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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
SFFS
1001
Stonehage Fleming Financial Services
Jersey
$843K +$244K +1,585 +41%
FP
1002
Fiduciary Planning
Florida
$843K +$36.1K +234 +5%
SCP
1003
Stamos Capital Partners
California
$841K -$499K -3,235 -37%
CTB
1004
Country Trust Bank
Illinois
$841K +$142K +918 +20%
CP
1005
Camelot Portfolios
Ohio
$838K -$15.4K -100 -2%
KB
1006
Kimelman & Baird
New York
$838K – – –
PMSA
1007
Patrick M. Sweeney & Associates
Illinois
$834K +$11.6K +75 +1%
VWM
1008
Venturi Wealth Management
Texas
$834K +$34.7K +225 +4%
MA
1009
MCF Advisors
Kentucky
$834K +$133K +863 +19%
LSPW
1010
Lake Street Private Wealth
Illinois
$832K +$34.7K +225 +4%
RA
1011
Ransom Advisory
Rhode Island
$824K -$23K -149 -3%
SRL
1012
Scientech Research LLC
New Jersey
$824K +$818K +5,307 New
VCS
1013
Vaughan & Co Securities
New Jersey
$823K +$198K +1,286 +32%
SCTC
1014
Sanibel Captiva Trust Company
Florida
$822K +$22.8K +148 +3%
CI
1015
Cigna Investments
Connecticut
$820K – – –
IPW
1016
Impact Partnership Wealth
Georgia
$816K -$49.5K -321 -6%
PP
1017
Pacifica Partners
Canada
$816K -$2.77K -18 -0.3%
JIC
1018
Joel Isaacson & Co
New York
$815K +$308K +1,998 +61%
BST
1019
Bath Savings Trust
Maine
$815K – – –
NF
1020
NavPoint Financial
Minnesota
$813K – – –
VDI
1021
Vaughan David Investments
Illinois
$813K -$49.8K -323 -6%
FWM
1022
Forza Wealth Management
Florida
$811K -$52.3K -339 -6%
CC
1023
Chicago Capital
Illinois
$810K -$9.25K -60 -1%
PWG
1024
Private Wealth Group
Florida
$810K -$312K -2,024 -28%
FWTB
1025
First Western Trust Bank
Colorado
$806K – – –
39 40
41
42 43