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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
EGA
1401
Eagle Global Advisors
Texas
$552K -$4.04K -30 -0.7%
CRWM
1402
Castle Rock Wealth Management
California
$549K +$80.7K +600 +18%
BSB
1403
Bangor Savings Bank
Maine
$548K +$27.6K +205 +5%
BCI
1404
Brinker Capital Investments
Pennsylvania
$546K +$548K +4,077 New
RIA
1405
Realta Investment Advisors
Delaware
$545K -$12.6K -94 -2%
AWA
1406
ARS Wealth Advisors
Florida
$545K -$11.2K -83 -2%
DI
1407
Diligent Investors
California
$545K -$2.69K -20 -0.5%
TF
1408
Tompkins Financial
New York
$543K +$4.3K +32 +0.8%
SP
1409
Successful Portfolios
Florida
$542K -$32.7K -243 -6%
TFO
1410
Tarbox Family Office
California
$542K +$1.61K +12 +0.3%
EFSCE
1411
Enterprise Financial Services Corp (EFSC)
Missouri
$541K -$253K -1,881 -32%
FDS
1412
Freedom Day Solutions
Texas
$541K +$212K +1,578 +64%
ZAM
1413
Zevin Asset Management
Massachusetts
$540K -$8.07K -60 -1%
ANBT
1414
American National Bank & Trust
Texas
$540K +$20K +149 +4%
HFRG
1415
Houlihan Financial Resource Group
Virginia
$536K +$510K +3,791 New
PL
1416
Plancorp LLC
Missouri
$535K -$264K -1,963 -33%
GBT
1417
Grove Bank & Trust
Florida
$535K -$17.6K -131 -3%
LSAG
1418
Lake Street Advisors Group
New Hampshire
$535K +$19.2K +143 +4%
FCB
1419
First Command Bank
Texas
$535K +$19.9K +148 +4%
FCFS
1420
First Command Financial Services
Texas
$535K +$19.9K +148 +4%
FPFS
1421
First Personal Financial Services
North Carolina
$534K -$16K -119 -3%
GLLW
1422
Graves Light Lenhart Wealth
Virginia
$534K +$269 +2 +0.1%
EA
1423
Elm Advisors
California
$533K – – –
BB
1424
Berkshire Bank
Massachusetts
$533K +$535K +3,976 New
IAS
1425
Investment Advisory Services
Texas
$532K +$87.6K +651 +20%
55 56
57
58 59