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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1176
Confluence Wealth Management
Oregon
$641K – – –
ATC
1177
Adirondack Trust Company
New York
$639K +$5.79K +42 +0.9%
EGA
1178
Eagle Global Advisors
Texas
$634K -$4.13K -30 -0.6%
LW
1179
Linscomb Wealth
Texas
$633K -$1.87M -13,562 -75%
FFC
1180
First Financial Corp
Indiana
$632K +$2.34K +17 +0.4%
OPCM
1181
Osborne Partners Capital Management
California
$629K -$348K -2,529 -36%
DAM
1182
Doheny Asset Management
California
$628K -$20.5K -149 -3%
FDCC
1183
Foster Dykema Cabot & Co
Massachusetts
$627K -$3.31K -24 -0.5%
MBT
1184
Montecito Bank & Trust
California
$626K +$156K +1,131 +33%
FAG
1185
Financial Advisory Group
Texas
$622K -$964 -7 -0.2%
BG
1186
Bollard Group
Massachusetts
$622K +$3.86K +28 +0.6%
PFS
1187
Prospera Financial Services
Texas
$622K +$148K +1,073 +28%
CRIG
1188
Charter Research & Investment Group
Connecticut
$617K – – –
CIA
1189
CCM Investment Advisers
South Carolina
$615K -$47.8K -347 -7%
JAFL
1190
Jay A. Fishman Ltd
Michigan
$615K – – –
BAM
1191
Berkshire Asset Management
Pennsylvania
$614K -$104K -752 -14%
NAMA
1192
Nikko Asset Management Americas
New York
$614K – – –
IT
1193
Investors Trust
Texas
$613K – – –
EWM
1194
Empirical Wealth Management
Washington
$606K -$139K -1,009 -19%
KTC
1195
Kistler-Tiffany Companies
Pennsylvania
$603K +$1.1K +8 +0.2%
BP
1196
Ballentine Partners
Massachusetts
$601K +$69.9K +507 +13%
NIMI
1197
Natixis Investment Managers International
France
$600K -$95.3K -692 -14%
OSNBOA
1198
Old Second National Bank of Aurora
Illinois
$600K -$18K -131 -3%
RWA
1199
River Wealth Advisors
Pennsylvania
$598K +$597K +4,333 New
TCB
1200
Texas Capital Bancshares
Texas
$597K -$13.1K -95 -2%
46 47
48
49 50