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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
NFG
1201
Next Financial Group
Texas
$693K +$182K +1,386 +30%
CB
1202
CNB Bank
Pennsylvania
$692K +$175K +1,327 +28%
GT
1203
Greenleaf Trust
Michigan
$689K -$372K -2,831 -32%
PL
1204
Plancorp LLC
Missouri
$689K +$25.1K +191 +3%
AC
1205
Allstate Corporation
Illinois
$688K -$2.12M -16,129 -73%
HCM
1206
Harvey Capital Management
Florida
$688K – – –
MC
1207
Martin Currie
United Kingdom
$688K – – –
TC
1208
TownSquare Capital
Utah
$683K +$202K +1,538 +39%
LCM
1209
Logan Capital Management
Pennsylvania
$682K – – –
CPA
1210
Clear Perspective Advisors
Illinois
$681K +$75.6K +575 +11%
EAM
1211
Evanson Asset Management
California
$680K +$7.63K +58 +1%
DHFB
1212
Dixon Hubard Feinour & Brown
Virginia
$677K +$175K +1,332 +29%
CWM
1213
Centric Wealth Management
Illinois
$674K +$681K +5,175 New
S
1214
SimplyRich
California
$672K – – –
SFP
1215
Shepherd Financial Partners
Massachusetts
$672K +$576K +4,382 +290%
RWP
1216
RWA Wealth Partners
Massachusetts
$671K +$97.1K +738 +14%
AWA
1217
ARS Wealth Advisors
Florida
$669K -$261K -1,984 -25%
BS
1218
Boenning & Scattergood
Pennsylvania
$669K -$249K -1,893 -24%
EFS
1219
Essex Financial Services
Connecticut
$665K -$74.3K -565 -9%
SCM
1220
Shelton Capital Management
Colorado
$664K -$196K -1,491 -20%
KA
1221
Kovack Advisors
Florida
$664K +$104K +789 +16%
MFG
1222
Magnus Financial Group
New York
$662K +$524K +3,985 +220%
ACI
1223
Alpha Cubed Investments
California
$660K -$36.8K -280 -5%
EB
1224
Eastern Bank
Massachusetts
$660K -$26.2K -199 -3%
WP
1225
WealthPLAN Partners
Nebraska
$659K -$4.07M -30,901 -84%
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