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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
ESB
1301
Essex Savings Bank
Connecticut
$860K -$133K -936 -14%
HWMG
1302
Hurlow Wealth Management Group
Indiana
$858K +$170K +1,196 +26%
PAM
1303
Paradigm Asset Management
New York
$856K +$832K +5,860 New
MSFS
1304
Main Street Financial Solutions
Pennsylvania
$855K +$830K +5,847 New
AF
1305
Arrow Financial
New York
$852K +$9.37K +66 +1%
BCM
1306
Brooktree Capital Management
Michigan
$848K – – –
MOS
1307
MGO One Seven
Ohio
$848K +$59.5K +419 +8%
ATWA
1308
Arbor Trust Wealth Advisors
Michigan
$847K +$56.1K +395 +7%
FCH
1309
Freestone Capital Holdings
Washington
$845K +$169K +1,194 +26%
AT
1310
Arden Trust
Delaware
$845K +$59.9K +422 +8%
CPIG
1311
Chicago Partners Investment Group
Illinois
$844K +$26.4K +186 +3%
IWA
1312
Inspirion Wealth Advisors
Illinois
$840K +$25.3K +178 +3%
5L
1313
55I LLC
Massachusetts
$839K -$62.9K -443 -7%
CCM
1314
CAAS Capital Management
New York
$839K +$815K +5,741 New
GTAM
1315
Global Trust Asset Management
Florida
$838K +$39K +275 +5%
EB
1316
Eastern Bank
Massachusetts
$837K -$6.25K -44 -0.8%
SDWIA
1317
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$837K +$22.9K +161 +3%
CGL
1318
Clarius Group LLC
Washington
$837K +$83K +585 +11%
EAM
1319
Evanson Asset Management
California
$836K +$426 +3 +0.1%
MWM
1320
Maltin Wealth Management
New Jersey
$835K +$199K +1,405 +33%
FDS
1321
Freedom Day Solutions
Texas
$834K +$237K +1,671 +41%
PPSG
1322
Princeton Portfolio Strategies Group
New Jersey
$829K – – –
PCMC
1323
Paragon Capital Management (Colorado)
Colorado
$827K -$36.6K -258 -4%
SFO
1324
Standard Family Office
South Dakota
$826K +$802K +5,650 New
ACWM
1325
Adams Chetwood Wealth Management
North Carolina
$818K +$1.99K +14 +0.3%
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