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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
EB
1151
Eastern Bank
Massachusetts
$919K -$167K -1,196 -15%
TA
1152
Tiedemann Advisors
New York
$916K -$32K -229 -3%
CS
1153
Comerica Securities
Michigan
$916K +$48.9K +350 +6%
WI
1154
Wedgewood Investors
Pennsylvania
$915K – – –
FI
1155
FormulaFolio Investments
Michigan
$913K -$300K -2,143 -24%
PPSG
1156
Princeton Portfolio Strategies Group
New Jersey
$913K -$16.8K -120 -2%
CRC
1157
Curi RMB Capital
Illinois
$908K +$7.83K +56 +0.9%
JFA
1158
JNBA Financial Advisors
Minnesota
$907K -$2.94K -21 -0.3%
BFA
1159
Beaumont Financial Advisors
Massachusetts
$900K +$455K +3,251 +99%
EDRH
1160
Edmond de Rothschild Holding
Switzerland
$899K -$294K -2,105 -24%
FPCP
1161
Fort Point Capital Partners
California
$899K -$3.35K -24 -0.4%
ZCA
1162
Zeke Capital Advisors
Pennsylvania
$898K -$1.35M -9,623 -60%
BHBT
1163
Burke & Herbert Bank & Trust
Virginia
$896K -$839 -6 -0.1%
PCMC
1164
Paragon Capital Management (Colorado)
Colorado
$895K +$280 +2 +0%
B
1165
Bailard
California
$892K -$2.95M -21,104 -76%
GIA
1166
Granite Investment Advisors
New Hampshire
$892K -$23.9K -171 -3%
ECAM
1167
East Coast Asset Management
Massachusetts
$889K – – –
FFSOTS
1168
Fiduciary Financial Services of The Southwest
Texas
$886K -$8.39K -60 -0.9%
NMC
1169
Nine Masts Capital
Hong Kong
$876K -$854K -6,111 -49%
BCM
1170
Beddow Capital Management
Wyoming
$875K +$41.8K +299 +5%
BMA
1171
Brooks Moore & Associates
Tennessee
$874K +$94.2K +674 +12%
CAI
1172
Capital Advisors Inc
Oklahoma
$869K – – –
EWF
1173
Epstein & White Financial
California
$869K +$124K +885 +16%
ACI
1174
Alpha Cubed Investments
California
$868K +$46.8K +335 +6%
FAT
1175
First American Trust
California
$868K +$883K +6,315 New
45 46
47
48 49