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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
CBTWT
1226
Community Bank & Trust (Waco, Texas)
Texas
$512K – – –
FWM
1227
Forteris Wealth Management
New York
$510K +$31.5K +198 +6%
GLLW
1228
Graves Light Lenhart Wealth
Virginia
$507K – – –
EFG
1229
Everest Financial Group
Minnesota
$505K +$554K +3,479 New
GWAM
1230
Guardian Wealth Advisors (Minnesota)
Minnesota
$504K – – –
LOWM
1231
Laurel Oak Wealth Management
New Jersey
$502K -$3.5K -22 -0.6%
HIA
1232
HFM Investment Advisors
New Jersey
$501K -$4.78K -30 -0.9%
BOH
1233
Bank of Hawaii
Hawaii
$500K -$62.9K -395 -10%
PB
1234
Pinnacle Bancorp
Nebraska
$497K – – –
SFG
1235
Snider Financial Group
Washington
$496K -$26.4K -166 -5%
TF
1236
Tompkins Financial
New York
$496K +$26.3K +165 +5%
SIAP
1237
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$494K +$15.9K +100 +3%
AAIM
1238
Asset Advisors Investment Management
Georgia
$494K – – –
CA
1239
Cullinan Associates
Kentucky
$494K – – –
UB
1240
Umpqua Bank
Oregon
$494K – – –
VCM
1241
Viewpoint Capital Management
Washington
$493K -$119K -750 -18%
AFWM
1242
Arta Finance Wealth Management
California
$492K +$212K +1,333 +65%
SOS
1243
Silver Oak Securities
Tennessee
$491K -$76.9K -483 -13%
EB
1244
Exchange Bank
California
$491K -$4.3K -27 -0.8%
FA
1245
Fiduciary Alliance
South Carolina
$491K -$11.9K -75 -2%
AWM
1246
Aprio Wealth Management
Georgia
$489K -$40.3K -253 -7%
CIG
1247
Cairn Investment Group
Washington
$489K – – –
CAM
1248
Clark Asset Management
New Hampshire
$489K -$39.6K -249 -7%
UBV
1249
United Bank (Virginia)
Virginia
$489K – – –
MFS
1250
Miller Financial Services
Michigan
$486K -$2.39K -15 -0.4%
48 49
50
51 52