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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
DI
1401
Diligent Investors
California
$545K -$2.69K -20 -0.5%
TF
1402
Tompkins Financial
New York
$543K +$4.3K +32 +0.8%
SP
1403
Successful Portfolios
Florida
$542K -$32.7K -243 -6%
TFO
1404
Tarbox Family Office
California
$542K +$1.61K +12 +0.3%
EFSCE
1405
Enterprise Financial Services Corp (EFSC)
Missouri
$541K -$253K -1,881 -32%
FDS
1406
Freedom Day Solutions
Texas
$541K +$212K +1,578 +64%
ZAM
1407
Zevin Asset Management
Massachusetts
$540K -$8.07K -60 -1%
ANBT
1408
American National Bank & Trust
Texas
$540K +$20K +149 +4%
HFRG
1409
Houlihan Financial Resource Group
Virginia
$536K +$510K +3,791 New
PL
1410
Plancorp LLC
Missouri
$535K -$264K -1,963 -33%
GBT
1411
Grove Bank & Trust
Florida
$535K -$17.6K -131 -3%
LSAG
1412
Lake Street Advisors Group
New Hampshire
$535K +$19.2K +143 +4%
FCB
1413
First Command Bank
Texas
$535K +$19.9K +148 +4%
FCFS
1414
First Command Financial Services
Texas
$535K +$19.9K +148 +4%
FPFS
1415
First Personal Financial Services
North Carolina
$534K -$16K -119 -3%
GLLW
1416
Graves Light Lenhart Wealth
Virginia
$534K +$269 +2 +0.1%
EA
1417
Elm Advisors
California
$533K – – –
BB
1418
Berkshire Bank
Massachusetts
$533K +$535K +3,976 New
IAS
1419
Investment Advisory Services
Texas
$532K +$87.6K +651 +20%
HFS
1420
Hantz Financial Services
Michigan
$531K -$1.01M -7,521 -66%
GP
1421
Girard Partners
Pennsylvania
$531K -$256K -1,906 -32%
DM
1422
Diker Management
New York
$529K -$102K -759 -16%
FRA
1423
Front Row Advisors
California
$529K -$13.7K -102 -3%
PFG
1424
PAX Financial Group
Texas
$522K +$64.2K +477 +14%
MPCG
1425
Matrix Private Capital Group
New York
$521K +$2.56K +19 +0.5%
55 56
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