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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
KPF
1001
K2 Principal Fund
Ontario, Canada
$1.27M +$175K +1,392 +17%
BWP
1002
Baldwin Wealth Partners
Massachusetts
$1.26M -$41.5K -329 -3%
BEC
1003
Blue Edge Capital
Virginia
$1.26M – – –
RBC
1004
Roble Belko & Company
Pennsylvania
$1.25M -$105K -833 -8%
TFA
1005
Toth Financial Advisory
Virginia
$1.25M +$428K +3,398 +55%
CST
1006
Charles Schwab Trust
Nevada
$1.25M -$46.1K -366 -4%
IBOK
1007
Independence Bank of Kentucky
Kentucky
$1.24M -$5.29K -42 -0.4%
IC
1008
IEQ Capital
California
$1.24M -$83.4K -662 -7%
FA
1009
FDx Advisors
Illinois
$1.23M +$223K +1,769 +23%
ECA
1010
Elevated Capital Advisors
Utah
$1.23M +$1.09M +8,658 New
SBSB
1011
Sullivan, Bruyette, Speros & Blaney
Virginia
$1.22M -$75.5K -599 -6%
AP
1012
Appleton Partners
Massachusetts
$1.22M -$40.7K -323 -3%
MERSOM
1013
Municipal Employees' Retirement System of Michigan
Michigan
$1.21M -$835K -6,626 -42%
AWM
1014
Aberdeen Wealth Management
Illinois
$1.21M +$39.4K +313 +3%
EM
1015
Excalibur Management
Massachusetts
$1.2M -$25.1K -199 -2%
NED
1016
Nancy E. Dempze
$1.2M -$5.17K -41 -0.4%
CHJWM
1017
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.2M +$86.1K +683 +8%
HB
1018
Horizon Bancorp
Indiana
$1.2M -$112K -890 -9%
NHC
1019
Nicholas Hoffman & Company
Georgia
$1.2M +$6.05K +48 +0.5%
JIP
1020
Jaffetilchin Investment Partners
Florida
$1.19M +$315K +2,503 +38%
SLF
1021
Sun Life Financial
Ontario, Canada
$1.19M -$7.69K -61 -0.7%
MCA
1022
Mercer Capital Advisers
New Jersey
$1.19M – – –
OBGC
1023
O'Brien Greene & Co
Pennsylvania
$1.19M -$3.02K -24 -0.3%
SMC
1024
Smith, Moore & Co
Missouri
$1.18M -$21.2K -168 -2%
LBC
1025
Lawrence B. Cohen
$1.18M -$50.5K -401 -4%
39 40
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