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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
HFA
1101
HC Financial Advisors
California
$1.25M +$140K +822 +12%
PC
1102
Port Capital
Illinois
$1.25M +$26.6K +156 +2%
PI
1103
Pettee Investors
Connecticut
$1.25M -$40.8K -239 -3%
RIA
1104
Regal Investment Advisors
Michigan
$1.24M -$726K -4,254 -36%
DPIM
1105
Duff & Phelps Investment Management
Illinois
$1.24M -$30.5K -179 -2%
SFS
1106
Sowell Financial Services
Arkansas
$1.23M +$827K +4,846 +195%
BCA
1107
Bray Capital Advisors
Florida
$1.23M – – –
NERM
1108
New England Research & Management
Illinois
$1.22M – – –
NFG
1109
Next Financial Group
Texas
$1.22M -$296K -1,732 -19%
ECM
1110
Evergreen Capital Management
Washington
$1.22M -$96.9K -568 -7%
BSPF
1111
British Steel Pension Fund
United Kingdom
$1.22M +$1.27M +7,419 New
CCA
1112
Checchi Capital Advisers
California
$1.22M +$32.4K +190 +3%
OPTFSNA
1113
Old Point Trust & Financial Services N A
Virginia
$1.22M +$71.2K +417 +6%
ACA
1114
Atlas Capital Advisors
Wyoming
$1.21M -$54.8K -321 -4%
CFSG
1115
Community Financial Services Group
Vermont
$1.21M +$1.26M +7,363 New
RP
1116
Rowlandmiller & Partners
Georgia
$1.21M -$93.2K -546 -7%
CHJWM
1117
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.21M +$1.71K +10 +0.1%
CCA
1118
Cobblestone Capital Advisors
New York
$1.2M -$12.5K -73 -1%
BP
1119
Ballentine Partners
Massachusetts
$1.2M +$251K +1,470 +25%
RIM
1120
Rampart Investment Management
Connecticut
$1.2M -$1.47M -8,605 -54%
BHBT
1121
Burke & Herbert Bank & Trust
Virginia
$1.19M -$64K -375 -5%
SC
1122
Savant Capital
Illinois
$1.19M -$9.9K -58 -0.8%
FHA
1123
Flagship Harbor Advisors
Massachusetts
$1.18M -$56.7K -332 -4%
CCG
1124
Ceeto Capital Group
Florida
$1.18M – – –
FPCP
1125
Fort Point Capital Partners
California
$1.18M -$123K -719 -9%
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