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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
PFO
1176
Pathstone Family Office
New Jersey
$930K -$233K -1,751 -20%
HFAS
1177
Hummer Financial Advisory Services
Illinois
$928K +$23.8K +179 +2%
BO
1178
BRR OpCo
Ohio
$925K +$788K +5,923 +393%
MPAM
1179
Murphy Pohlad Asset Management
Minnesota
$924K -$404K -3,035 -29%
RW
1180
Rede Wealth
Virginia
$922K +$18.9K +142 +2%
WOC
1181
West Oak Capital
California
$917K +$560K +4,210 +133%
MAM
1182
Mystic Asset Management
Rhode Island
$916K +$40.6K +305 +4%
DBRC
1183
D.B. Root & Company
Pennsylvania
$913K +$65.2K +490 +7%
QCG
1184
Quadrant Capital Group
Ohio
$909K -$21.7K -163 -2%
RG
1185
Rathbones Group
United Kingdom
$909K – – –
NCM
1186
Neumann Capital Management
California
$907K -$7.98K -60 -0.8%
AIA
1187
Armor Investment Advisors
North Carolina
$907K – – –
MIG
1188
McGuire Investment Group
Rhode Island
$903K -$15.2K -114 -2%
RP
1189
Rowlandmiller & Partners
Georgia
$903K +$59.8K +450 +7%
JAG
1190
Journey Advisory Group
Kentucky
$901K +$798 +6 +0.1%
FWTB
1191
First Western Trust Bank
Colorado
$899K +$944K +7,102 New
TIM
1192
Tevis Investment Management
Texas
$897K +$8.78K +66 +0.9%
CIA
1193
CCM Investment Advisers
South Carolina
$895K -$9.01M -67,793 -90%
DPIM
1194
Duff & Phelps Investment Management
Illinois
$895K – – –
CBN
1195
Cadence Bank NA
Texas
$894K -$79.9K -601 -8%
BCA
1196
Bray Capital Advisors
Florida
$894K +$7.98K +60 +0.8%
BFA
1197
Buttonwood Financial Advisors
Maryland
$894K +$70.9K +533 +8%
AA
1198
Altrafin AG
$893K -$1.73M -13,014 -64%
CASB
1199
Cape Ann Savings Bank
Massachusetts
$893K -$157K -1,180 -14%
AIA
1200
AIMZ Investment Advisors
California
$893K -$63.3K -476 -6%
46 47
48
49 50