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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
701
Ally Financial
Michigan
$3.74M – – –
GP
702
Greenline Partners
New York
$3.74M +$3.62M +21,515 New
SC
703
SouthState Corp
Florida
$3.71M -$74.9K -445 -2%
FBT
704
First Bankers Trust
Kentucky
$3.7M -$3.17M -18,834 -47%
CFG
705
Citizens Financial Group
Rhode Island
$3.69M -$41.9K -249 -1%
CCM
706
Coldstream Capital Management
Washington
$3.69M +$73.7K +438 +2%
SIM
707
Sonora Investment Management
Arizona
$3.68M +$697K +4,139 +24%
GSC
708
G&S Capital
Colorado
$3.67M +$3.22M +19,105 +945%
BCWM
709
Bartlett & Co Wealth Management
Ohio
$3.65M +$16.2K +96 +0.5%
BC
710
Bartlett & Co
Ohio
$3.65M +$16.2K +96 +0.5%
PAIM
711
Punch & Associates Investment Management
Minnesota
$3.63M +$9.26K +55 +0.3%
WAM
712
Wealthspire Advisors (Maryland)
Maryland
$3.63M +$294K +1,745 +9%
GD
713
Grandfield & Dodd
New York
$3.62M – – –
WKWM
714
Walter & Keenan Wealth Management
Indiana
$3.62M -$154K -914 -4%
SPC
715
Sigma Planning Corp
Michigan
$3.62M +$215K +1,277 +7%
SCP
716
Sandhill Capital Partners
New York
$3.61M +$89.4K +531 +3%
WJA
717
Williams Jones & Associates
New York
$3.6M -$21.9K -130 -0.6%
DSC
718
Duncker Streett & Co
Missouri
$3.6M -$41.9K -249 -1%
FCM
719
Flinton Capital Management
Pennsylvania
$3.6M +$493K +2,928 +16%
CCM
720
Consolidated Capital Management
California
$3.59M -$2.49M -14,773 -42%
FA
721
FDx Advisors
Illinois
$3.58M +$1.35M +8,046 +64%
SWM
722
SVA Wealth Management
Wisconsin
$3.58M -$2.81M -16,681 -45%
FC
723
FCA Corp
Texas
$3.57M -$32.3K -192 -0.9%
MAM
724
Morse Asset Management
Connecticut
$3.57M – – –
IIC
725
Ironwood Investment Counsel
Arizona
$3.57M -$19K -113 -0.5%
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