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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
HFM
801
Hartford Financial Management
Connecticut
$2.25M – – –
AIP
802
Ameritas Investment Partners
Nebraska
$2.24M -$276K -1,974 -11%
BAM
803
Belpointe Asset Management
Nevada
$2.24M +$111K +793 +6%
NC
804
NewSquare Capital
Pennsylvania
$2.24M +$158K +1,127 +8%
SRC
805
Stone Run Capital
New York
$2.23M -$50.3K -359 -2%
TL
806
TrueWealth LLC
Georgia
$2.22M – – –
LS
807
Leelyn Smith
Illinois
$2.22M +$2.11M +15,040 New
DIA
808
Dean Investment Associates
Ohio
$2.21M -$1.52M -10,873 -42%
BI
809
Bredin Investment
Delaware
$2.21M – – –
MIM
810
Miller Investment Management
Pennsylvania
$2.2M +$110K +784 +6%
WCM
811
Weld Capital Management
New York
$2.19M +$1.45M +10,367 +233%
BMC
812
Beaton Management Company
Massachusetts
$2.18M -$159K -1,136 -7%
WAM
813
Weatherly Asset Management
California
$2.18M -$75.4K -538 -4%
MFG
814
MidWestOne Financial Group
Iowa
$2.18M +$94.4K +674 +5%
SFSG
815
Stearns Financial Services Group
North Carolina
$2.17M +$247K +1,763 +14%
TCOT
816
Trust Company of Toledo
Ohio
$2.17M – – –
LNB
817
Ledyard National Bank
$2.16M -$7.42K -53 -0.4%
WWM
818
Willingdon Wealth Management
North Carolina
$2.16M +$827K +5,906 +67%
HSA
819
HBK Sorce Advisory
Pennsylvania
$2.16M +$333K +2,380 +19%
RIL
820
Rothschild Investment LLC
Illinois
$2.15M – – –
CIP
821
Chartwell Investment Partners
Pennsylvania
$2.15M -$2M -14,289 -50%
FP
822
Financial Perspectives
Minnesota
$2.14M +$2.04M +14,534 New
RIA
823
Regal Investment Advisors
Michigan
$2.14M +$66.7K +476 +3%
FLPIM
824
F.L. Putnam Investment Management
Massachusetts
$2.13M +$493K +3,519 +32%
MSS
825
Mitchell Sinkler & Starr
Pennsylvania
$2.12M +$356K +2,541 +21%
31 32
33
34 35