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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
BHIA
1051
Birch Hill Investment Advisors
Massachusetts
$644K -$45.5K -549 -7%
BCM
1052
BluePath Capital Management
Georgia
$643K +$27.4K +330 +5%
FAIM
1053
Financial Advocates Investment Management
Washington
$640K -$4.73K -57 -0.8%
FTIS
1054
First Trust Investment Solutions
Florida
$640K +$1.57K +19 +0.3%
PCA
1055
Pallas Capital Advisors
Massachusetts
$639K +$597K +7,206 New
HR
1056
Howe & Rusling
New York
$638K +$90.9K +1,096 +18%
GAG
1057
GM Advisory Group
New York
$638K +$19.8K +239 +3%
NC
1058
Napatree Capital
Rhode Island
$637K -$1.41K -17 -0.2%
PWG
1059
Portside Wealth Group
Utah
$636K -$75.8K -914 -11%
KCFA
1060
Key Client Fiduciary Advisors
New Jersey
$633K -$28.4K -343 -5%
WAC
1061
William Allan Corp
Colorado
$632K +$33.1K +399 +6%
HKAM
1062
Horizon Kinetics Asset Management
New York
$631K +$173K +2,082 +41%
KCM
1063
Kathmere Capital Management
Pennsylvania
$631K -$106K -1,273 -15%
NHT
1064
New Hampshire Trust
New Hampshire
$627K -$174K -2,102 -23%
IGWM
1065
ICA Group Wealth Management
Colorado
$626K +$248K +2,997 +74%
SC
1066
SouthState Corp
Florida
$625K -$79.6K -960 -12%
PI
1067
Pettee Investors
Connecticut
$625K – – –
WA
1068
Waverly Advisors
Alabama
$624K +$156K +1,878 +36%
DC
1069
Diametric Capital
Massachusetts
$624K +$698K +8,416 New
SCTC
1070
Sanibel Captiva Trust Company
Florida
$624K -$23.7K -286 -4%
UBV
1071
United Bank (Virginia)
Virginia
$623K -$176K -2,127 -23%
HCP
1072
Hexagon Capital Partners
Arkansas
$623K -$20.9K -252 -3%
CCA
1073
Checchi Capital Advisers
California
$622K +$69K +832 +13%
TWP
1074
Tyche Wealth Partners
Texas
$620K -$76.2K -919 -12%
AWM
1075
Aries Wealth Management
Maine
$620K -$8.96K -108 -2%
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43
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