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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
WJWM
826
Williams Jones Wealth Management
New York
$2.03M -$169K -1,259 -8%
TCBWMS
827
Texas Capital Bank Wealth Management Services
Texas
$2.03M +$1.44M +10,693 +241%
JWCA
828
J.W. Coons Advisors
Ohio
$2.02M -$50.7K -377 -2%
FCA
829
FLC Capital Advisors
California
$2.02M – – –
CIP
830
Convergence Investment Partners
Florida
$2.01M -$232K -1,725 -10%
CG
831
Caprock Group
Idaho
$2M +$31.9K +237 +2%
MFAM
832
Motley Fool Asset Management
Virginia
$2M +$309K +2,298 +18%
MIM
833
Miller Investment Management
Pennsylvania
$2M – – –
FB
834
Fulton Bank
Pennsylvania
$2M +$122K +906 +6%
SRC
835
Stone Run Capital
New York
$1.99M – – –
BSW
836
Buckingham Strategic Wealth
Missouri
$1.99M -$111K -826 -5%
MSS
837
Mitchell Sinkler & Starr
Pennsylvania
$1.98M +$20.2K +150 +1%
MCM
838
MAI Capital Management
Ohio
$1.97M +$180K +1,337 +10%
MWM
839
Modera Wealth Management
New Jersey
$1.97M -$167K -1,245 -8%
DIP
840
DT Investment Partners
Pennsylvania
$1.94M – – –
PH
841
Pinnacle Holdings
Oklahoma
$1.94M -$1.32M -9,805 -40%
RG
842
Rathbones Group
United Kingdom
$1.94M -$24.9K -185 -1%
CIA
843
Covington Investment Advisors
Pennsylvania
$1.93M -$5.65K -42 -0.3%
ERIM
844
Eagle Ridge Investment Management
Connecticut
$1.93M +$92.4K +687 +5%
SLI
845
Sumitomo Life Insurance
Japan
$1.93M -$101K -750 -5%
FP
846
Financial Perspectives
Minnesota
$1.93M – – –
SWRP
847
Summit Wealth & Retirement Planning
California
$1.92M -$67.1K -499 -3%
TCOT
848
Trust Company of Toledo
Ohio
$1.92M – – –
AFM
849
Abbot Financial Management
Massachusetts
$1.92M -$8.07K -60 -0.4%
VI
850
Vestcor Inc
New Brunswick, Canada
$1.91M -$60.3K -448 -3%
32 33
34
35 36