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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
LW
901
Linscomb Wealth
Texas
$1.09M +$196K +2,011 +23%
TBA
902
Train Babcock Advisors
New York
$1.09M – – –
BHBT
903
Burke & Herbert Bank & Trust
Virginia
$1.08M – – –
BAS
904
Brown Advisory Securities
Maryland
$1.07M +$160K +1,648 +18%
SHA
905
Smith Hayes Advisers
Nebraska
$1.06M -$75.8K -780 -7%
M
906
MOTCO
Texas
$1.05M -$1.8M -18,473 -64%
MCM
907
Manchester Capital Management
Vermont
$1.05M -$1.75K -18 -0.2%
DSAM
908
Dock Street Asset Management
Florida
$1.05M – – –
BOS
909
Bank of Stockton
California
$1.04M +$71.6K +736 +8%
TAM
910
Todd Asset Management
Kentucky
$1.04M -$12.9K -133 -1%
CA
911
Cetera Advisors
Colorado
$1.03M +$6.61K +68 +0.7%
SIM
912
SSI Investment Management
California
$1.03M -$354K -3,638 -26%
BCM
913
BTR Capital Management
California
$1.03M -$61K -627 -6%
WC
914
Whitnell & Co
Illinois
$1.02M +$97 +1 +0%
SBWM
915
Sunflower Bank Wealth Management
Arizona
$1.02M -$5.83K -60 -0.6%
BO
916
BRR OpCo
Ohio
$1.02M +$9.33K +96 +0.9%
AFC
917
AFT Forsyth & Company
Florida
$1.02M – – –
PWAP
918
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$1.02M +$101K +1,041 +11%
TT
919
Tower Trust
Indiana
$1.02M -$43.6K -448 -4%
TSW
920
Thompson Siegel & Walmsley
Virginia
$1.01M -$2.82K -29 -0.3%
OPTFSNA
921
Old Point Trust & Financial Services N A
Virginia
$1M – – –
CCT
922
Country Club Trust
Missouri
$995K -$111K -1,140 -10%
CCMD
923
Cypress Capital Management (Delaware)
Delaware
$994K – – –
HA
924
Halsey Associates
Connecticut
$993K -$127K -1,306 -12%
CIA
925
Covington Investment Advisors
Pennsylvania
$988K – – –
35 36
37
38 39