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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
7WCP
1351
71 West Capital Partners
Massachusetts
$447K +$184K +1,214 +79%
PL
1352
Plancorp LLC
Missouri
$446K -$162K -1,071 -27%
IWM
1353
Integris Wealth Management
California
$445K +$3.79K +25 +0.9%
AMBIA
1354
Allen Mooney & Barnes Investment Advisors
Georgia
$445K -$83.5K -551 -17%
SP
1355
Sherman Porfolios
Idaho
$444K – – –
PCMM
1356
Piedmont Capital Management (Montana)
Montana
$443K -$39.4K -260 -9%
SAM
1357
Summit Asset Management
Tennessee
$441K -$1.82K -12 -0.4%
LWCFA
1358
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$441K – – –
BWM
1359
Baron Wealth Management
Michigan
$439K -$76.2K -503 -16%
WAS
1360
Winch Advisory Services
Wisconsin
$438K -$25.2K -166 -6%
KA
1361
Kure Advisory
Minnesota
$438K -$38.8K -256 -9%
FFO
1362
Fiduciary Family Office
Florida
$438K -$15.2K -100 -4%
CCM
1363
Cox Capital Management
Massachusetts
$437K – – –
HKAM
1364
Horizon Kinetics Asset Management
New York
$437K -$349K -2,300 -46%
GWA
1365
Gibson Wealth Advisors
Texas
$437K – – –
QI
1366
Qtron Investments
Massachusetts
$437K – – –
LEA
1367
Legacy Edge Advisors
New York
$437K -$14.2K -94 -3%
ZAM
1368
Zevin Asset Management
Massachusetts
$436K – – –
PAG
1369
Poinciana Advisors Group
Florida
$436K – – –
PCM
1370
Polymer Capital Management
New York
$436K +$65.9K +435 +19%
LL
1371
LPWM LLC
Minnesota
$435K -$54.6K -360 -12%
CA
1372
COFG Advisors
Illinois
$435K -$909 -6 -0.2%
IC
1373
Inscription Capital
Texas
$435K +$29.3K +193 +8%
WDG
1374
Wealth Dimensions Group
Ohio
$434K +$4.4K +29 +1%
EFSCE
1375
Enterprise Financial Services Corp (EFSC)
Missouri
$434K -$455 -3 -0.1%
53 54
55
56 57