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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
BBPWM
1226
Blue Bell Private Wealth Management
Pennsylvania
$359K – – –
MSR
1227
Main Street Research
Connecticut
$357K -$59.8K -538 -15%
UR
1228
USCA RIA
Texas
$356K +$2.44K +22 +0.7%
SFG
1229
Sather Financial Group
Texas
$354K +$1.33K +12 +0.4%
AA
1230
Apriem Advisors
California
$353K -$13.2K -119 -4%
BCM
1231
Boltwood Capital Management
California
$353K – – –
HI
1232
Hudock Inc
Pennsylvania
$352K +$444 +4 +0.1%
SA
1233
SRH Advisors
Kansas
$346K – – –
PL
1234
Plancorp LLC
Missouri
$346K +$26.5K +239 +8%
EIP
1235
Epoch Investment Partners
New York
$342K -$4K -36 -1%
MRCM
1236
M&R Capital Management
New Jersey
$342K +$6.67K +60 +2%
SNBOSCI
1237
Security National Bank of Sioux City Iowa
Iowa
$341K +$5.33K +48 +2%
BGDI
1238
BW Gestao de Investimentos
Brazil
$339K – – –
TCMG
1239
TSP Capital Management Group
New Jersey
$339K – – –
FANJ
1240
Financial Architects (New Jersey)
New Jersey
$336K +$12K +108 +4%
RIG
1241
Roosevelt Investment Group
New York
$335K -$908K -8,175 -73%
MWM
1242
Modera Wealth Management
New Jersey
$335K -$21.1K -190 -6%
CC
1243
Cadinha & Co
Hawaii
$332K – – –
SNBOSD
1244
Security National Bank of So Dak
Iowa
$330K – – –
OC
1245
Oarsman Capital
Wisconsin
$328K +$6.78K +61 +2%
NFGCM
1246
Norman Fields Gottscho Capital Management
New York
$326K – – –
MAM
1247
Marquette Asset Management
Minnesota
$324K -$13.3K -120 -4%
RIG
1248
Renaissance Investment Group
Massachusetts
$324K -$6.67K -60 -2%
BFG
1249
Beacon Financial Group
Texas
$322K -$8.89K -80 -3%
TAM
1250
Tealwood Asset Management
Minnesota
$321K -$167K -1,499 -35%
48 49
50
51 52