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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
AW
1301
Alpha Windward
Massachusetts
$241K -$2.58K -22 -1%
FWM
1302
Focused Wealth Management
New York
$241K +$235 +2 +0.1%
CA
1303
Callahan Advisors
Texas
$241K +$236K +2,010 New
AT
1304
Arvest Trust
Oklahoma
$240K -$18.7K -159 -7%
KFP
1305
Keystone Financial Planning
Ohio
$240K – – –
NIM
1306
NuWave Investment Management
New Jersey
$237K +$146K +1,241 +167%
QGM
1307
Quality Growth Management
California
$236K – – –
PAA
1308
Peregrine Asset Advisers
Oregon
$235K – – –
LC
1309
Lilley & Co
Michigan
$234K – – –
OWP
1310
Obermeyer Wealth Partners
Colorado
$233K -$28.2K -240 -11%
OSAM
1311
O'Shaughnessy Asset Management
Connecticut
$233K +$100K +856 +78%
SIM
1312
SSI Investment Management
California
$232K -$3.64K -31 -2%
FHC
1313
First Heartland Consultants
Missouri
$231K +$227K +1,933 New
TT
1314
Tiedemann Trust
Delaware
$230K +$6.57K +56 +3%
KIM
1315
Karpus Investment Management
New York
$229K – – –
MCM
1316
Munder Capital Management
Michigan
$229K – – –
HF
1317
Hoxton Financial
West Virginia
$228K – – –
WCM
1318
Weyland Capital Management
New Hampshire
$227K – – –
HDIM
1319
Hanson & Doremus Investment Management
Vermont
$227K +$16.9K +144 +8%
MAM
1320
Mizuho Asset Management
Japan
$226K +$53.8K +458 +32%
CA
1321
Capital Advantage
California
$225K – – –
PHAM
1322
Palisades Hudson Asset Management
Florida
$225K – – –
BT
1323
Bankers Trust
Iowa
$223K +$218K +1,857 New
PBT
1324
Pictet Bank & Trust
Bahamas
$221K – – –
WOC
1325
West Oak Capital
California
$218K – – –
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