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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
851
BerganKDV Wealth Management
Minnesota
$1.24M -$454K -4,135 -24%
HAIM
852
Hunter Associates Investment Management
Pennsylvania
$1.24M -$66.3K -604 -4%
UCB
853
United Community Bank
South Carolina
$1.24M +$40K +365 +3%
IWC
854
Integrated Wealth Concepts
Massachusetts
$1.23M -$33.3K -304 -2%
EM
855
Excalibur Management
Massachusetts
$1.23M -$878 -8 -0.1%
OAM
856
Occidental Asset Management
California
$1.23M -$130K -1,184 -8%
CWM
857
Calamos Wealth Management
Illinois
$1.23M -$13.1K -119 -0.9%
LDB
858
Lee, Danner & Bass
Tennessee
$1.23M – – –
MCWS
859
McKinley Carter Wealth Services
West Virginia
$1.23M +$63.2K +576 +5%
VCM
860
Violich Capital Management
California
$1.22M -$223K -2,034 -13%
ERIM
861
Eagle Ridge Investment Management
Connecticut
$1.22M -$26.2K -239 -2%
RBA
862
Richard Bernstein Advisors
New York
$1.21M -$688K -6,275 -32%
WCM
863
Whitener Capital Management
North Carolina
$1.21M +$424K +3,865 +42%
SCA
864
Sippican Capital Advisors
Massachusetts
$1.21M +$439K +4,004 +44%
MIAN
865
Mariner Independent Advisor Network
Kansas
$1.21M -$243K -2,218 -15%
RCA
866
Resonant Capital Advisors
Wisconsin
$1.21M -$29K -264 -2%
LA
867
Lindenwold Advisors
Pennsylvania
$1.2M +$26.2K +239 +2%
CST
868
Charles Schwab Trust
Nevada
$1.2M -$39.4K -359 -3%
H
869
HoyleCohen
California
$1.2M +$36.3K +331 +3%
NSIM
870
North Star Investment Management
Illinois
$1.2M +$60.3K +550 +4%
MAM
871
Meeder Asset Management
Ohio
$1.19M -$80.8K -737 -5%
PWP
872
Private Wealth Partners
California
$1.18M – – –
TCOT
873
Trust Company of Toledo
Ohio
$1.17M -$361K -3,289 -21%
AC
874
Annandale Capital
Texas
$1.17M -$39.4K -359 -3%
CWM
875
Congress Wealth Management
Massachusetts
$1.17M -$31.6K -288 -2%
33 34
35
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