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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
IFG
1226
Independent Financial Group
California
$569K -$124K -1,216 -18%
PTP
1227
Platform Technology Partners
New York
$569K -$21.5K -211 -4%
FB
1228
Fulton Bank
Pennsylvania
$568K -$214K -2,100 -27%
CI
1229
Conning Inc
Connecticut
$567K -$1.63K -16 -0.3%
ZF
1230
Zhang Financial
Michigan
$566K +$271K +2,656 +89%
WSC
1231
Wellington Shields & Co
New York
$565K +$67.8K +665 +13%
HB
1232
Horizon Bancorp
Indiana
$561K +$571K +5,595 New
AUB
1233
Atlantic Union Bankshares
Virginia
$559K -$37.2K -365 -6%
FWM
1234
Forza Wealth Management
Florida
$553K +$563K +5,520 New
CW
1235
CreativeOne Wealth
Kansas
$553K -$27K -265 -5%
JIC
1236
Joel Isaacson & Co
New York
$552K +$17.2K +169 +3%
BCA
1237
Bay Colony Advisors
Massachusetts
$552K -$109K -1,073 -16%
BFG
1238
Beacon Financial Group
Texas
$551K -$6.22K -61 -1%
AP
1239
Appleton Partners
Massachusetts
$550K -$261K -2,556 -32%
CB
1240
Cadence Bank
Mississippi
$545K -$3.54M -34,701 -86%
BTWM
1241
Baker Tilly Wealth Management
Wisconsin
$545K -$146K -1,427 -21%
MPAM
1242
Murphy Pohlad Asset Management
Minnesota
$545K -$70.3K -689 -11%
VCA
1243
Verdence Capital Advisors
Maryland
$544K +$32.9K +323 +6%
SEC
1244
Seven Eight Capital
New York
$543K +$553K +5,420 New
CWP
1245
Concord Wealth Partners
Virginia
$542K -$34.4K -337 -6%
MLL
1246
Moody Lynn & Lieberson
Massachusetts
$542K – – –
SA
1247
SRH Advisors
Kansas
$536K +$612 +6 +0.1%
CYG
1248
Clean Yield Group
Vermont
$535K -$9.69K -95 -2%
CSPAM
1249
Cary Street Partners Asset Management
Virginia
$534K -$123K -1,208 -18%
BRM
1250
Boston Research & Management
Massachusetts
$534K -$44.7K -438 -8%
48 49
50
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