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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
SFP
1526
Shepherd Financial Partners
Massachusetts
$240K -$20K -236 -8%
CWP
1527
Corepath Wealth Partners
Arizona
$238K – – –
GA
1528
Greenhaven Associates
New York
$237K – – –
TC
1529
Telemus Capital
Michigan
$235K -$26.1K -307 -10%
CAM
1530
Campion Asset Management
Virginia
$235K -$13.7K -161 -5%
MA
1531
MKT Advisors
California
$234K +$1.19K +14 +0.6%
BMM
1532
Buffington Mohr McNeal
Idaho
$234K – – –
MCCA
1533
Mill Creek Capital Advisors
Pennsylvania
$233K -$17.6K -207 -7%
P
1534
&Partners
Tennessee
$232K +$3.99K +47 +2%
WCG
1535
Weaver Consulting Group
California
$232K -$81.3K -957 -26%
PCI
1536
Planning Center Inc
Illinois
$232K -$21.2K -249 -8%
IGWM
1537
ICA Group Wealth Management
Colorado
$231K -$362K -4,258 -61%
AT
1538
Arvest Trust
Oklahoma
$230K +$210K +2,469 New
CWM
1539
Campbell Wealth Management
Virginia
$230K +$3.06K +36 +1%
SAM
1540
Shell Asset Management
Netherlands
$229K -$1.15M -13,552 -83%
TLCM
1541
Twin Lakes Capital Management
California
$229K – – –
SAM
1542
S.A. Mason
Michigan
$229K – – –
SC
1543
Schoolcraft Capital
Colorado
$227K +$231K +2,714 New
BAM
1544
Byrne Asset Management
New Jersey
$226K +$92K +1,083 +67%
SWM
1545
Silverlake Wealth Management
Vermont
$226K +$1.44K +17 +0.6%
HI
1546
Humankind Investments
New York
$226K -$491K -5,775 -68%
DTC
1547
Davidson Trust Company
Washington
$226K -$5.52K -65 -2%
HPM
1548
Hoxton Planning & Management
West Virginia
$225K -$13K -153 -5%
HFS
1549
Heritage Financial Services
Massachusetts
$225K – – –
MFWP
1550
Mosaic Family Wealth Partners
Missouri
$225K +$170 +2 +0.1%
60 61
62
63 64