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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
HH
901
Hilltop Holdings
Texas
$976K -$627K -3,937 -37%
DBFM
902
Dickmeyer Boyce Financial Management
Indiana
$972K +$1.07M +6,692 New
HSA
903
HBK Sorce Advisory
Pennsylvania
$972K +$9.71K +61 +0.9%
GCA
904
Genesee Capital Advisors
New York
$969K -$57.6K -362 -5%
UAG
905
United Advisor Group
Ohio
$968K -$15.8K -99 -1%
MA
906
Montag & Associates
Georgia
$964K – – –
RT
907
Rockland Trust
Massachusetts
$964K -$4.46K -28 -0.4%
EAM
908
Empirical Asset Management
Massachusetts
$959K -$2.39K -15 -0.2%
WAC
909
William Allan Corp
Colorado
$958K +$22.6K +142 +2%
LCM
910
LVM Capital Management
Michigan
$956K – – –
ANBT
911
American National Bank & Trust
Texas
$948K – – –
IFU
912
iSAM Funds (UK)
United Kingdom
$948K +$1.04M +6,526 New
FRA
913
Frank Rimerman Advisors
California
$947K -$1.11K -7 -0.1%
DBIA
914
Dumont & Blake Investment Advisors
New Jersey
$946K -$22K -138 -2%
BAM
915
Brave Asset Management
New Jersey
$943K – – –
EWM
916
Elite Wealth Management
Washington
$943K +$10.8K +68 +1%
PPWP
917
Premier Path Wealth Partners
New Jersey
$942K +$97K +609 +10%
CFG
918
Capital Financial Group
Colorado
$939K -$318 -2 -0%
MMHP
919
Murphy Middleton Hinkle & Parker
Georgia
$938K +$1.03M +6,461 New
1C
920
111 Capital
France
$938K +$304K +1,909 +42%
AIM
921
Allen Investment Management
New York
$937K – – –
FAL
922
Focused Alpha LLC
Colorado
$937K +$30.7K +193 +3%
SC
923
Syon Capital
California
$935K +$38.5K +242 +4%
PMWMG
924
Parr McKnight Wealth Management Group
Minnesota
$928K +$159 +1 +0%
CAMG
925
CWA Asset Management Group
Florida
$927K -$111K -695 -10%
35 36
37
38 39