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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
MF
1526
Montis Financial
Massachusetts
$605K +$212K +1,423 +54%
FPWM
1527
FSB Premier Wealth Management
Iowa
$604K -$73.6K -494 -11%
EWM
1528
Evermay Wealth Management
Virginia
$604K -$61.4K -412 -9%
EF
1529
Empowered Funds
Pennsylvania
$604K +$97.1K +652 +19%
AIA
1530
Angeles Investment Advisors
California
$604K +$104K +699 +21%
KLWA
1531
Kelly Lawrence W & Associates
California
$603K +$223K +1,495 +58%
MYLI
1532
Meiji Yasuda Life Insurance
Japan
$600K -$31.9K -214 -5%
TFO
1533
Tarbox Family Office
California
$598K -$298 -2 -0%
SCA
1534
Strategic Capital Advisers
Colorado
$598K – – –
RVM
1535
Robinson Value Management
Texas
$595K -$47.5K -319 -7%
EGA
1536
Eagle Global Advisors
Texas
$594K -$17.7K -119 -3%
FAG
1537
Financial Advisory Group
Texas
$592K -$52.6K -353 -8%
SA
1538
Sicart Associates
New York
$592K – – –
BFS
1539
Bard Financial Services
Connecticut
$592K +$894 +6 +0.2%
W
1540
Wealthquest
Ohio
$591K -$18.2K -122 -3%
CHC
1541
City Holding Co
West Virginia
$588K -$6.11K -41 -0.9%
SG
1542
StoneX Group
New York
$588K +$44.8K +301 +8%
DM
1543
Diker Management
New York
$586K – – –
MMC
1544
Mizuho Markets Cayman
Cayman Islands
$586K +$588K +3,946 New
CCM
1545
Cox Capital Management
Massachusetts
$584K -$190K -1,275 -24%
CCM
1546
Chilton Capital Management
Texas
$584K – – –
MPCG
1547
Matrix Private Capital Group
New York
$584K +$5.96K +40 +1%
MPPLM
1548
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$583K +$6.41K +43 +1%
LW
1549
Linscomb Wealth
Texas
$581K -$18.8K -126 -3%
TF
1550
Tompkins Financial
New York
$581K -$4.47K -30 -0.8%
60 61
62
63 64