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3M
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Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1301
Callahan Advisors
Texas
$582K -$23.9K -138 -4%
UR
1302
USCA RIA
Texas
$579K – – –
SCI
1303
Stableford Capital II
Arizona
$578K +$103K +596 +22%
SCM
1304
SOL Capital Management
Maryland
$573K -$20.6K -119 -4%
RWA
1305
River Wealth Advisors
Pennsylvania
$573K -$3.47K -20 -0.6%
NBC
1306
Neuberger Berman Canada
Ontario, Canada
$573K +$566K +3,264 New
SLT
1307
St Louis Trust
Missouri
$572K -$77.8K -449 -12%
FAM
1308
Fred Alger Management
New York
$570K -$304K -1,757 -35%
IIC
1309
Integrated Investment Consultants
Michigan
$569K +$5.89K +34 +1%
SQA
1310
Simon Quick Advisors
New Jersey
$568K +$221K +1,275 +65%
FC
1311
Forte Capital
New York
$566K -$50.3K -290 -8%
IC
1312
Intersect Capital
California
$565K +$40.7K +235 +8%
SHCM
1313
Stokes & Hubbell Capital Management
Louisiana
$563K +$520 +3 +0.1%
MRCM
1314
M&R Capital Management
New Jersey
$562K -$30.8K -178 -5%
BCM
1315
Blume Capital Management
California
$562K +$1.04K +6 +0.2%
NP
1316
NorthRock Partners
Minnesota
$561K +$1.21K +7 +0.2%
FGP
1317
Foyston, Gordon, & Payne
Ontario, Canada
$559K -$122K -706 -18%
SGCA
1318
Steel Grove Capital Advisors
Tennessee
$558K -$252K -1,456 -31%
DWM
1319
Doyle Wealth Management
Florida
$558K – – –
SAM
1320
SignalPoint Asset Management
Missouri
$554K +$548K +3,161 New
LCM
1321
Liberty Capital Management
Michigan
$548K – – –
MFBTD
1322
MB Financial Bank - Trust Department
Illinois
$546K – – –
CW
1323
Cobiz Wealth
Colorado
$545K -$129K -744 -19%
BCM
1324
Beddow Capital Management
Wyoming
$545K – – –
TCM
1325
Tuttle Capital Management
Connecticut
$544K -$693K -3,997 -56%
51 52
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