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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
SFSIG
1326
San Francisco Sentry Investment Group
California
$584K +$13.4K +96 +2%
LW
1327
Linscomb Wealth
Texas
$583K -$38.4K -275 -6%
RBA
1328
Richard Bernstein Advisors
New York
$583K – – –
AMIM
1329
Aull & Monroe Investment Management
Alabama
$577K – – –
TC
1330
TownSquare Capital
Utah
$576K +$119K +851 +27%
TIA
1331
Tiemann Investment Advisors
California
$573K -$97.6K -698 -14%
GWCM
1332
Godshalk Welsh Capital Management
Pennsylvania
$573K -$16.8K -120 -3%
EM
1333
Excalibur Management
Massachusetts
$572K +$39K +279 +7%
BW
1334
Bison Wealth
Georgia
$571K +$15.5K +111 +3%
MIH
1335
Meitav Investment House
Israel
$570K +$115K +824 +25%
BFC
1336
Bedel Financial Consulting
Indiana
$569K – – –
MSFP
1337
Mark Sheptoff Financial Planning
Connecticut
$565K – – –
ZAM
1338
Zevin Asset Management
Massachusetts
$565K – – –
KTC
1339
Kistler-Tiffany Companies
Pennsylvania
$562K – – –
SA
1340
SRH Advisors
Kansas
$561K +$559 +4 +0.1%
CGL
1341
Clarius Group LLC
Washington
$561K +$132K +945 +30%
PWP
1342
Principle Wealth Partners
Connecticut
$560K +$254K +1,819 +81%
ACM
1343
Alethea Capital Management
Washington
$559K -$75.4K -539 -12%
TIM
1344
Tortoise Investment Management
New York
$556K -$33.4K -239 -6%
PAS
1345
Park Avenue Securities
New York
$553K -$14.3K -102 -2%
W
1346
Wealthquest
Ohio
$551K -$49.1K -351 -8%
BCM
1347
BTR Capital Management
California
$550K – – –
FMTC
1348
Farmers & Merchants Trust Company
California
$549K – – –
IWM
1349
IHT Wealth Management
Illinois
$548K -$68.1K -487 -11%
CA
1350
Calton & Associates
Florida
$547K +$4.33K +31 +0.8%
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