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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
FFS
1501
Founders Financial Securities
Maryland
$355K +$1.06K +7 +0.3%
TPCW
1502
TD Private Client Wealth
New York
$354K +$14.2K +94 +4%
SIS
1503
Sound Income Strategies
Florida
$354K +$36.4K +240 +12%
SIM
1504
Studio Investment Management
Illinois
$354K +$455 +3 +0.1%
OWP
1505
ORG Wealth Partners
Texas
$353K +$102K +676 +45%
MACM
1506
MAC Alpha Capital Management
Florida
$353K +$331K +2,181 New
PWW
1507
Pettyjohn Wood & White
Virginia
$353K +$11.4K +75 +4%
CC
1508
Clearwave Capital
California
$353K +$1.21K +8 +0.4%
B
1509
Bailard
California
$351K – – –
HCM
1510
Hall Capital Management
Rhode Island
$350K – – –
LI
1511
LRI Investments
Florida
$349K -$69.9K -461 -18%
BIM
1512
Baldwin Investment Management
Pennsylvania
$348K +$326K +2,150 New
HT
1513
Heritage Trust
Oklahoma
$348K – – –
BWFA
1514
Baltimore-Washington Financial Advisors
Maryland
$347K -$23.2K -153 -7%
KP
1515
Keel Point
Alabama
$346K +$76.7K +506 +31%
AIM
1516
Alhambra Investment Management
Florida
$346K -$47.4K -313 -13%
NRG
1517
Nemes Rush Group
Michigan
$345K +$118K +778 +58%
SP
1518
Successful Portfolios
Florida
$344K – – –
AA
1519
Alta Advisers
United Kingdom
$344K – – –
VST
1520
Van Strum & Towne
California
$343K – – –
WHG
1521
Westwood Holdings Group
Texas
$342K – – –
KA
1522
Klingman & Associates
New York
$342K +$4.4K +29 +1%
ANTB
1523
AMG National Trust Bank
Colorado
$341K -$37.9K -250 -11%
WDC
1524
Woodward Diversified Capital
California
$341K – – –
SCM
1525
Sunbeam Capital Management
Georgia
$341K +$8.19K +54 +3%
59 60
61
62 63