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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
STA
1251
Summit Trail Advisors
New York
$396K +$402K +4,728 New
LC
1252
LCNB Corp
Ohio
$395K -$21.5K -253 -5%
BFC
1253
Bedel Financial Consulting
Indiana
$395K +$2.63K +31 +0.7%
SDWIA
1254
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$394K -$50.7K -597 -11%
JIC
1255
Joel Isaacson & Co
New York
$393K -$23.7K -279 -6%
HVIA
1256
Hudson Valley Investment Advisors
New York
$393K -$18.9K -222 -5%
HIA
1257
Harbor Investment Advisory
Maryland
$392K -$159K -1,869 -29%
MOS
1258
MGO One Seven
Ohio
$392K -$177K -2,080 -31%
MCM
1259
Maple Capital Management
Vermont
$390K +$23.4K +275 +6%
ZIG
1260
Zuckerman Investment Group
Illinois
$390K +$29.7K +350 +8%
TBWA
1261
Three Bridge Wealth Advisors
California
$388K -$16.1K -190 -4%
MHIC
1262
Marble Harbor Investment Counsel
Massachusetts
$387K -$45.8K -539 -10%
BO
1263
Bank OZK
Arkansas
$386K +$94.9K +1,117 +32%
JWM
1264
Jeppson Wealth Management
California
$385K -$131K -1,546 -25%
MMG
1265
Monetary Management Group
Missouri
$385K -$35.5K -418 -8%
NFG
1266
Nations Financial Group
Iowa
$384K -$17K -200 -4%
RA
1267
RFG Advisory
Alabama
$384K -$66.5K -783 -15%
AF
1268
Arrow Financial
New York
$383K -$45.2K -532 -10%
CIAS
1269
CFS Investment Advisory Services
New Jersey
$383K -$37K -436 -9%
TA
1270
Tiedemann Advisors
New York
$383K +$14.4K +169 +4%
RB
1271
Rodgers Brothers
Pennsylvania
$382K -$25.5K -300 -6%
MSE
1272
MUFG Securities EMEA
United Kingdom
$382K -$136K -1,604 -26%
ORAM
1273
One River Asset Management
Connecticut
$382K +$87.4K +1,029 +29%
NWA
1274
New World Advisors
Massachusetts
$382K – – –
SCM
1275
Schnieders Capital Management
California
$381K -$150K -1,771 -28%
49 50
51
52 53