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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
KPCM
1301
Kings Point Capital Management
New York
$549K -$23.7K -180 -4%
IFWM
1302
Institute for Wealth Management
Colorado
$547K -$7.89K -60 -1%
MW
1303
Marcum Wealth
Ohio
$547K +$8.81K +67 +1%
SAM
1304
Summit Asset Management
Tennessee
$547K +$16.4K +125 +3%
GCM
1305
Glynn Capital Management
California
$546K – – –
PAWC
1306
P.A.W. Capital
Connecticut
$546K – – –
PCA
1307
Peddock Capital Advisors
Massachusetts
$546K – – –
TC
1308
TAP Consulting
Missouri
$544K -$565K -4,295 -47%
FCBT
1309
First Citizens Bank & Trust
North Carolina
$541K -$48.7K -370 -7%
CQS
1310
Credential Qtrade Securities
$539K -$563K -4,279 -48%
JAFL
1311
Jay A. Fishman Ltd
Michigan
$537K +$236K +1,794 +94%
GIA
1312
Granite Investment Advisors
New Hampshire
$537K -$172K -1,308 -22%
HHGA
1313
Halbert Hargrove Global Advisors
California
$537K -$35.4K -269 -5%
DM
1314
Diker Management
New York
$537K – – –
SIC
1315
Sigma Investment Counselors
Michigan
$536K -$2.11M -16,018 -77%
RCM
1316
RB Capital Management
Nevada
$536K -$71.7K -545 -10%
SA
1317
SRH Advisors
Kansas
$535K +$79.2K +602 +15%
TSW
1318
Thompson Siegel & Walmsley
Virginia
$533K -$77K -585 -11%
ACM
1319
Alethea Capital Management
Washington
$532K – – –
KTC
1320
Kistler-Tiffany Companies
Pennsylvania
$532K – – –
CC
1321
Claybrook Capital
Massachusetts
$532K +$614K +4,664 New
QCG
1322
Quadrant Capital Group
Ohio
$531K -$396K -3,007 -39%
AWS
1323
Arkfeld Wealth Strategies
Nebraska
$531K -$1.97K -15 -0.3%
FIM
1324
Freedom Investment Management
Connecticut
$530K +$65.4K +497 +14%
HIS
1325
Harvest Investment Services
Illinois
$528K +$609K +4,630 New
51 52
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