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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
LAIC
1501
Lederer & Associates Investment Counsel
California
$393K -$25.7K -167 -6%
UR
1502
USCA RIA
Texas
$393K +$65K +422 +18%
CB
1503
CNB Bank
Pennsylvania
$393K +$101K +655 +32%
VAG
1504
VisionPoint Advisory Group
Texas
$392K +$71.3K +463 +21%
WHG
1505
Westwood Holdings Group
Texas
$391K -$1.34M -8,709 -76%
SFG
1506
Sather Financial Group
Texas
$391K -$6.46K -42 -2%
SM
1507
Sciencast Management
New Jersey
$391K +$414K +2,687 New
LC
1508
Landaas & Company
Wisconsin
$390K – – –
WRM
1509
Weybosset Research & Management
Rhode Island
$390K – – –
SMFS
1510
Squar Milner Financial Services
California
$389K +$142K +920 +52%
EVM
1511
Evelyn V. Moreno
$388K +$4.62K +30 +1%
BRWM
1512
B. Riley Wealth Management
Tennessee
$388K +$45.7K +297 +12%
MC
1513
Matisse Capital
Oregon
$387K +$27.6K +179 +7%
FI
1514
Fosun International
China
$386K +$120K +777 +41%
GIA
1515
Gladstone Institutional Advisory
Florida
$386K +$409K +2,659 New
SIC
1516
SFE Investment Counsel
California
$382K -$1.35M -8,799 -77%
BHWM
1517
Bay Harbor Wealth Management
Maryland
$381K +$1.85K +12 +0.5%
RCM
1518
RNC Capital Management
California
$381K +$73.7K +479 +22%
TCM
1519
Telos Capital Management
California
$375K +$22.5K +146 +6%
IUHSA
1520
Itau Unibanco Holding S.A.
Brazil
$374K +$80.4K +522 +25%
NFC
1521
Northeast Financial Consultants
Connecticut
$373K – – –
MMPW
1522
Mitchell McLeod Pugh & Williams
Alabama
$372K +$18.3K +119 +5%
HKAM
1523
Horizon Kinetics Asset Management
New York
$369K +$17.1K +111 +5%
ASC
1524
Atalanta Sosnoff Capital
New York
$369K +$391K +2,543 New
DW
1525
Domani Wealth
Pennsylvania
$366K +$5.54K +36 +1%
59 60
61
62 63