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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
CC
901
Claybrook Capital
Massachusetts
$1.08M – – –
CCP
902
Corient Capital Partners
California
$1.08M +$61.5K +561 +6%
BIC
903
Beach Investment Counsel
Pennsylvania
$1.08M -$317K -2,890 -20%
YWP
904
YorkBridge Wealth Partners
New York
$1.08M -$52.2K -476 -4%
GFA
905
Gifford Fong Associates
California
$1.08M – – –
AMG
906
Advisors Management Group
Wisconsin
$1.07M +$110 +1 +0%
BFA
907
Buttonwood Financial Advisors
Maryland
$1.07M +$14.3K +130 +1%
WP
908
WMS Partners
Maryland
$1.06M +$16K +146 +1%
SMC
909
Smith, Moore & Co
Missouri
$1.06M +$26.5K +242 +2%
HSA
910
HBK Sorce Advisory
Pennsylvania
$1.06M +$345K +3,149 +38%
PAMG
911
Patton Albertson Miller Group
Tennessee
$1.06M +$80.5K +734 +7%
LIM
912
Leavell Investment Management
Alabama
$1.05M -$187K -1,708 -13%
PT
913
Plimoth Trust
Massachusetts
$1.05M -$459K -4,186 -27%
NP
914
NorthRock Partners
Minnesota
$1.05M -$120K -1,097 -9%
RGI
915
River Global Investors
United Kingdom
$1.05M -$1.93M -17,552 -61%
GWM
916
Geneos Wealth Management
Colorado
$1.05M -$458K -4,175 -27%
SC
917
SouthState Corp
Florida
$1.05M +$38.6K +352 +3%
TTWM
918
TCV Trust & Wealth Management
Virginia
$1.04M -$144K -1,310 -10%
GC
919
Grimes & Company
Massachusetts
$1.04M -$8.66K -79 -0.7%
QT
920
Quantamental Technologies
New York
$1.04M +$289K +2,631 +31%
BFA
921
Benedict Financial Advisors
Georgia
$1.04M +$28.2K +257 +2%
PA
922
Profund Advisors
Maryland
$1.03M -$44.8K -408 -4%
ZIG
923
Zurich Insurance Group
Switzerland
$1.03M – – –
HSA
924
Hussman Strategic Advisors
Maryland
$1.03M +$1.22M +11,123 New
FG
925
Fiduciary Group
Georgia
$1.03M -$3.57M -32,556 -77%
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