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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
1101
SlateStone Wealth
Florida
$594K +$225K +2,381 +54%
GRP
1102
Global Retirement Partners
California
$593K +$355K +3,769 +121%
FM
1103
Foster & Motley
Ohio
$591K +$377 +4 +0.1%
CCG
1104
Coastwise Capital Group
California
$591K +$246K +2,607 +63%
WF
1105
Wayfinding Financial
Washington
$590K +$41.5K +440 +7%
WWM
1106
Western Wealth Management
Colorado
$585K +$200K +2,120 +47%
UAS
1107
United Asset Strategies
New York
$584K +$47.4K +503 +8%
PFT
1108
Providence First Trust
Arizona
$583K – – –
CHJWM
1109
Carlton Hofferkamp & Jenks Wealth Management
Texas
$583K -$38.9K -413 -6%
CASB
1110
Cape Ann Savings Bank
Massachusetts
$582K -$15.5K -164 -2%
BIA
1111
Beacon Investment Advisors
Maryland
$581K -$111K -1,174 -15%
MAM
1112
Mastrapasqua Asset Management
Tennessee
$580K +$38.4K +407 +7%
RSWM
1113
Robertson Stephens Wealth Management
California
$580K +$27.1K +287 +5%
MCCP
1114
Mission Creek Capital Partners
California
$578K -$84.3K -894 -12%
FB
1115
Fulton Bank
Pennsylvania
$578K +$85.9K +911 +16%
HIA
1116
Harbor Investment Advisory
Maryland
$576K -$119K -1,266 -16%
ACM
1117
Ategra Capital Management
Virginia
$575K -$256K -2,719 -29%
DLA
1118
Douglas Lane & Associates
New York
$573K -$90.9K -964 -13%
AIA
1119
AIMZ Investment Advisors
California
$573K -$22.4K -237 -4%
FAM
1120
Formidable Asset Management
Ohio
$572K +$94 +1 +0%
BPWM
1121
Badgley Phelps Wealth Managers
Washington
$571K -$12.6K -134 -2%
CNBTD
1122
Citizens National Bank Trust Department
Mississippi
$570K – – –
NFP
1123
Narus Financial Partners
Utah
$568K +$270K +2,861 +79%
CCM
1124
CAAS Capital Management
New York
$568K -$390K -4,133 -39%
TFA
1125
Trinity Financial Advisors
Ohio
$567K -$144K -1,528 -19%
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