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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
DI
1251
DFPG Investments
Utah
$531K +$501K +4,914 New
BHBT
1252
Burke & Herbert Bank & Trust
Virginia
$529K – – –
EB
1253
Eastern Bank
Massachusetts
$524K -$14.2K -139 -3%
MAM
1254
Mystic Asset Management
Rhode Island
$522K -$137K -1,339 -20%
AF
1255
Arrow Financial
New York
$522K – – –
CWP
1256
Cyndeo Wealth Partners
Florida
$521K +$530K +5,193 New
SBIA
1257
Sheaff Brock Investment Advisors
Indiana
$520K -$2.76M -27,049 -84%
CA
1258
CapWealth Advisors
Tennessee
$520K -$29.3K -287 -5%
MCM
1259
Maple Capital Management
Vermont
$519K -$268K -2,632 -34%
HVIA
1260
Hudson Valley Investment Advisors
New York
$518K +$6.63K +65 +1%
MHIC
1261
Marble Harbor Investment Counsel
Massachusetts
$518K -$97.5K -956 -16%
VCM
1262
Viewpoint Capital Management
Washington
$517K -$29.9K -293 -5%
PWM
1263
Palumbo Wealth Management
New York
$517K -$3.67K -36 -0.7%
ATC
1264
Adirondack Trust Company
New York
$517K -$3.57K -35 -0.7%
TW
1265
Transform Wealth
Colorado
$516K +$525K +5,149 New
OFG
1266
OmniStar Financial Group
North Carolina
$514K -$62.5K -613 -11%
FPAS
1267
Focus Partners Advisor Solutions
Missouri
$513K -$189K -1,853 -27%
IWA
1268
Inspirion Wealth Advisors
Illinois
$512K -$364K -3,571 -41%
SGCA
1269
Steel Grove Capital Advisors
Tennessee
$512K -$1.21M -11,913 -70%
KFA
1270
Krane Funds Advisors
New York
$511K +$43.8K +429 +9%
NG
1271
Northstar Group
New York
$510K -$320K -3,142 -38%
HTHT
1272
Hemenway Trust Hemenway Trust
New Hampshire
$508K -$117K -1,151 -18%
PFA
1273
Pure Financial Advisors
California
$506K +$514K +5,044 New
CAM
1274
Claret Asset Management
Quebec, Canada
$505K -$11.1K -109 -2%
LCM
1275
Logan Capital Management
Pennsylvania
$505K – – –
49 50
51
52 53