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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
TCBWMS
826
Texas Capital Bank Wealth Management Services
Texas
$2.03M +$1.44M +10,693 +241%
JWCA
827
J.W. Coons Advisors
Ohio
$2.02M -$50.7K -377 -2%
FCA
828
FLC Capital Advisors
California
$2.02M – – –
CIP
829
Convergence Investment Partners
Florida
$2.01M -$232K -1,725 -10%
CG
830
Caprock Group
Idaho
$2M +$31.9K +237 +2%
MFAM
831
Motley Fool Asset Management
Virginia
$2M +$309K +2,298 +18%
MIM
832
Miller Investment Management
Pennsylvania
$2M – – –
FB
833
Fulton Bank
Pennsylvania
$2M +$122K +906 +6%
SRC
834
Stone Run Capital
New York
$1.99M – – –
BSW
835
Buckingham Strategic Wealth
Missouri
$1.99M -$111K -826 -5%
MSS
836
Mitchell Sinkler & Starr
Pennsylvania
$1.98M +$20.2K +150 +1%
MCM
837
MAI Capital Management
Ohio
$1.97M +$180K +1,337 +10%
MWM
838
Modera Wealth Management
New Jersey
$1.97M -$167K -1,245 -8%
DIP
839
DT Investment Partners
Pennsylvania
$1.94M – – –
PH
840
Pinnacle Holdings
Oklahoma
$1.94M -$1.32M -9,805 -40%
RG
841
Rathbones Group
United Kingdom
$1.94M -$24.9K -185 -1%
CIA
842
Covington Investment Advisors
Pennsylvania
$1.93M -$5.65K -42 -0.3%
ERIM
843
Eagle Ridge Investment Management
Connecticut
$1.93M +$92.4K +687 +5%
SLI
844
Sumitomo Life Insurance
Japan
$1.93M -$101K -750 -5%
FP
845
Financial Perspectives
Minnesota
$1.93M – – –
SWRP
846
Summit Wealth & Retirement Planning
California
$1.92M -$67.1K -499 -3%
TCOT
847
Trust Company of Toledo
Ohio
$1.92M – – –
AFM
848
Abbot Financial Management
Massachusetts
$1.92M -$8.07K -60 -0.4%
VI
849
Vestcor Inc
New Brunswick, Canada
$1.91M -$60.3K -448 -3%
FMC
850
First Merchants Corp
Indiana
$1.91M -$333K -2,478 -15%
32 33
34
35 36