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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
CNBTD
1176
Citizens National Bank Trust Department
Mississippi
$846K – – –
PG
1177
Patten Group
Tennessee
$842K -$504 -4 -0.1%
BIM
1178
Baldwin Investment Management
Pennsylvania
$841K -$124K -985 -13%
AUB
1179
Atlantic Union Bankshares
Virginia
$836K -$12K -95 -1%
OAM
1180
Optimal Asset Management
California
$833K +$804K +6,383 New
MW
1181
Marcum Wealth
Ohio
$829K +$197K +1,562 +33%
KFGK
1182
Keystone Financial Group (Kentucky)
Kentucky
$828K +$34.3K +272 +4%
SSG
1183
Summit Securities Group
New York
$827K +$407K +3,229 +104%
EWM
1184
Empirical Wealth Management
Washington
$825K +$126 +1 +0%
PVH
1185
Psagot Value Holdings
Israel
$824K +$286K +2,273 +56%
MWM
1186
Mattern Wealth Management
Kansas
$822K -$21.4K -170 -3%
TSWM
1187
Triangle Securities Wealth Management
North Carolina
$821K -$2.9K -23 -0.4%
PPSG
1188
Princeton Portfolio Strategies Group
New Jersey
$811K – – –
TAM
1189
Trillium Asset Management
Massachusetts
$811K +$8.19K +65 +1%
OPS
1190
Orion Portfolio Solutions
Nebraska
$801K +$77.4K +614 +11%
MLL
1191
Moody Lynn & Lieberson
Massachusetts
$798K – – –
AT
1192
Arden Trust
Delaware
$797K -$44.5K -353 -5%
CPIG
1193
Chicago Partners Investment Group
Illinois
$791K +$9.45K +75 +1%
SFP
1194
Shepherd Financial Partners
Massachusetts
$791K +$21.9K +174 +3%
PBC
1195
Pavion Blue Capital
California
$788K +$115K +915 +18%
HCM
1196
Harvey Capital Management
Florida
$786K – – –
DBRC
1197
D.B. Root & Company
Pennsylvania
$786K +$759K +6,027 New
TA
1198
Tiedemann Advisors
New York
$784K -$127K -1,010 -14%
FP
1199
Fiduciary Planning
Florida
$783K +$126 +1 +0%
EFS
1200
Essex Financial Services
Connecticut
$783K +$22.7K +180 +3%
46 47
48
49 50