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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
MC
1101
Marcus Capital
Illinois
$1.3M +$160K +927 +14%
CFSG
1102
Community Financial Services Group
Vermont
$1.3M – – –
ACA
1103
Atlas Capital Advisors
Wyoming
$1.29M – – –
RP
1104
Rowlandmiller & Partners
Georgia
$1.29M +$517 +3 +0%
NERM
1105
New England Research & Management
Illinois
$1.29M -$20K -116 -2%
DPIM
1106
Duff & Phelps Investment Management
Illinois
$1.29M -$35K -203 -3%
FFSOTS
1107
Fiduciary Financial Services of The Southwest
Texas
$1.28M +$26.9K +156 +2%
LOAME
1108
Lombard Odier Asset Management (Europe)
United Kingdom
$1.28M +$30.1K +175 +2%
TVWM
1109
Tower View Wealth Management
Wisconsin
$1.28M +$30.3K +176 +2%
BHBT
1110
Burke & Herbert Bank & Trust
Virginia
$1.27M -$5.17K -30 -0.4%
AFA
1111
Arlington Financial Advisors
California
$1.27M -$20.7K -120 -2%
OPTFSNA
1112
Old Point Trust & Financial Services N A
Virginia
$1.27M -$36.7K -213 -3%
PCMC
1113
Paragon Capital Management (Colorado)
Colorado
$1.25M +$344 +2 +0%
RIM
1114
Rampart Investment Management
Connecticut
$1.25M +$138K +799 +11%
MSFP
1115
Mark Sheptoff Financial Planning
Connecticut
$1.25M +$35.7K +207 +3%
MHS
1116
M Holdings Securities
Oregon
$1.25M +$38.9K +226 +3%
AFS
1117
Access Financial Services
Minnesota
$1.24M -$3.44K -20 -0.3%
AC
1118
Arjuna Capital
North Carolina
$1.23M -$903K -5,243 -43%
MC
1119
Martin & Co
Tennessee
$1.22M -$3.79K -22 -0.3%
SLF
1120
Sun Life Financial
Ontario, Canada
$1.22M +$689 +4 +0.1%
WI
1121
Wedgewood Investors
Pennsylvania
$1.21M – – –
WFMPM
1122
Woodley Farra Manion Portfolio Management
Indiana
$1.21M – – –
HA
1123
Halsey Associates
Connecticut
$1.21M +$75.8K +440 +7%
NHC
1124
Nicholas Hoffman & Company
Georgia
$1.21M +$152K +881 +15%
S
1125
SimplyRich
California
$1.2M – – –
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