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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
JMFC
1476
J.M. Forbes & Co
Massachusetts
$610K -$23.5K -145 -3%
AWP
1477
Ascent Wealth Partners
New York
$608K +$179K +1,106 +36%
RWA
1478
River Wealth Advisors
Pennsylvania
$606K +$3.89K +24 +0.6%
EGA
1479
Eagle Global Advisors
Texas
$604K – – –
TC
1480
Telemus Capital
Michigan
$604K +$254K +1,570 +62%
SP
1481
Successful Portfolios
Florida
$601K +$324 +2 +0%
W
1482
Wealthquest
Ohio
$601K +$13K +80 +2%
BL
1483
Balentine LLC
Georgia
$599K +$161K +991 +32%
AMIM
1484
Aull & Monroe Investment Management
Alabama
$598K – – –
CCMG
1485
Clark Capital Management Group
Pennsylvania
$596K – – –
CAG
1486
Crestwood Advisors Group
Massachusetts
$594K +$36.8K +227 +6%
AIL
1487
AGF Investments LLC
Ontario, Canada
$593K +$23.7K +146 +4%
LW
1488
Linscomb Wealth
Texas
$592K +$162 +1 +0%
TFO
1489
Tarbox Family Office
California
$590K -$3.24K -20 -0.5%
SCA
1490
Strategic Capital Advisers
Colorado
$590K +$390K +2,404 +148%
PWM
1491
Palumbo Wealth Management
New York
$589K +$60.9K +376 +10%
GL
1492
Graypoint LLC
New York
$587K -$48.1K -297 -7%
RCM
1493
RB Capital Management
Nevada
$587K -$7.78K -48 -1%
SFA
1494
Sequoia Financial Advisors
Ohio
$585K -$1.62M -9,988 -71%
BFS
1495
Bard Financial Services
Connecticut
$584K -$96.1K -593 -13%
SA
1496
Sicart Associates
New York
$584K – – –
RM
1497
Resource Management
Louisiana
$581K -$61.7K -381 -9%
TFF
1498
The Family Firm
Maryland
$581K -$8.43K -52 -1%
DM
1499
Diker Management
New York
$579K – – –
TF
1500
Tompkins Financial
New York
$578K +$638K +3,940 New
58 59
60
61 62