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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
PWP
776
Private Wealth Partners
California
$2.98M -$35.4K -204 -1%
LMAM
777
Legg Mason Asset Management
Japan
$2.96M +$1.68M +9,688 +135%
MBA
778
McQueen Ball & Associates
Pennsylvania
$2.96M +$19.8K +114 +0.7%
RB
779
Rodgers Brothers
Pennsylvania
$2.93M – – –
BAM
780
Belpointe Asset Management
Nevada
$2.93M +$2.89M +16,705 New
GCAC
781
Guardian Capital Advisors (Canada)
Ontario, Canada
$2.93M -$1.04K -6 -0%
CWM
782
Concentric Wealth Management
California
$2.92M +$4.16K +24 +0.1%
HCM
783
Hall Capital Management
Rhode Island
$2.91M -$33.1K -191 -1%
PFC
784
Poplar Forest Capital
California
$2.9M – – –
WAM
785
Weatherly Asset Management
California
$2.9M -$103K -596 -3%
SCM
786
Stonebridge Capital Management
California
$2.9M -$32.2K -186 -1%
CHC
787
City Holding Co
West Virginia
$2.88M +$180K +1,041 +7%
BL
788
BFSG LLC
California
$2.88M -$87K -502 -3%
UF
789
Univest Financial
Pennsylvania
$2.87M -$106K -611 -4%
PAM
790
Paradigm Asset Management
New York
$2.87M -$977K -5,637 -26%
RIL
791
Rothschild Investment LLC
Illinois
$2.87M -$557K -3,212 -16%
MA
792
Montag & Associates
Georgia
$2.83M +$19.9K +115 +0.7%
PFS
793
Physicians Financial Services
North Carolina
$2.83M – – –
SFSG
794
Stearns Financial Services Group
North Carolina
$2.83M -$545K -3,143 -16%
MIP
795
Marietta Investment Partners
Wisconsin
$2.82M – – –
TTWM
796
TCV Trust & Wealth Management
Virginia
$2.82M +$79.7K +460 +3%
SCM
797
Schnieders Capital Management
California
$2.82M +$3.12K +18 +0.1%
CCWA
798
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.81M +$135K +777 +5%
BB
799
Bell Bank
North Dakota
$2.77M -$8.49K -49 -0.3%
VFM
800
Viking Fund Management
North Dakota
$2.77M – – –
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