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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
AAMC
1351
Asset Allocation & Management Company
Illinois
$661K -$344K -2,590 -33%
VAM
1352
Verity Asset Management
North Carolina
$660K -$18K -135 -2%
BIM
1353
Baldwin Investment Management
Pennsylvania
$657K -$183K -1,376 -21%
ANTB
1354
AMG National Trust Bank
Colorado
$656K -$102K -769 -13%
CBB
1355
Citizens Business Bank
California
$656K – – –
EP
1356
Eudaimonia Partners
Tennessee
$654K +$699K +5,255 New
TA
1357
Tiedemann Advisors
New York
$652K +$37.4K +281 +6%
BP
1358
Ballentine Partners
Massachusetts
$652K +$46.5K +350 +7%
IFWM
1359
Institute for Wealth Management
Colorado
$648K – – –
BHBT
1360
Burke & Herbert Bank & Trust
Virginia
$645K +$5.72K +43 +0.8%
CCT
1361
Chemung Canal Trust
New York
$643K -$8.17M -61,478 -92%
CAM
1362
Claret Asset Management
Quebec, Canada
$642K -$8.11K -61 -1%
CA
1363
Claro Advisors
Massachusetts
$637K – – –
AS
1364
Altshuler Shaham
Israel
$637K +$60.1K +452 +10%
JE
1365
JMAC Enterprises
Pennsylvania
$635K – – –
PCMC
1366
Paragon Capital Management (Colorado)
Colorado
$634K – – –
SAM
1367
Summit Asset Management
Tennessee
$630K +$15K +113 +2%
LCM
1368
Logan Capital Management
Pennsylvania
$628K -$37.4K -281 -5%
CWS
1369
Confluence Wealth Services
Pennsylvania
$628K -$2.79K -21 -0.4%
EAM
1370
Evanson Asset Management
California
$628K +$665 +5 +0.1%
CWP
1371
Concord Wealth Partners
Virginia
$628K +$49.7K +374 +8%
MTC
1372
McDaniel Terry & Co
Texas
$627K -$13M -97,957 -95%
CCA
1373
Cobblestone Capital Advisors
New York
$627K – – –
SW
1374
Solidarity Wealth
Utah
$627K +$665K +4,998 New
ODG
1375
O'Dell Group
Ohio
$624K -$70.3K -529 -10%
53 54
55
56 57