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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
MHS
1201
M Holdings Securities
Oregon
$536K -$10.2K -79 -2%
WIP
1202
Wellesley Investment Partners
Massachusetts
$530K +$542K +4,215 New
NIMI
1203
Natixis Investment Managers International
France
$528K – – –
OSNBOA
1204
Old Second National Bank of Aurora
Illinois
$526K – – –
SA
1205
SRH Advisors
Kansas
$520K – – –
PAM
1206
PT Asset Management
Illinois
$519K +$530K +4,120 New
GIA
1207
GHP Investment Advisors
Colorado
$518K – – –
PFS
1208
Prospera Financial Services
Texas
$516K +$29.4K +229 +6%
BO
1209
Bank OZK
Arkansas
$515K -$10.3K -80 -2%
CAMG
1210
CWA Asset Management Group
Florida
$514K +$524K +4,078 New
CAS
1211
Cue Advisory Services
Arizona
$514K +$525K +4,084 New
CM
1212
Capital Management
Virginia
$506K +$51.4K +400 +11%
LA
1213
LVW Advisors
New York
$505K -$230K -1,787 -31%
AIA
1214
Allegis Investment Advisors
Idaho
$505K +$515K +4,008 New
SBWM
1215
Sunflower Bank Wealth Management
Arizona
$502K +$50K +389 +11%
SFM
1216
Signature Financial Management
Virginia
$499K -$19.4K -151 -4%
RWM
1217
Rench Wealth Management
Texas
$498K +$3.08K +24 +0.6%
DT
1218
Diversified Trust
Tennessee
$497K – – –
LW
1219
Linscomb Wealth
Texas
$496K +$3.47K +27 +0.7%
BAM
1220
Berkshire Asset Management
Pennsylvania
$496K +$23.5K +183 +5%
LOAMS
1221
Lombard Odier Asset Management (Switzerland)
Switzerland
$495K – – –
WDL
1222
Well Done LLC
Michigan
$494K +$505K +3,925 New
JWBC
1223
J.W. Burns & Co
New York
$493K – – –
EM
1224
Excalibur Management
Massachusetts
$491K – – –
PL
1225
Plancorp LLC
Missouri
$490K – – –
47 48
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