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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
HPIA
1451
Hamilton Point Investment Advisors
North Carolina
$341K – – –
FAM
1452
Formidable Asset Management
Ohio
$340K -$326K -2,048 -49%
DLA
1453
Douglas Lane & Associates
New York
$339K – – –
NDSI
1454
Newman Dignan & Sheerar Inc
Rhode Island
$339K +$5.89K +37 +2%
SIA
1455
Strategic Investment Advisors
Michigan
$339K +$69.1K +434 +23%
AWM
1456
Ariadne Wealth Management
California
$338K +$955 +6 +0.3%
PA
1457
Procyon Advisors
Connecticut
$337K +$5.41K +34 +1%
OHWP
1458
Oak Harbor Wealth Partners
North Carolina
$337K – – –
BSA
1459
Bull Street Advisors
Georgia
$335K +$1.11K +7 +0.3%
BAAM
1460
Baker Avenue Asset Management
California
$335K -$28.5K -179 -7%
FMP
1461
Financial Management Professionals
Texas
$334K +$6.37K +40 +2%
BWFA
1462
Baltimore-Washington Financial Advisors
Maryland
$333K +$30.3K +190 +9%
PFA
1463
Plotkin Financial Advisors
Maryland
$331K – – –
HBT
1464
Hills Bank & Trust
Iowa
$331K – – –
BCM
1465
Boltwood Capital Management
California
$331K +$6.37K +40 +2%
SFC
1466
SYM Financial Corp
Indiana
$330K -$126K -793 -26%
BP
1467
BBR Partners
New York
$330K – – –
FFA
1468
First Foundation Advisors
California
$330K +$362K +2,271 New
CD
1469
Chapin Davis
Maryland
$330K -$57.2K -359 -14%
RWM
1470
RKL Wealth Management
Pennsylvania
$330K -$13.9K -87 -4%
PFSC
1471
Peoples Financial Services Corp
Pennsylvania
$329K -$3.98K -25 -1%
SWGC
1472
Summit Wealth Group (Colorado)
Colorado
$329K +$33K +207 +10%
FFS
1473
Founders Financial Securities
Maryland
$329K -$240K -1,508 -41%
RW
1474
Rede Wealth
Virginia
$328K – – –
SM
1475
Sweeney & Michel
California
$328K +$637 +4 +0.2%
57 58
59
60 61