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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
IFWM
1301
Institute for Wealth Management
Colorado
$627K +$604K +3,611 New
AWCI
1302
Alpine Woods Capital Investors
New York
$625K – – –
WCM
1303
Windsor Capital Management
Arizona
$624K -$55.9K -334 -9%
PA
1304
Parallel Advisors
California
$624K +$11K +66 +2%
HW
1305
Hancock Whitney
Mississippi
$623K -$12K -72 -2%
BO
1306
Bank OZK
Arkansas
$623K -$3.01K -18 -0.5%
RW
1307
REDW Wealth
New Mexico
$623K – – –
RHBC
1308
R.H. Bluestein & Co
Michigan
$620K -$100K -598 -14%
SFA
1309
Sequoia Financial Advisors
Ohio
$614K -$3.51K -21 -0.6%
FC
1310
Forte Capital
New York
$612K -$4.51K -27 -0.8%
SFG
1311
Summit Financial Group
West Virginia
$611K +$587K +3,511 New
RMAM
1312
Raab & Moskowitz Asset Management
New Jersey
$608K -$23.2K -139 -4%
CCM
1313
Cribstone Capital Management
Maine
$608K -$19.7K -118 -3%
LOAMS
1314
Lombard Odier Asset Management (Switzerland)
Switzerland
$606K – – –
IWA
1315
Inspirion Wealth Advisors
Illinois
$603K – – –
KA
1316
Kovack Advisors
Florida
$603K +$111K +661 +24%
CA
1317
Callahan Advisors
Texas
$602K -$22.9K -137 -4%
CICI
1318
Capital Investment Counsel Inc
North Carolina
$601K – – –
FAM
1319
Foresters Asset Management
Ontario, Canada
$595K +$100K +598 +29%
PCM
1320
Perritt Capital Management
Illinois
$594K -$1K -6 -0.2%
RCAMU
1321
Rothschild & Co Asset Management US
Connecticut
$592K -$53.3K -319 -9%
GKWIM
1322
Gerber Kawasaki Wealth & Investment Management
California
$592K – – –
JMFC
1323
J.M. Forbes & Co
Massachusetts
$591K – – –
BCM
1324
Boltwood Capital Management
California
$590K -$10.4K -62 -2%
KCM
1325
Karp Capital Management
California
$590K +$40K +239 +8%
51 52
53
54 55