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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
1426
Sentry Investment Management
Wisconsin
$308K – – –
IWM
1427
Integris Wealth Management
California
$308K – – –
CWM
1428
Chesapeake Wealth Management
Virginia
$308K – – –
CYG
1429
Clean Yield Group
Vermont
$308K – – –
UB
1430
Umpqua Bank
Oregon
$308K +$288K +3,468 New
CB
1431
Cadence Bank
Mississippi
$307K -$6.55K -79 -2%
SHGA
1432
Sand Hill Global Advisors
California
$307K +$287K +3,464 New
QPWM
1433
Quadrant Private Wealth Management
Pennsylvania
$306K – – –
PAG
1434
Powers Advisory Group
Illinois
$306K -$4.97K -60 -2%
LW
1435
Lauer Wealth
Indiana
$306K +$5.22K +63 +2%
CA
1436
Crewe Advisors
Utah
$305K +$285K +3,443 New
SWM
1437
Silverlake Wealth Management
Vermont
$305K +$4.23K +51 +2%
BSA
1438
Bull Street Advisors
Georgia
$303K – – –
CCM
1439
Coerente Capital Management
Ontario, Canada
$302K +$283K +3,409 New
EB
1440
Eastern Bank
Massachusetts
$302K -$109K -1,319 -28%
FCM
1441
Firestone Capital Management
Florida
$302K – – –
PA
1442
Probity Advisors
Texas
$301K -$7.63K -92 -3%
SOS
1443
Silver Oak Securities
Tennessee
$300K +$15.8K +191 +6%
SAM
1444
Summit Asset Management
Tennessee
$300K -$19.3K -233 -6%
CJ
1445
Caitlin John
Michigan
$300K +$220K +2,653 +366%
CSPAM
1446
Cary Street Partners Asset Management
Virginia
$299K – – –
MIA
1447
MMBG Investment Advisors
Florida
$299K – – –
MS
1448
Mizuho Securities
Japan
$297K +$238K +2,871 +601%
MFC
1449
Mechanics Financial Corp
Ohio
$295K +$4.97K +60 +2%
OCM
1450
One Capital Management
California
$294K +$275K +3,319 New
56 57
58
59 60