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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1301
Cornerstone Wealth Management
Missouri
$722K +$134K +1,008 +21%
BS
1302
Boenning & Scattergood
Pennsylvania
$721K -$226K -1,696 -23%
FMAEN1
1303
Fund Management at Engine No 1
California
$720K +$769K +5,783 New
WTA
1304
Washington Trust Advisors
Massachusetts
$719K -$52.4K -394 -6%
CYG
1305
Clean Yield Group
Vermont
$719K -$47.7K -359 -6%
HCWM
1306
Harrison & Co Wealth Management
Virginia
$719K +$25.3K +190 +3%
PCM
1307
Poehling Capital Management
Wisconsin
$719K +$462K +3,474 +151%
PL
1308
Plancorp LLC
Missouri
$718K +$399 +3 +0.1%
BCMO
1309
Buckingham Capital Management (Ohio)
Ohio
$717K +$57.4K +432 +8%
MC
1310
Middleton & Co
Massachusetts
$717K +$79.5K +598 +12%
CA
1311
Calton & Associates
Florida
$717K +$459K +3,450 +149%
MHS
1312
M Holdings Securities
Oregon
$712K +$760K +5,717 New
TBWA
1313
Three Bridge Wealth Advisors
California
$711K +$760K +5,716 New
PG
1314
Proffitt & Goodson
Tennessee
$710K +$29.5K +222 +4%
WCM
1315
Weik Capital Management
Pennsylvania
$709K -$65.2K -490 -8%
JF
1316
Jump Financial
Illinois
$709K +$758K +5,700 New
FPCG
1317
Fort Pitt Capital Group
Pennsylvania
$708K +$28.1K +211 +4%
ACS
1318
Archford Capital Strategies
Illinois
$707K +$33.2K +250 +5%
SLF
1319
Sun Life Financial
Ontario, Canada
$704K -$25.1K -189 -3%
SAM
1320
Security Asset Management
New York
$703K – – –
BONST
1321
Bank of Nova Scotia Trust
Ontario, Canada
$702K +$750K +5,639 New
LFAS
1322
Level Four Advisory Services
Texas
$701K -$558K -4,196 -43%
TCOO
1323
Trust Company of Oklahoma
Oklahoma
$700K -$242K -1,823 -24%
NFG
1324
Nations Financial Group
Iowa
$700K -$25K -188 -3%
AW
1325
ACG Wealth
Georgia
$698K -$729K -5,482 -49%
51 52
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