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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
TC
1476
Telemus Capital
Michigan
$604K +$254K +1,570 +62%
SP
1477
Successful Portfolios
Florida
$601K +$324 +2 +0%
W
1478
Wealthquest
Ohio
$601K +$13K +80 +2%
BL
1479
Balentine LLC
Georgia
$599K +$161K +991 +32%
AMIM
1480
Aull & Monroe Investment Management
Alabama
$598K – – –
CCMG
1481
Clark Capital Management Group
Pennsylvania
$596K – – –
CAG
1482
Crestwood Advisors Group
Massachusetts
$594K +$36.8K +227 +6%
AIL
1483
AGF Investments LLC
Ontario, Canada
$593K +$23.7K +146 +4%
LW
1484
Linscomb Wealth
Texas
$592K +$162 +1 +0%
TFO
1485
Tarbox Family Office
California
$590K -$3.24K -20 -0.5%
SCA
1486
Strategic Capital Advisers
Colorado
$590K +$390K +2,404 +148%
PWM
1487
Palumbo Wealth Management
New York
$589K +$60.9K +376 +10%
GL
1488
Graypoint LLC
New York
$587K -$48.1K -297 -7%
RCM
1489
RB Capital Management
Nevada
$587K -$7.78K -48 -1%
SFA
1490
Sequoia Financial Advisors
Ohio
$585K -$1.62M -9,988 -71%
BFS
1491
Bard Financial Services
Connecticut
$584K -$96.1K -593 -13%
SA
1492
Sicart Associates
New York
$584K – – –
RM
1493
Resource Management
Louisiana
$581K -$61.7K -381 -9%
TFF
1494
The Family Firm
Maryland
$581K -$8.43K -52 -1%
DM
1495
Diker Management
New York
$579K – – –
TF
1496
Tompkins Financial
New York
$578K +$638K +3,940 New
CCM
1497
Chilton Capital Management
Texas
$576K +$77.6K +479 +14%
LA
1498
Latitude Advisors
Florida
$576K +$337K +2,082 +113%
ZAM
1499
Zevin Asset Management
Massachusetts
$573K -$10.7K -66 -2%
EA
1500
Elm Advisors
California
$573K – – –
58 59
60
61 62