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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
1001
Sterling Capital Management
North Carolina
$907K -$315K -1,929 -25%
KWA
1002
Kingswood Wealth Advisors
California
$906K +$476K +2,910 +106%
JF
1003
Jump Financial
Illinois
$900K -$280K -1,712 -23%
CAC
1004
Core Alternative Capital
Georgia
$899K -$2.78K -17 -0.3%
CFMC
1005
Curbstone Financial Management Corp
New Hampshire
$899K +$16.4K +100 +2%
CWM
1006
Cahaba Wealth Management
Georgia
$899K +$3.76K +23 +0.4%
GCP
1007
GSA Capital Partners
United Kingdom
$899K +$918K +5,614 New
MIM
1008
Miller Investment Management
Pennsylvania
$899K – – –
AIM
1009
Acropolis Investment Management
Missouri
$899K -$86.5K -529 -9%
HFAS
1010
Hummer Financial Advisory Services
Illinois
$893K -$33.7K -206 -4%
GIM
1011
Goelzer Investment Management
Indiana
$893K +$197K +1,203 +27%
TW
1012
TritonPoint Wealth
Maryland
$893K -$354K -2,165 -28%
JSW
1013
Journey Strategic Wealth
New Jersey
$887K +$146K +892 +19%
PWAM
1014
Pinnacle West Asset Management
Wyoming
$883K -$9.81K -60 -1%
VWM
1015
Venturi Wealth Management
Texas
$881K +$21.6K +132 +2%
WF
1016
Wayfinding Financial
Washington
$878K -$11.3K -69 -1%
FWM
1017
Forza Wealth Management
Florida
$873K +$37.4K +229 +4%
VIP
1018
Vista Investment Partners
Oklahoma
$871K -$19K -116 -2%
CSB
1019
City State Bank
Iowa
$871K +$149K +914 +20%
SFFS
1020
Stonehage Fleming Financial Services
Jersey
$870K – – –
FP
1021
Fiduciary Planning
Florida
$870K – – –
MGWM
1022
Marks Group Wealth Management
Minnesota
$870K +$53.6K +328 +6%
FIA
1023
Foundations Investment Advisors
Arizona
$867K -$131K -801 -13%
CTB
1024
Country Trust Bank
Illinois
$867K – – –
PMSA
1025
Patrick M. Sweeney & Associates
Illinois
$866K +$5.89K +36 +0.7%
39 40
41
42 43