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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
PG
1176
Patten Group
Tennessee
$842K -$504 -4 -0.1%
BIM
1177
Baldwin Investment Management
Pennsylvania
$841K -$124K -985 -13%
AUB
1178
Atlantic Union Bankshares
Virginia
$836K -$12K -95 -1%
OAM
1179
Optimal Asset Management
California
$833K +$804K +6,383 New
MW
1180
Marcum Wealth
Ohio
$829K +$197K +1,562 +33%
KFGK
1181
Keystone Financial Group (Kentucky)
Kentucky
$828K +$34.3K +272 +4%
SSG
1182
Summit Securities Group
New York
$827K +$407K +3,229 +104%
EWM
1183
Empirical Wealth Management
Washington
$825K +$126 +1 +0%
PVH
1184
Psagot Value Holdings
Israel
$824K +$286K +2,273 +56%
MWM
1185
Mattern Wealth Management
Kansas
$822K -$21.4K -170 -3%
TSWM
1186
Triangle Securities Wealth Management
North Carolina
$821K -$2.9K -23 -0.4%
PPSG
1187
Princeton Portfolio Strategies Group
New Jersey
$811K – – –
TAM
1188
Trillium Asset Management
Massachusetts
$811K +$8.19K +65 +1%
OPS
1189
Orion Portfolio Solutions
Nebraska
$801K +$77.4K +614 +11%
MLL
1190
Moody Lynn & Lieberson
Massachusetts
$798K – – –
AT
1191
Arden Trust
Delaware
$797K -$44.5K -353 -5%
CPIG
1192
Chicago Partners Investment Group
Illinois
$791K +$9.45K +75 +1%
SFP
1193
Shepherd Financial Partners
Massachusetts
$791K +$21.9K +174 +3%
PBC
1194
Pavion Blue Capital
California
$788K +$115K +915 +18%
HCM
1195
Harvey Capital Management
Florida
$786K – – –
DBRC
1196
D.B. Root & Company
Pennsylvania
$786K +$759K +6,027 New
TA
1197
Tiedemann Advisors
New York
$784K -$127K -1,010 -14%
FP
1198
Fiduciary Planning
Florida
$783K +$126 +1 +0%
EFS
1199
Essex Financial Services
Connecticut
$783K +$22.7K +180 +3%
GA
1200
Greenhaven Associates
New York
$780K -$1.18M -9,329 -61%
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