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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
NFC
1401
Northeast Financial Consultants
Connecticut
$251K – – –
AW
1402
Alpha Windward
Massachusetts
$250K -$18.7K -136 -7%
AP
1403
Atwood & Palmer
Missouri
$250K – – –
CCM
1404
Copeland Capital Management
Pennsylvania
$247K – – –
SFA
1405
Sequoia Financial Advisors
Ohio
$245K +$245K +1,778 New
RDM
1406
Retirement Design & Management
Connecticut
$244K – – –
TFF
1407
The Family Firm
Maryland
$242K – – –
NFG
1408
Nadler Financial Group
Illinois
$236K +$413 +3 +0.2%
HWA
1409
Heritage Wealth Advisors
Virginia
$236K +$236K +1,710 New
CL
1410
CPWM LLC
Washington
$235K -$19K -138 -7%
CA
1411
Capital Advantage
California
$232K -$28K -203 -11%
FNBSF
1412
First National Bank Sioux Falls
South Dakota
$232K – – –
AHB
1413
Abner Herrman & Brock
New Jersey
$231K -$560K -4,066 -71%
EVM
1414
Evelyn V. Moreno
$231K – – –
IP
1415
Isthmus Partners
Wisconsin
$231K – – –
CCG
1416
Chatham Capital Group
Georgia
$231K +$231K +1,674 New
FUBT
1417
First United Bank & Trust
Maryland
$231K +$231K +1,674 New
PCM
1418
Price Capital Management
Louisiana
$231K +$231K +1,674 New
EWM
1419
Evermay Wealth Management
Virginia
$227K – – –
PAS
1420
Partnervest Advisory Services
California
$227K +$24.9K +181 +12%
WOC
1421
West Oak Capital
California
$227K -$24.7K -179 -10%
RPGK
1422
Retirement Planning Group (Kansas)
Kansas
$226K -$138 -1 -0.1%
CG
1423
Colony Group
Massachusetts
$224K -$730K -5,297 -77%
TIM
1424
Tortoise Investment Management
New York
$223K -$4.82K -35 -2%
DAS
1425
Dynamic Advisor Solutions
Arizona
$223K +$223K +1,615 New
55 56
57
58 59