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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
CASB
1126
Cape Ann Savings Bank
Massachusetts
$506K -$49.5K -583 -9%
TT
1127
TI-Trust
Illinois
$505K – – –
FFA
1128
First Foundation Advisors
California
$504K +$88.9K +1,047 +21%
JFGIW
1129
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$504K -$224K -2,638 -30%
WAC
1130
William Allan Corp
Colorado
$504K -$29.7K -350 -5%
AWA
1131
Arkadios Wealth Advisors
Georgia
$503K +$58.7K +691 +13%
FPAS
1132
Focus Partners Advisor Solutions
Missouri
$501K +$65.6K +772 +15%
BSG
1133
Black Swift Group
Colorado
$500K +$508K +5,980 New
TAM
1134
Trillium Asset Management
Massachusetts
$499K -$13.3K -156 -3%
MM
1135
MQS Management
New York
$498K +$505K +5,950 New
MCM
1136
Manchester Capital Management
Vermont
$498K – – –
OP
1137
ORG Partners
Indiana
$497K +$500K +5,882 New
OC
1138
Oakworth Capital
Alabama
$497K -$18.2K -214 -3%
PWAM
1139
Pinnacle West Asset Management
Wyoming
$496K -$6.63K -78 -1%
AFG
1140
Allegheny Financial Group
Pennsylvania
$495K +$340 +4 +0.1%
BIM
1141
Bridges Investment Management
Nebraska
$494K – – –
FWM
1142
Forza Wealth Management
Florida
$491K +$29.7K +350 +6%
RMCM
1143
Reynders McVeigh Capital Management
Massachusetts
$491K -$35.8K -421 -7%
BIA
1144
Beacon Investment Advisors
Maryland
$490K -$64.4K -758 -11%
AG
1145
Ascent Group
Virginia
$487K -$43.1K -507 -8%
SC
1146
Sawyer & Company
Massachusetts
$487K -$6.12K -72 -1%
IW
1147
Imprint Wealth
South Carolina
$486K +$50.5K +594 +11%
FFM
1148
Forum Financial Management
Illinois
$486K +$150K +1,770 +44%
HCM
1149
Hillman Capital Management
Maryland
$484K +$47.8K +563 +11%
GL
1150
Graypoint LLC
New York
$483K +$122K +1,434 +33%
44 45
46
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