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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
GEA
1301
Glen Eagle Advisors
New Jersey
$746K +$151K +764 +23%
GWM
1302
GSB Wealth Management
Connecticut
$746K – – –
SA
1303
SRH Advisors
Kansas
$746K – – –
BCM
1304
Breiter Capital Management
Florida
$745K +$68.2K +344 +9%
LSAG
1305
Lake Street Advisors Group
New Hampshire
$742K -$152K -766 -16%
CHAM
1306
Clear Harbor Asset Management
Connecticut
$735K – – –
RVM
1307
Robinson Value Management
Texas
$735K – – –
AWM
1308
Altium Wealth Management
New York
$730K +$83.4K +421 +12%
BWM
1309
Buckley Wealth Management
Nevada
$729K +$62.4K +315 +9%
FMLI
1310
Fukoku Mutual Life Insurance
Japan
$724K – – –
TIM
1311
Tortoise Investment Management
New York
$721K -$23.6K -119 -3%
MCM
1312
McKinley Capital Management
Alaska
$716K +$390K +1,967 +102%
PHK
1313
Point72 Hong Kong
Hong Kong
$714K +$771K +3,889 New
TFO
1314
Tarbox Family Office
California
$712K +$5.35K +27 +0.7%
JMFC
1315
J.M. Forbes & Co
Massachusetts
$711K -$4.76K -24 -0.6%
SBWM
1316
Sunflower Bank Wealth Management
Arizona
$710K -$5.94K -30 -0.8%
EDRH
1317
Edmond de Rothschild Holding
Switzerland
$704K -$509K -2,571 -40%
HCM
1318
Harvest Capital Management
New Hampshire
$702K – – –
CCA
1319
Conestoga Capital Advisors
Pennsylvania
$701K – – –
WAM
1320
Wolverine Asset Management
Illinois
$698K -$29.8M -150,401 -98%
PT
1321
Plimoth Trust
Massachusetts
$696K -$39.2K -198 -5%
OSAM
1322
O'Shaughnessy Asset Management
Connecticut
$693K +$187K +943 +33%
PWM
1323
Paulson Wealth Management
Illinois
$689K -$45.2K -228 -6%
WF
1324
WoodTrust Financial
Wisconsin
$687K +$14.7K +74 +2%
NCM
1325
Novare Capital Management
North Carolina
$686K -$6.85M -34,568 -90%
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