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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
NC
1301
Napatree Capital
Rhode Island
$462K -$85.4K -698 -17%
HWP
1302
Highline Wealth Partners
California
$462K +$1.47K +12 +0.4%
SIAP
1303
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$461K -$4.9K -40 -1%
MIA
1304
MMBG Investment Advisors
Florida
$461K – – –
OC
1305
Oakworth Capital
Alabama
$461K -$2.08K -17 -0.5%
CAM
1306
Claret Asset Management
Quebec, Canada
$459K -$9.79K -80 -2%
BFIM
1307
Beese Fulmer Investment Management
Ohio
$458K – – –
WA
1308
WBH Advisory
Maryland
$458K -$32.8K -268 -7%
MA
1309
MBA Advisors
Pennsylvania
$455K +$56.7K +463 +16%
IC
1310
Inscription Capital
Texas
$455K +$120K +981 +42%
JSW
1311
Journey Strategic Wealth
New Jersey
$455K -$53.4K -436 -12%
SSW
1312
Smith Shellnut Wilson
Mississippi
$453K -$4.16K -34 -1%
OPTFSNA
1313
Old Point Trust & Financial Services N A
Virginia
$451K – – –
BSB
1314
Bangor Savings Bank
Maine
$451K -$933K -7,624 -70%
EGA
1315
Eagle Global Advisors
Texas
$450K – – –
FGA
1316
Fortis Group Advisors
New Jersey
$449K +$384K +3,138 +2,092%
CCFM
1317
Clear Creek Financial Management
Washington
$448K +$5.39K +44 +1%
WA
1318
WealthTrust Axiom
Pennsylvania
$448K – – –
RFG
1319
Range Financial Group
Oregon
$447K -$252K -2,062 -39%
OFS
1320
OneAscent Financial Services
Alabama
$447K -$47.3K -386 -11%
LI
1321
LRI Investments
Florida
$447K +$126K +1,030 +44%
AP
1322
Americana Partners
Texas
$445K +$16.9K +138 +4%
JIC
1323
Joel Isaacson & Co
New York
$445K – – –
MMG
1324
Monetary Management Group
Missouri
$444K -$45.9K -375 -10%
SIG
1325
Sargent Investment Group
Maryland
$443K +$1.22K +10 +0.3%
51 52
53
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