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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
ZAM
1451
Zevin Asset Management
Massachusetts
$252K – – –
WTA
1452
Washington Trust Advisors
Massachusetts
$252K -$29.9K -348 -10%
DDC
1453
DF Dent & Co
Maryland
$252K -$344K -4,001 -55%
DA
1454
Detalus Advisors
Missouri
$251K -$133K -1,553 -33%
CCA
1455
Cobblestone Capital Advisors
New York
$251K +$10.2K +119 +4%
HWM
1456
Horizon Wealth Management
Illinois
$250K +$2.66K +31 +1%
OFS
1457
OneAscent Financial Services
Alabama
$249K +$273K +3,185 New
CBA
1458
Coastal Bridge Advisors
Connecticut
$249K +$13.4K +156 +5%
SCM
1459
Schnieders Capital Management
California
$249K -$118K -1,378 -30%
NRG
1460
Nemes Rush Group
Michigan
$249K -$94.4K -1,100 -26%
CFS
1461
Commonwealth Financial Services
West Virginia
$248K +$272K +3,173 New
PFA
1462
Petra Financial Advisors
Colorado
$248K +$6.1K +71 +2%
RP
1463
Riverbridge Partners
Minnesota
$248K – – –
WA
1464
Waverly Advisors
Alabama
$247K -$3.27M -38,112 -92%
RWP
1465
Ridgecrest Wealth Partners
California
$247K – – –
HFS
1466
Hantz Financial Services
Michigan
$247K -$5.15K -60 -2%
BCA
1467
Bay Colony Advisors
Massachusetts
$247K +$86 +1 +0%
MLL
1468
Moody Lynn & Lieberson
Massachusetts
$246K – – –
ECAM
1469
East Coast Asset Management
Massachusetts
$246K – – –
AFM
1470
Armstrong Fleming & Moore
District of Columbia
$245K – – –
EFSCE
1471
Enterprise Financial Services Corp (EFSC)
Missouri
$245K -$9.1K -106 -3%
AP
1472
Appleton Partners
Massachusetts
$245K -$9.1K -106 -3%
FW
1473
FirstPurpose Wealth
Utah
$245K +$54.4K +633 +25%
AMBIA
1474
Allen Mooney & Barnes Investment Advisors
Georgia
$244K +$172 +2 +0.1%
LA
1475
Lane & Associates
New Jersey
$244K +$1.03K +12 +0.4%
57 58
59
60 61