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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
701
SouthState Corp
Florida
$3.77M -$330K -1,976 -8%
WAM
702
Wealthspire Advisors (Maryland)
Maryland
$3.75M +$912K +5,451 +34%
CGI
703
CI Global Investments
California
$3.75M – – –
FMWA
704
Forvis Mazars Wealth Advisors
Missouri
$3.74M -$14.5K -87 -0.4%
NB
705
NBT Bank
New York
$3.73M -$23.1K -138 -0.6%
CCT
706
Chemung Canal Trust
New York
$3.72M +$82.1K +491 +2%
CCM
707
Consolidated Capital Management
California
$3.72M -$30.8K -184 -0.9%
FC
708
FCA Corp
Texas
$3.71M -$9.03K -54 -0.3%
BMO
709
Beck Mack & Oliver
New York
$3.7M -$79.3K -474 -2%
FCT
710
Family Capital Trust
Massachusetts
$3.67M +$14K +84 +0.4%
AP
711
Appleton Partners
Massachusetts
$3.66M +$566K +3,387 +19%
FC
712
Fayerweather Charles
$3.64M -$184K -1,099 -5%
ST
713
Smithfield Trust
Pennsylvania
$3.61M -$6.02K -36 -0.2%
PAIM
714
Punch & Associates Investment Management
Minnesota
$3.61M +$236K +1,410 +7%
SLI
715
Sumitomo Life Insurance
Japan
$3.59M +$146K +872 +4%
LA
716
Lau Associates
Delaware
$3.59M +$1.05M +6,279 +44%
EWA
717
Exencial Wealth Advisors
Oklahoma
$3.58M -$170K -1,019 -5%
WA
718
Wealth Architects
California
$3.57M -$24.1K -144 -0.7%
MC
719
Moors & Cabot
Massachusetts
$3.56M -$229K -1,372 -6%
WA
720
WBH Advisory
Maryland
$3.55M -$14.4K -86 -0.4%
WCF
721
West Coast Financial
California
$3.55M -$3.43M -20,504 -50%
TF
722
Tompkins Financial
New York
$3.54M -$10.7K -64 -0.3%
WJA
723
Williams Jones & Associates
New York
$3.53M -$63.9K -382 -2%
SCP
724
Sandhill Capital Partners
New York
$3.51M +$17.6K +105 +0.5%
SWP
725
Stratos Wealth Partners
Ohio
$3.51M +$442K +2,643 +15%
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