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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
1501
Chilton Capital Management
Texas
$576K +$77.6K +479 +14%
LA
1502
Latitude Advisors
Florida
$576K +$337K +2,082 +113%
ZAM
1503
Zevin Asset Management
Massachusetts
$573K -$10.7K -66 -2%
EA
1504
Elm Advisors
California
$573K – – –
CT
1505
Columbia Trust
Oregon
$572K – – –
GDP
1506
Great Diamond Partners
Maine
$572K +$75.5K +466 +14%
CA
1507
Claro Advisors
Massachusetts
$572K +$80.7K +498 +15%
NIM
1508
NuWave Investment Management
New Jersey
$572K +$632K +3,898 New
CAM
1509
Campion Asset Management
Virginia
$571K – – –
MPCG
1510
Matrix Private Capital Group
New York
$571K +$324 +2 +0.1%
ATC
1511
Adirondack Trust Company
New York
$571K +$22.4K +138 +4%
MFW
1512
Mosaic Family Wealth
Missouri
$571K +$100K +617 +19%
AT
1513
Arden Trust
Delaware
$570K -$217K -1,342 -26%
BCA
1514
Berman Capital Advisors
Georgia
$570K +$118K +727 +23%
MPPLM
1515
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$569K +$22K +136 +4%
ACM
1516
Advisors Capital Management
New Jersey
$569K +$103K +634 +20%
MSFP
1517
Mark Sheptoff Financial Planning
Connecticut
$568K +$162 +1 +0%
HCP
1518
Hexagon Capital Partners
Arkansas
$566K +$20.7K +128 +3%
FWM
1519
Filbrandt Wealth Management
Wisconsin
$564K – – –
WTFG
1520
Wells Trecaso Financial Group
Ohio
$564K – – –
AIA
1521
Arbor Investment Advisors
North Carolina
$561K -$675K -4,169 -52%
WAAG
1522
Wealth Alliance Advisory Group
Kansas
$561K +$37.6K +232 +6%
APW
1523
Aurora Private Wealth
New Jersey
$560K +$192K +1,188 +45%
MMG
1524
Monetary Management Group
Missouri
$557K +$145K +897 +31%
TAIM
1525
TD Ameritrade Investment Management
Nebraska
$556K +$114K +703 +20%
59 60
61
62 63