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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
CBN
1076
Cadence Bank NA
Texas
$1.06M – – –
OAM
1077
Occidental Asset Management
California
$1.05M +$21K +167 +2%
FSA
1078
Financial Sense Advisors
California
$1.05M -$578K -4,588 -36%
HWM
1079
HighMark Wealth Management
Minnesota
$1.05M +$6.55K +52 +0.7%
DPIM
1080
Duff & Phelps Investment Management
Illinois
$1.05M +$27.1K +215 +3%
MWM
1081
Madison Wealth Management
Ohio
$1.05M +$30.2K +240 +3%
FAIM
1082
Financial Advocates Investment Management
Washington
$1.05M -$109K -868 -10%
MAFM
1083
Mid Atlantic Financial Management
Pennsylvania
$1.04M -$43.7K -347 -4%
MME
1084
Meag Munich Ergo
Germany
$1.04M +$690K +5,478 +217%
AIA
1085
Arbor Investment Advisors
North Carolina
$1.04M – – –
DDC
1086
DF Dent & Co
Maryland
$1.04M – – –
EWM
1087
Evermay Wealth Management
Virginia
$1.04M +$340K +2,698 +51%
KWM
1088
Kingsview Wealth Management
Oregon
$1.04M +$39.6K +314 +4%
CYG
1089
Clean Yield Group
Vermont
$1.04M -$42.6K -338 -4%
BWM
1090
Buckley Wealth Management
Nevada
$1.03M – – –
DRD
1091
Dennis R. Delaney
$1.03M -$119K -944 -11%
CCA
1092
Checchi Capital Advisers
California
$1.03M +$71.6K +568 +8%
SJIM
1093
St. Johns Investment Management
Florida
$1.03M +$31.2K +248 +3%
BG
1094
Bollard Group
Massachusetts
$1.02M +$106K +842 +12%
RA
1095
RFG Advisory
Alabama
$1.02M -$298K -2,367 -23%
ECM
1096
Evergreen Capital Management
Washington
$1.02M +$55.4K +440 +6%
PWAP
1097
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$1.02M +$15.5K +123 +2%
WI
1098
Wintrust Investments
Illinois
$1.01M +$442K +3,506 +82%
TBNY
1099
Trustco Bank (New York)
New York
$1.01M -$407K -3,229 -29%
TFS
1100
TrustCore Financial Services
Tennessee
$1.01M -$29.9K -237 -3%
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