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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
1601
Lenox Wealth Management
Ohio
$206K +$2.76K +18 +1%
PP
1602
Pegasus Partners
Wisconsin
$206K +$197K +1,286 New
GC
1603
Gilbert & Cook
Iowa
$206K +$198K +1,290 New
AAP
1604
Arax Advisory Partners
Colorado
$204K +$58.4K +381 +42%
SS
1605
Sunbelt Securities
Texas
$204K +$195K +1,273 New
KWMG
1606
King Wealth Management Group
Florida
$203K +$195K +1,269 New
FP
1607
FDO Partners
Massachusetts
$203K +$195K +1,271 New
OCM
1608
One Capital Management
California
$202K +$194K +1,265 New
CCB
1609
Cutter & Co Brokerage
Missouri
$201K +$193K +1,256 New
NCM
1610
Nelson Capital Management
California
$199K -$9.36K -61 -5%
OFW
1611
Omnia Family Wealth
Florida
$189K +$5.21K +34 +3%
TJHA
1612
Thomas J. Herzfeld Advisors
Florida
$188K +$767 +5 +0.4%
SWA
1613
Sutton Wealth Advisors
Florida
$185K – – –
ANBT
1614
American National Bank & Trust
Texas
$185K +$33.4K +218 +23%
AF
1615
Allworth Financial
California
$184K -$38.8K -253 -18%
ARMC
1616
American Research & Management Company
Massachusetts
$179K +$12.7K +83 +8%
FMT
1617
First Mercantile Trust
Tennessee
$172K – – –
MBT
1618
Monroe Bank & Trust
Michigan
$167K -$210K -1,370 -57%
HFM
1619
Harvest Fund Management
China
$164K – – –
AOWM
1620
Alpha Omega Wealth Management
Virginia
$152K – – –
PFGIA
1621
Patriot Financial Group Insurance Agency
Massachusetts
$148K – – –
BL
1622
Balentine LLC
Georgia
$145K -$3.53K -23 -2%
CWM
1623
Cranbrook Wealth Management
Michigan
$144K – – –
FFC
1624
First Financial Corp
Indiana
$140K -$1.84K -12 -1%
EA
1625
Edge Advisors
Georgia
$139K +$21.6K +141 +19%
63 64
65
66 67