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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
BHBT
1251
Burke & Herbert Bank & Trust
Virginia
$368K -$31.7K -369 -7%
NFA
1252
Northern Financial Advisors
Michigan
$368K +$403K +4,698 New
MOS
1253
MGO One Seven
Ohio
$367K +$1.12K +13 +0.3%
PP
1254
PDS Planning
Ohio
$367K -$16K -186 -4%
JEST
1255
JTC Employer Solutions Trustee
Jersey
$367K +$363K +4,228 +913%
VHAM
1256
Van Hulzen Asset Management
California
$366K -$7.21K -84 -2%
SPWM
1257
Schrum Private Wealth Management
Florida
$365K -$9.1K -106 -2%
ZIG
1258
Zuckerman Investment Group
Illinois
$364K – – –
FFM
1259
Forum Financial Management
Illinois
$363K -$101K -1,173 -20%
CHJWM
1260
Carlton Hofferkamp & Jenks Wealth Management
Texas
$361K -$131K -1,526 -24%
JF
1261
Joule Financial
Kentucky
$361K +$33.9K +395 +9%
EA
1262
Emerald Advisors
Washington
$360K -$17.8K -207 -4%
CSB
1263
City State Bank
Iowa
$360K +$176K +2,045 +80%
9WM
1264
9258 Wealth Management
Ohio
$357K +$17.3K +201 +5%
NWA
1265
New World Advisors
Massachusetts
$357K – – –
FTWA
1266
Fifth Third Wealth Advisors
Ohio
$357K +$1.46K +17 +0.4%
EB
1267
Exchange Bank
California
$356K – – –
CAM
1268
CPA Asset Management
Florida
$356K – – –
AF
1269
Arrow Financial
New York
$355K -$3.69K -43 -0.9%
CF
1270
Centaurus Financial
California
$355K +$7.64K +89 +2%
TW
1271
Transform Wealth
Colorado
$355K -$350K -4,081 -47%
HPIA
1272
Hamilton Point Investment Advisors
North Carolina
$355K – – –
ATC
1273
Adirondack Trust Company
New York
$354K -$46.3K -539 -11%
BFM
1274
Boothbay Fund Management
New York
$353K +$4.04K +47 +1%
SIG
1275
Sargent Investment Group
Maryland
$352K +$36.6K +426 +10%
49 50
51
52 53