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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
MRCM
1301
M&R Capital Management
New Jersey
$678K +$50K +301 +8%
CAM
1302
Close Asset Management
United Kingdom
$675K -$1.07M -6,445 -24%
LW
1303
Linscomb Wealth
Texas
$674K -$65.9K -397 -9%
LB
1304
Legacy Bridge
Iowa
$671K +$699K +4,211 New
SC
1305
Searle & Co
Connecticut
$670K – – –
KTC
1306
Kistler-Tiffany Companies
Pennsylvania
$670K +$996 +6 +0.1%
AMIM
1307
Aull & Monroe Investment Management
Alabama
$668K -$179K -1,077 -20%
BWA
1308
Burt Wealth Advisors
Maryland
$668K – – –
BFM
1309
Broadview Financial Management
Wisconsin
$668K +$696K +4,193 New
ACM
1310
Alethea Capital Management
Washington
$667K -$99.3K -598 -13%
BFG
1311
Barber Financial Group
Kansas
$663K -$996 -6 -0.1%
SP
1312
Successful Portfolios
Florida
$660K -$2.32K -14 -0.3%
WDL
1313
Well Done LLC
Michigan
$657K +$1.33K +8 +0.2%
CC
1314
Claybrook Capital
Massachusetts
$657K +$605K +3,647 +763%
TST
1315
Tech Square Trading
Massachusetts
$655K +$683K +4,112 New
ZAM
1316
Zevin Asset Management
Massachusetts
$654K – – –
CAW
1317
Cornerstone Advisors (Washington)
Washington
$653K +$6.47K +39 +1%
BCM
1318
Beddow Capital Management
Wyoming
$653K +$104K +628 +18%
TIM
1319
Tortoise Investment Management
New York
$652K -$10.1K -61 -1%
CBT
1320
Capital Bank & Trust
California
$649K +$23.7K +143 +4%
SA
1321
SRH Advisors
Kansas
$648K +$664 +4 +0.1%
PTB
1322
Pioneer Trust Bank
Oregon
$647K – – –
RW
1323
REDW Wealth
New Mexico
$647K +$166 +1 +0%
FMTC
1324
Farmers & Merchants Trust Company
California
$647K +$674K +4,058 New
PAS
1325
Park Avenue Securities
New York
$642K -$160K -966 -19%
51 52
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