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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
876
Meridian Wealth Management
Kentucky
$813K -$242K -2,824 -21%
GF
877
Gries Financial
Ohio
$811K +$76K +885 +9%
TIM
878
Tevis Investment Management
Texas
$809K +$280K +3,259 +46%
RSVP
879
Ramsay Stattman Vela & Price
Colorado
$806K -$130K -1,519 -13%
LNB
880
Ledyard National Bank
$803K -$11.8K -137 -1%
CRC
881
Curi RMB Capital
Illinois
$801K -$41.4K -482 -4%
CC
882
Claybrook Capital
Massachusetts
$800K – – –
ACA
883
Aptus Capital Advisors
Alabama
$798K +$221K +2,579 +34%
UBV
884
United Bank (Virginia)
Virginia
$790K -$6.78K -79 -0.8%
FWM
885
Focused Wealth Management
New York
$786K +$86 +1 +0%
BL
886
Balentine LLC
Georgia
$783K +$215K +2,506 +33%
STC
887
Sarah T. Connolly
$782K -$12.3K -143 -1%
CWMGP
888
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$781K -$95.7K -1,115 -10%
CFFP
889
Center for Financial Planning
Michigan
$781K +$12K +140 +1%
SWM
890
Spire Wealth Management
Virginia
$779K +$48.3K +563 +6%
GIA
891
Guyasuta Investment Advisors
Pennsylvania
$779K – – –
PL
892
Parthenon LLC
Kentucky
$776K -$20.6K -240 -2%
BTWM
893
Baker Tilly Wealth Management
Wisconsin
$772K +$317K +3,689 +60%
MCA
894
MSH Capital Advisors
Arizona
$770K +$21.9K +255 +3%
CIC
895
Crawford Investment Counsel
Georgia
$768K +$6.1K +71 +0.7%
FFBTD
896
First Financial Bank - Trust Division
Ohio
$767K -$2.92K -34 -0.3%
V
897
VeraBank
Texas
$766K – – –
DMBA
898
Deseret Mutual Benefit Administrators
Utah
$764K -$54.8K -638 -6%
SIA
899
Soltis Investment Advisors
Utah
$761K +$32.7K +381 +4%
PG
900
Prostatis Group
Maryland
$760K -$82.3M -958,094 -99%
34 35
36
37 38