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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
PFBT
1076
Parkside Financial Bank & Trust
Missouri
$1.38M +$184K +1,296 +16%
BWP
1077
Baldwin Wealth Partners
Massachusetts
$1.38M -$19.9K -140 -1%
EH
1078
Employers Holdings
Nevada
$1.37M – – –
AWM
1079
Aberdeen Wealth Management
Illinois
$1.37M +$27.4K +193 +2%
RC
1080
Roundview Capital
New Jersey
$1.36M -$289K -2,035 -18%
PAM
1081
Premier Asset Management
Illinois
$1.36M +$58.3K +411 +5%
SSW
1082
Smith Shellnut Wilson
Mississippi
$1.35M -$124K -873 -9%
FA
1083
FDx Advisors
Illinois
$1.35M +$30.5K +215 +2%
LJAC
1084
L.J. Altfest & Co
New York
$1.34M -$6.39K -45 -0.5%
TCM
1085
Telos Capital Management
California
$1.33M -$88.4K -623 -6%
TFM
1086
TFC Financial Management
Massachusetts
$1.33M – – –
CHJWM
1087
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.33M +$8.52K +60 +0.6%
CCC
1088
Crescent Capital Consulting
Louisiana
$1.32M +$1.28M +9,039 New
MFT
1089
Moisand Fitzgerald Tamayo
Florida
$1.31M – – –
CASB
1090
Cape Ann Savings Bank
Massachusetts
$1.31M +$1.27M +8,958 New
FPCG
1091
Fort Pitt Capital Group
Pennsylvania
$1.31M -$396K -2,792 -24%
B
1092
Bailard
California
$1.3M +$93.5K +659 +8%
RC
1093
RegentAtlantic Capital
New Jersey
$1.3M +$82.3K +580 +7%
PCA
1094
Personal Capital Advisors
California
$1.3M -$111K -784 -8%
MYAM
1095
Meiji Yasuda Asset Management
Japan
$1.29M +$336K +2,368 +37%
RBC
1096
Roble Belko & Company
Pennsylvania
$1.29M – – –
CC
1097
Cypress Capital
Tennessee
$1.28M -$13.9K -98 -1%
KWM
1098
Kingsview Wealth Management
Oregon
$1.28M -$187K -1,318 -13%
PGA
1099
Portland Global Advisors
Maine
$1.28M – – –
NFG
1100
NewFocus Financial Group
Washington
$1.27M +$126K +891 +11%
42 43
44
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