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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
FCIM
976
Fairview Capital Investment Management
California
$753K – – –
SSB
977
Sandy Spring Bank
Maryland
$751K -$56.8K -708 -8%
SPA
978
Sherbrooke Park Advisers
New York
$750K -$507K -6,314 -43%
GLA
979
Good Life Advisors
Pennsylvania
$750K -$2.01K -25 -0.3%
TCM
980
Telos Capital Management
California
$748K +$375K +4,671 +133%
IFAM
981
Institutional & Family Asset Management
Colorado
$746K -$2.73M -34,025 -81%
PP
982
Paloma Partners
Connecticut
$743K +$653K +8,133 New
GD
983
Grandfield & Dodd
New York
$741K -$254K -3,166 -28%
PWG
984
Portside Wealth Group
Utah
$739K -$100K -1,251 -13%
CFGS
985
Concourse Financial Group Securities
Alabama
$737K +$215K +2,674 +50%
SC
986
SouthState Corp
Florida
$732K -$17.7K -221 -3%
RWPA
987
Richard W. Paul & Associates
Michigan
$732K +$6.66K +83 +1%
WA
988
WESPAC Advisors
California
$732K -$26.1K -325 -4%
WSTAM
989
Wilbanks Smith & Thomas Asset Management
Virginia
$728K -$15.4K -192 -2%
HSA
990
HBK Sorce Advisory
Pennsylvania
$728K -$55.7K -694 -8%
PK
991
Pflug Koory
Nebraska
$726K -$225K -2,810 -26%
TWP
992
Tyche Wealth Partners
Texas
$723K +$635K +7,913 New
AM
993
AGF Management
Ontario, Canada
$723K +$158K +1,966 +33%
NC
994
Napatree Capital
Rhode Island
$723K +$635K +7,913 New
IHL
995
Investment House LLC
California
$722K -$20.9K -260 -3%
IW
996
Imprint Wealth
South Carolina
$722K +$153K +1,905 +31%
LIM
997
Leavell Investment Management
Alabama
$722K -$23.4K -292 -4%
FCT
998
First Community Trust
Iowa
$720K -$43.3K -539 -6%
CWS
999
Confluence Wealth Services
Pennsylvania
$719K -$8.67K -108 -1%
SWK
1000
Stephen W. Kidder
$716K -$62.4K -777 -9%
38 39
40
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