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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
1151
Anchor Investment Management
South Carolina
$1.35M +$714K +4,768 +132%
ATPW
1152
Ashton Thomas Private Wealth
Arizona
$1.35M +$583K +3,896 +87%
RC
1153
RBF Capital
California
$1.35M – – –
IWC
1154
Integrated Wealth Concepts
Massachusetts
$1.35M -$168K -1,123 -12%
CIP
1155
Convergence Investment Partners
Florida
$1.34M -$194K -1,296 -13%
RIM
1156
Regent Investment Management
Kentucky
$1.34M – – –
TCM
1157
Telos Capital Management
California
$1.33M -$125K -835 -9%
THWM
1158
Taylor Hoffman Wealth Management
Virginia
$1.33M +$2.54K +17 +0.2%
CFA
1159
Carroll Financial Associates
North Carolina
$1.33M -$187K -1,251 -13%
ECM
1160
Evergreen Capital Management
Washington
$1.33M +$112K +748 +10%
RMAM
1161
Raab & Moskowitz Asset Management
New Jersey
$1.33M +$83.5K +558 +7%
FTDI
1162
First Trust Direct Indexing
Massachusetts
$1.33M +$91K +608 +8%
MCA
1163
Mercer Capital Advisers
New Jersey
$1.33M – – –
MCM
1164
Manchester Capital Management
Vermont
$1.33M +$145K +966 +13%
AP
1165
Appleton Partners
Massachusetts
$1.32M -$15.4K -103 -1%
PWA
1166
Physician Wealth Advisors
Utah
$1.32M – – –
BIM
1167
Baldwin Investment Management
Pennsylvania
$1.31M +$96.4K +644 +9%
EM
1168
Excalibur Management
Massachusetts
$1.31M +$62.3K +416 +5%
LFAS
1169
Level Four Advisory Services
Texas
$1.31M -$350K -2,341 -22%
HWM
1170
HighMark Wealth Management
Minnesota
$1.3M +$4.94K +33 +0.4%
WCM
1171
Weik Capital Management
Pennsylvania
$1.3M -$40.3K -269 -3%
ZB
1172
Zions Bancorporation
Utah
$1.3M +$381K +2,546 +46%
BCCM
1173
Bridge Creek Capital Management
Massachusetts
$1.3M +$74.2K +496 +7%
MWM
1174
Mission Wealth Management
California
$1.3M +$8.83K +59 +0.7%
GI
1175
GAMCO Investors
Connecticut
$1.3M +$33.1K +221 +3%
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