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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
1651
Court Place Advisors
Maryland
$289K +$22.7K +180 +9%
CCM
1652
CWH Capital Management
Washington
$287K +$277K +2,198 New
BOPW
1653
Brandywine Oak Private Wealth
Pennsylvania
$284K -$31.1K -247 -10%
DE
1654
Day & Ennis
Georgia
$284K +$11.3K +90 +4%
PO
1655
Private Ocean
California
$283K – – –
MWM
1656
Merriman Wealth Management
Washington
$282K +$272K +2,159 New
PA
1657
Perennial Advisors
New York
$282K +$272K +2,159 New
LCAM
1658
London & Capital Asset Management
United Kingdom
$281K +$271K +2,153 New
CHAM
1659
Clear Harbor Asset Management
Connecticut
$280K – – –
HPC
1660
Hobart Private Capital
North Carolina
$279K +$270K +2,141 New
PAS
1661
Partnervest Advisory Services
California
$279K -$8.19K -65 -3%
GIM
1662
Groesbeck Investment Management
New Jersey
$279K – – –
SOAMC
1663
Spirit of America Management Corp
New York
$279K – – –
SFG
1664
Summit Financial Group
West Virginia
$279K – – –
SWP
1665
Summit Wealth Partners
Florida
$278K -$54.1K -429 -17%
MGIA
1666
Moneta Group Investment Advisors
Missouri
$278K +$269K +2,131 New
HIC
1667
Hartline Investment Corp
Illinois
$277K -$1.05M -8,319 -80%
DI
1668
DAGCO Inc
Ohio
$277K – – –
PTB
1669
Pioneer Trust Bank
Oregon
$276K -$121K -957 -31%
BI
1670
Ballast Inc
Kentucky
$275K – – –
FCFC
1671
First Commonwealth Financial Corp
Pennsylvania
$275K – – –
IP
1672
Investment Partners
Ohio
$275K +$5.92K +47 +2%
KMWM
1673
Keudell/Morrison Wealth Management
Oregon
$275K +$266K +2,112 New
CICI
1674
Capital Investment Counsel Inc
North Carolina
$274K -$22.4K -178 -8%
VA
1675
Valmark Advisers
Ohio
$274K +$264K +2,098 New
65 66
67
68 69