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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
CM
1576
Capula Management
Cayman Islands
$537K +$499K +3,331 New
CA
1577
Claro Advisors
Massachusetts
$536K +$18.3K +122 +4%
MIM
1578
Marco Investment Management
Georgia
$536K +$89.5K +598 +22%
CWP
1579
CFM Wealth Partners
Texas
$534K +$1.8K +12 +0.4%
ECAM
1580
East Coast Asset Management
Massachusetts
$531K – – –
TC
1581
Telemus Capital
Michigan
$530K +$599 +4 +0.1%
LOAMS
1582
Lombard Odier Asset Management (Switzerland)
Switzerland
$530K +$492K +3,288 New
MWA
1583
MFA Wealth Advisors
Pennsylvania
$529K -$22.8K -152 -4%
AWM
1584
Altavista Wealth Management
North Carolina
$528K – – –
MFW
1585
Mosaic Family Wealth
Missouri
$527K +$3.59K +24 +0.7%
RMC
1586
Resources Management Corp
Connecticut
$527K +$107K +718 +28%
WAP
1587
Wealthcare Advisory Partners
Pennsylvania
$525K +$36.2K +242 +8%
OFG
1588
OmniStar Financial Group
North Carolina
$524K -$337K -2,251 -41%
WHG
1589
Westwood Holdings Group
Texas
$522K +$216K +1,441 +80%
GWA
1590
GGM Wealth Advisors
Maryland
$520K -$10K -67 -2%
DI
1591
Diligent Investors
California
$519K -$123K -819 -20%
BB
1592
Berkshire Bank
Massachusetts
$518K -$48.4K -323 -9%
MWA
1593
Meridian Wealth Advisors
Texas
$518K – – –
OF
1594
Outfitter Financial
Maine
$516K +$5.39K +36 +1%
BBA
1595
Braun-Bostich & Associates
Pennsylvania
$516K +$93.4K +624 +24%
GWS
1596
Glassman Wealth Services
Virginia
$515K +$8.53K +57 +2%
SNB
1597
Security National Bank
Nebraska
$515K +$479K +3,198 New
WF
1598
WoodTrust Financial
Wisconsin
$514K – – –
TK
1599
TIAA Kaspick
Massachusetts
$510K – – –
ISWM
1600
Independent Solutions Wealth Management
New York
$509K +$46.1K +308 +11%
62 63
64
65 66