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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
GF
876
Gries Financial
Ohio
$811K +$76K +885 +9%
TIM
877
Tevis Investment Management
Texas
$809K +$280K +3,259 +46%
RSVP
878
Ramsay Stattman Vela & Price
Colorado
$806K -$130K -1,519 -13%
LNB
879
Ledyard National Bank
$803K -$11.8K -137 -1%
CRC
880
Curi RMB Capital
Illinois
$801K -$41.4K -482 -4%
CC
881
Claybrook Capital
Massachusetts
$800K – – –
ACA
882
Aptus Capital Advisors
Alabama
$798K +$221K +2,579 +34%
UBV
883
United Bank (Virginia)
Virginia
$790K -$6.78K -79 -0.8%
FWM
884
Focused Wealth Management
New York
$786K +$86 +1 +0%
BL
885
Balentine LLC
Georgia
$783K +$215K +2,506 +33%
STC
886
Sarah T. Connolly
$782K -$12.3K -143 -1%
CWMGP
887
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$781K -$95.7K -1,115 -10%
CFFP
888
Center for Financial Planning
Michigan
$781K +$12K +140 +1%
SWM
889
Spire Wealth Management
Virginia
$779K +$48.3K +563 +6%
GIA
890
Guyasuta Investment Advisors
Pennsylvania
$779K – – –
PL
891
Parthenon LLC
Kentucky
$776K -$20.6K -240 -2%
BTWM
892
Baker Tilly Wealth Management
Wisconsin
$772K +$317K +3,689 +60%
MCA
893
MSH Capital Advisors
Arizona
$770K +$21.9K +255 +3%
CIC
894
Crawford Investment Counsel
Georgia
$768K +$6.1K +71 +0.7%
FFBTD
895
First Financial Bank - Trust Division
Ohio
$767K -$2.92K -34 -0.3%
V
896
VeraBank
Texas
$766K – – –
DMBA
897
Deseret Mutual Benefit Administrators
Utah
$764K -$54.8K -638 -6%
SIA
898
Soltis Investment Advisors
Utah
$761K +$32.7K +381 +4%
PG
899
Prostatis Group
Maryland
$760K -$24.4K -284 -3%
CCM
900
CAAS Capital Management
New York
$758K +$832K +9,688 New
34 35
36
37 38