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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
1351
Berkshire Asset Management
Pennsylvania
$453K – – –
LMFP
1352
Larry Mathis Financial Planning
Arizona
$453K +$424K +2,796 New
KV
1353
Kickstand Ventures
New York
$452K – – –
SSW
1354
Smith Shellnut Wilson
Mississippi
$452K – – –
AFC
1355
AFT Forsyth & Company
Florida
$450K -$68.5K -452 -14%
OPTFSNA
1356
Old Point Trust & Financial Services N A
Virginia
$447K – – –
7WCP
1357
71 West Capital Partners
Massachusetts
$447K +$184K +1,214 +79%
PL
1358
Plancorp LLC
Missouri
$446K -$162K -1,071 -27%
IWM
1359
Integris Wealth Management
California
$445K +$3.79K +25 +0.9%
AMBIA
1360
Allen Mooney & Barnes Investment Advisors
Georgia
$445K -$83.5K -551 -17%
SP
1361
Sherman Porfolios
Idaho
$444K – – –
PCMM
1362
Piedmont Capital Management (Montana)
Montana
$443K -$39.4K -260 -9%
SAM
1363
Summit Asset Management
Tennessee
$441K -$1.82K -12 -0.4%
LWCFA
1364
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$441K – – –
BWM
1365
Baron Wealth Management
Michigan
$439K -$76.2K -503 -16%
WAS
1366
Winch Advisory Services
Wisconsin
$438K -$25.2K -166 -6%
KA
1367
Kure Advisory
Minnesota
$438K -$38.8K -256 -9%
FFO
1368
Fiduciary Family Office
Florida
$438K -$15.2K -100 -4%
CCM
1369
Cox Capital Management
Massachusetts
$437K – – –
HKAM
1370
Horizon Kinetics Asset Management
New York
$437K -$349K -2,300 -46%
GWA
1371
Gibson Wealth Advisors
Texas
$437K – – –
QI
1372
Qtron Investments
Massachusetts
$437K – – –
LEA
1373
Legacy Edge Advisors
New York
$437K -$14.2K -94 -3%
ZAM
1374
Zevin Asset Management
Massachusetts
$436K – – –
PAG
1375
Poinciana Advisors Group
Florida
$436K – – –
53 54
55
56 57