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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1201
Waverly Advisors
Alabama
$472K +$160K +1,999 +63%
LPT
1202
Legacy Private Trust
Wisconsin
$471K -$33.5K -418 -8%
MIC
1203
Meridian Investment Counsel
California
$470K -$124K -1,551 -23%
AWM
1204
Aberdeen Wealth Management
Illinois
$469K – – –
MKC
1205
M. Kraus & Co
Vermont
$467K -$19.2K -239 -4%
BCA
1206
Bray Capital Advisors
Florida
$465K – – –
MCC
1207
Malaga Cove Capital
California
$465K -$136K -1,700 -25%
CASB
1208
Cape Ann Savings Bank
Massachusetts
$464K -$7.46K -93 -2%
EHWM
1209
Eads & Heald Wealth Management
Georgia
$464K -$460K -5,728 -53%
OP
1210
ORG Partners
Indiana
$464K +$367K +4,570 +927%
GIP
1211
Greatmark Investment Partners
Georgia
$462K -$49.4K -616 -11%
SSW
1212
Smith Shellnut Wilson
Mississippi
$461K -$67.9K -846 -14%
HKAM
1213
Horizon Kinetics Asset Management
New York
$460K +$78.7K +981 +24%
PBC
1214
Pavion Blue Capital
California
$459K – – –
QCG
1215
Quadrant Capital Group
Ohio
$459K +$44.1K +549 +12%
SRC
1216
Stone Run Capital
New York
$458K -$336K -4,186 -46%
AG
1217
AlTi Global
New York
$456K +$400K +4,985 New
MAG
1218
Mayfair Advisory Group
Alabama
$455K -$15.3K -191 -4%
PWMAG
1219
Pinnacle Wealth Management Advisory Group
New Jersey
$455K +$11.9K +148 +3%
PCM
1220
PenderFund Capital Management
British Columbia, Canada
$455K – – –
MFF
1221
Mango Five Family
Nevada
$454K +$398K +4,962 New
SDWIA
1222
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$451K -$126K -1,566 -24%
CI
1223
Conning Inc
Connecticut
$451K +$3.37K +42 +0.9%
CFD
1224
Creative Financial Designs
Indiana
$450K +$240K +2,987 +154%
ZIG
1225
Zullo Investment Group
Pennsylvania
$450K +$57.1K +711 +17%
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