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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
OPTFSNA
1301
Old Point Trust & Financial Services N A
Virginia
$1.01M – – –
BG
1302
Bollard Group
Massachusetts
$1.01M +$449 +3 +0%
FP
1303
Fiduciary Planning
Florida
$1.01M – – –
CBTWT
1304
Community Bank & Trust (Waco, Texas)
Texas
$1.01M -$44.8K -299 -5%
FBT
1305
First Bank & Trust
South Dakota
$1.01M +$103K +685 +12%
PSIWM
1306
Paradigm Strategies in Wealth Management
Minnesota
$1.01M +$936K +6,251 New
CGL
1307
Clarius Group LLC
Washington
$1M +$72.9K +487 +9%
CAAS
1308
Capital Asset Advisory Services
Michigan
$999K -$1.52M -10,180 -62%
BFA
1309
Beaumont Financial Advisors
Massachusetts
$998K -$107K -716 -10%
AC
1310
Arjuna Capital
North Carolina
$995K +$27.2K +182 +3%
FHA
1311
Flagship Harbor Advisors
Massachusetts
$994K -$123K -822 -12%
LSA
1312
Leonteq Securities AG
Switzerland
$991K -$1.91M -12,744 -67%
ABP
1313
Arthur B. Page
$991K -$670K -4,473 -42%
SRAM
1314
Spouting Rock Asset Management
Pennsylvania
$990K -$276K -1,847 -23%
CIAS
1315
Capital Investment Advisory Services
North Carolina
$990K -$7.93K -53 -0.9%
MA
1316
Mutual Advisors
Nebraska
$989K -$701K -4,686 -43%
PIM
1317
Progressive Investment Management
Oregon
$983K +$426K +2,847 +87%
FAM
1318
Formidable Asset Management
Ohio
$981K +$11.8K +79 +1%
BJL
1319
Brighton Jones LLC
Washington
$975K -$7.18K -48 -0.8%
SDWIA
1320
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$975K +$49.1K +328 +6%
SLF
1321
Sun Life Financial
Ontario, Canada
$974K +$24.5K +164 +3%
PBC
1322
Pavion Blue Capital
California
$973K – – –
MKC
1323
M. Kraus & Co
Vermont
$973K +$14.5K +97 +2%
HCM
1324
Harvey Capital Management
Florida
$963K – – –
TNB
1325
TCF National Bank
South Dakota
$961K -$8.98K -60 -1%
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