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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
VIG
1301
Vienna Insurance Group
Poland
$846K +$827K +4,297 New
RCM
1302
RB Capital Management
Nevada
$845K +$8.46K +44 +1%
SFA
1303
Sequoia Financial Advisors
Ohio
$845K +$87K +452 +12%
JFA
1304
JNBA Financial Advisors
Minnesota
$844K +$77.3K +402 +10%
MC
1305
Middleton & Co
Massachusetts
$841K -$8.08K -42 -1%
BWA
1306
Burt Wealth Advisors
Maryland
$837K -$39.6K -206 -5%
SC
1307
Searle & Co
Connecticut
$828K – – –
OCM
1308
Orser Capital Management
Texas
$827K +$775K +4,028 New
CPO
1309
Cerity Partners OCIO
New York
$825K +$385 +2 +0%
RTS
1310
Round Table Services
New Jersey
$817K – – –
BFG
1311
Barber Financial Group
Kansas
$817K +$22.7K +118 +3%
SP
1312
Successful Portfolios
Florida
$813K +$795K +4,130 New
ACS
1313
Archford Capital Strategies
Illinois
$811K -$89.7K -466 -10%
WDL
1314
Well Done LLC
Michigan
$810K -$73.3K -381 -8%
WCM
1315
Whitener Capital Management
North Carolina
$803K +$786K +4,084 New
GWM
1316
GSB Wealth Management
Connecticut
$800K – – –
SA
1317
SRH Advisors
Kansas
$800K – – –
SS
1318
Simplicity Solutions
Minnesota
$800K +$512K +2,660 +189%
NFG
1319
Next Financial Group
Texas
$798K -$359K -1,864 -31%
TIM
1320
Tortoise Investment Management
New York
$796K -$8.08K -42 -1%
ECM
1321
Evergreen Capital Management
Washington
$796K +$778K +4,045 New
MPPLM
1322
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$793K +$776K +4,032 New
HCM
1323
Hengehold Capital Management
Ohio
$788K -$28.7K -149 -4%
CHAM
1324
Clear Harbor Asset Management
Connecticut
$788K -$13.9K -72 -2%
RVM
1325
Robinson Value Management
Texas
$788K – – –
51 52
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