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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
FB
1226
Fulton Bank
Pennsylvania
$568K -$214K -2,100 -27%
CI
1227
Conning Inc
Connecticut
$567K -$1.63K -16 -0.3%
ZF
1228
Zhang Financial
Michigan
$566K +$271K +2,656 +89%
WSC
1229
Wellington Shields & Co
New York
$565K +$67.8K +665 +13%
HB
1230
Horizon Bancorp
Indiana
$561K +$571K +5,595 New
AUB
1231
Atlantic Union Bankshares
Virginia
$559K -$37.2K -365 -6%
FWM
1232
Forza Wealth Management
Florida
$553K +$563K +5,520 New
CW
1233
CreativeOne Wealth
Kansas
$553K -$27K -265 -5%
JIC
1234
Joel Isaacson & Co
New York
$552K +$17.2K +169 +3%
BCA
1235
Bay Colony Advisors
Massachusetts
$552K -$109K -1,073 -16%
BFG
1236
Beacon Financial Group
Texas
$551K -$6.22K -61 -1%
AP
1237
Appleton Partners
Massachusetts
$550K -$261K -2,556 -32%
CB
1238
Cadence Bank
Mississippi
$545K -$3.54M -34,701 -86%
BTWM
1239
Baker Tilly Wealth Management
Wisconsin
$545K -$146K -1,427 -21%
MPAM
1240
Murphy Pohlad Asset Management
Minnesota
$545K -$70.3K -689 -11%
VCA
1241
Verdence Capital Advisors
Maryland
$544K +$32.9K +323 +6%
SEC
1242
Seven Eight Capital
New York
$543K +$553K +5,420 New
CWP
1243
Concord Wealth Partners
Virginia
$542K -$34.4K -337 -6%
MLL
1244
Moody Lynn & Lieberson
Massachusetts
$542K – – –
SA
1245
SRH Advisors
Kansas
$536K +$612 +6 +0.1%
CYG
1246
Clean Yield Group
Vermont
$535K -$9.69K -95 -2%
CSPAM
1247
Cary Street Partners Asset Management
Virginia
$534K -$123K -1,208 -18%
BRM
1248
Boston Research & Management
Massachusetts
$534K -$44.7K -438 -8%
VCM
1249
Vigilant Capital Management
Maine
$533K – – –
NSB
1250
Norway Savings Bank
Maine
$531K -$16.6K -163 -3%
48 49
50
51 52