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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
HIC
1276
Holderness Investments Company
North Carolina
$723K +$83.8K +598 +14%
HCM
1277
Hall Capital Management
Rhode Island
$721K – – –
CBFP
1278
Cedar Brook Financial Partners
Ohio
$720K -$81.5K -582 -11%
NSB
1279
Norway Savings Bank
Maine
$720K – – –
WAS
1280
Winch Advisory Services
Wisconsin
$720K +$140 +1 +0%
DP
1281
Dearborn Partners
Illinois
$718K -$4.9K -35 -0.7%
TAIM
1282
TD Ameritrade Investment Management
Nebraska
$716K +$678K +4,842 +44,018%
IFWM
1283
Institute for Wealth Management
Colorado
$715K +$8.96K +64 +1%
TNBTD
1284
Trustmark National Bank Trust Department
Mississippi
$715K +$23.5K +168 +4%
TCBWMS
1285
Texas Capital Bank Wealth Management Services
Texas
$713K +$677K +4,837 New
WPW
1286
Waldron Private Wealth
Pennsylvania
$709K -$94.5K -675 -12%
GCM
1287
Glynn Capital Management
California
$706K – – –
PCA
1288
Peddock Capital Advisors
Massachusetts
$706K – – –
ZIG
1289
Zuckerman Investment Group
Illinois
$706K – – –
PAWC
1290
P.A.W. Capital
Connecticut
$706K +$335K +2,392 +100%
SLF
1291
Sun Life Financial
Ontario, Canada
$700K -$10.5K -75 -2%
SBIA
1292
Sheaff Brock Investment Advisors
Indiana
$699K +$700 +5 +0.1%
LMAM
1293
Legg Mason Asset Management
Japan
$699K +$21.8K +156 +3%
CB
1294
CNB Bank
Pennsylvania
$699K +$108K +771 +19%
MW
1295
Marcum Wealth
Ohio
$698K +$662K +4,729 New
BOS
1296
Bank of Stockton
California
$697K -$132K -941 -17%
CSWG
1297
Cardinal Strategic Wealth Guidance
Kentucky
$696K +$662K +4,723 New
CA
1298
Cornerstone Advisory
Maryland
$695K -$67.9K -485 -9%
DM
1299
Diker Management
New York
$694K – – –
NFG
1300
Next Financial Group
Texas
$692K -$168K -1,203 -20%
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