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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
AT
1201
Arden Trust
Delaware
$479K +$322K +3,415 +168%
RG
1202
Rathbones Group
United Kingdom
$478K -$58.3K -618 -10%
IIM
1203
InTrack Investment Management
Vermont
$475K -$108K -1,141 -17%
ATC
1204
Adirondack Trust Company
New York
$474K +$22.3K +236 +5%
CT
1205
Clearstead Trust
Maine
$473K -$134K -1,423 -21%
RA
1206
RFG Advisory
Alabama
$472K +$78.7K +834 +18%
MLL
1207
Moody Lynn & Lieberson
Massachusetts
$471K -$4.71K -50 -0.9%
RFG
1208
Range Financial Group
Oregon
$471K +$69.7K +739 +16%
PCMM
1209
Piedmont Capital Management (Montana)
Montana
$470K +$72.1K +765 +17%
SA
1210
SRH Advisors
Kansas
$470K +$849 +9 +0.2%
RPCONE
1211
Retirement Planning Company of New England
Rhode Island
$469K +$160K +1,692 +46%
BRM
1212
Boston Research & Management
Massachusetts
$468K – – –
BCA
1213
Bay Colony Advisors
Massachusetts
$468K -$5.85K -62 -1%
AWA
1214
Arkadios Wealth Advisors
Georgia
$468K -$58.1K -616 -10%
SDWIA
1215
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$466K -$52.9K -561 -10%
MAM
1216
Mystic Asset Management
Rhode Island
$465K +$7.83K +83 +2%
ZF
1217
Zhang Financial
Michigan
$465K -$33.3K -353 -6%
SFO
1218
Stokes Family Office
Louisiana
$462K +$75K +795 +18%
MC
1219
Machina Capital
France
$459K +$196K +2,077 +66%
EB
1220
Eastern Bank
Massachusetts
$459K – – –
HCM
1221
Hillman Capital Management
Maryland
$458K +$118K +1,248 +31%
FPAS
1222
Focus Partners Advisor Solutions
Missouri
$458K +$8.87K +94 +2%
IW
1223
Imprint Wealth
South Carolina
$458K +$491K +5,209 New
PFA
1224
Pure Financial Advisors
California
$456K +$13.6K +144 +3%
CWP
1225
Cyndeo Wealth Partners
Florida
$455K -$1.98K -21 -0.4%
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