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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
FSC
1326
Full Sail Capital
Oklahoma
$638K +$664K +4,002 New
EFSCE
1327
Enterprise Financial Services Corp (EFSC)
Missouri
$636K -$7.3K -44 -1%
MWA
1328
Meridian Wealth Advisors
Texas
$635K +$662K +3,987 New
CPO
1329
Cerity Partners OCIO
New York
$633K +$11.8K +71 +2%
SAM
1330
SignalPoint Asset Management
Missouri
$633K +$12.6K +76 +2%
MC
1331
Middleton & Co
Massachusetts
$628K – – –
GCMG
1332
Gyroscope Capital Management Group
Florida
$627K – – –
TCM
1333
Teza Capital Management
Illinois
$627K +$653K +3,936 New
PMFA
1334
Plante Moran Financial Advisors
Michigan
$622K -$95.6K -576 -13%
MKC
1335
M. Kraus & Co
Vermont
$622K -$9.13K -55 -1%
CC
1336
Cornerstone Capital
California
$619K -$12K -72 -2%
GWM
1337
GSB Wealth Management
Connecticut
$619K – – –
TFO
1338
Tarbox Family Office
California
$619K +$1.83K +11 +0.3%
FAIM
1339
Financial Advocates Investment Management
Washington
$614K -$87.1K -525 -12%
FA
1340
Financial Advisors
Massachusetts
$614K +$639K +3,852 New
SGAM
1341
Steinberg Global Asset Management
Florida
$612K -$79.3K -478 -11%
CL
1342
CPWM LLC
Washington
$612K -$6.97K -42 -1%
SBWM
1343
Sunflower Bank Wealth Management
Arizona
$611K – – –
AMCA
1344
Arthur M. Cohen & Associates
Illinois
$607K – – –
VNA
1345
Valley National Advisers
Pennsylvania
$607K +$264K +1,588 +72%
BDF
1346
Balasa Dinverno & Foltz
$605K -$90.5K -545 -13%
NB
1347
Nicolet Bankshares
Wisconsin
$602K +$27.9K +168 +5%
BPWA
1348
Beacon Pointe Wealth Advisors
California
$601K +$625K +3,764 New
BWM
1349
Buckley Wealth Management
Nevada
$600K -$15.8K -95 -2%
CPA
1350
Clear Perspective Advisors
Illinois
$592K +$357K +2,148 +152%
52 53
54
55 56