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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
1351
GSB Wealth Management
Connecticut
$675K – – –
TFO
1352
Tarbox Family Office
California
$675K – – –
CA
1353
Calton & Associates
Florida
$675K +$112K +664 +21%
CP
1354
Covenant Partners
Tennessee
$669K +$649K +3,854 New
AIA
1355
Arbor Investment Advisors
North Carolina
$668K +$647K +3,845 New
SBWM
1356
Sunflower Bank Wealth Management
Arizona
$667K – – –
CHAM
1357
Clear Harbor Asset Management
Connecticut
$666K -$82.5K -490 -11%
CL
1358
CPWM LLC
Washington
$664K -$3.37K -20 -0.5%
MCM
1359
MV Capital Management
Maryland
$659K +$31.8K +189 +5%
PMFA
1360
Plante Moran Financial Advisors
Michigan
$656K -$21.4K -127 -3%
BWM
1361
Buckley Wealth Management
Nevada
$654K – – –
WCM
1362
Weatherstone Capital Management
Colorado
$650K +$14K +83 +2%
CGL
1363
Clarius Group LLC
Washington
$650K +$239K +1,418 +61%
BCP
1364
Blackhawk Capital Partners
Wisconsin
$647K +$627K +3,726 New
NB
1365
Nicolet Bankshares
Wisconsin
$646K -$10.1K -60 -2%
RIA
1366
Realta Investment Advisors
Delaware
$646K +$634K +3,765 New
BFA
1367
Beaumont Financial Advisors
Massachusetts
$645K +$40.6K +241 +7%
AWCI
1368
Alpine Woods Capital Investors
New York
$644K +$20.2K +120 +3%
DI
1369
Diligent Investors
California
$644K +$65.8K +391 +12%
CIM
1370
CIM Investment Management
Pennsylvania
$643K – – –
GLLW
1371
Graves Light Lenhart Wealth
Virginia
$642K – – –
FNBOMD
1372
First National Bank of Mount Dora
Florida
$640K -$282K -1,676 -31%
FDCC
1373
Foster Dykema Cabot & Co
Massachusetts
$637K +$1.18K +7 +0.2%
AIC
1374
Ameritas Investment Company
Nebraska
$635K -$1.55M -9,191 -72%
PTB
1375
Pioneer Trust Bank
Oregon
$635K -$68.2K -405 -10%
53 54
55
56 57