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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
1051
Trinity Financial Advisors
Ohio
$800K +$260K +2,552 +47%
RMCM
1052
Reynders McVeigh Capital Management
Massachusetts
$800K -$296K -2,901 -27%
MM
1053
MQS Management
New York
$799K +$813K +7,970 New
OBGC
1054
O'Brien Greene & Co
Pennsylvania
$794K -$1.83M -17,936 -69%
RIM
1055
Regent Investment Management
Kentucky
$793K – – –
HI
1056
Horizon Investments
North Carolina
$790K +$472K +4,628 +142%
BP
1057
Ballentine Partners
Massachusetts
$790K +$390K +3,820 +94%
FHA
1058
Flagship Harbor Advisors
Massachusetts
$786K +$185K +1,811 +30%
HIA
1059
Harbor Investment Advisory
Maryland
$784K -$33.6K -329 -4%
FA
1060
Fagan Associates
New York
$784K +$310K +3,044 +64%
BIA
1061
Beacon Investment Advisors
Maryland
$781K +$794K +7,785 New
PFA
1062
Pathway Financial Advisers
Indiana
$781K +$794K +7,785 New
AWM
1063
Accurate Wealth Management
Florida
$780K +$362K +3,549 +95%
ACA
1064
Atlas Capital Advisors
Wyoming
$779K – – –
EPFB
1065
Employees Provident Fund Board
Malaysia
$779K – – –
PWA
1066
Physician Wealth Advisors
Utah
$779K +$1.22K +12 +0.1%
AWC
1067
Adamsbrown Wealth Consultants
Kansas
$777K -$20.3K -199 -3%
CB
1068
CNB Bank
Pennsylvania
$773K +$2.14K +21 +0.3%
TFS
1069
TrustCore Financial Services
Tennessee
$771K -$10.5K -103 -1%
GWMI
1070
Guardian Wealth Management (Illinois)
Illinois
$771K -$25K -245 -3%
PCMF
1071
Private Capital Management (Florida)
Florida
$770K +$244K +2,392 +45%
MFG
1072
MidWestOne Financial Group
Iowa
$770K -$318K -3,120 -29%
WOC
1073
West Oak Capital
California
$767K -$473K -4,641 -38%
SAG
1074
SageView Advisory Group
California
$766K +$779K +7,640 New
LIM
1075
Longfellow Investment Management
Massachusetts
$764K – – –
41 42
43
44 45