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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
TF
1551
Tompkins Financial
New York
$581K -$4.47K -30 -0.8%
PCMM
1552
Piedmont Capital Management (Montana)
Montana
$581K +$26.2K +176 +5%
EA
1553
Elm Advisors
California
$580K – – –
ZAM
1554
Zevin Asset Management
Massachusetts
$580K – – –
WDL
1555
Well Done LLC
Michigan
$578K -$181K -1,215 -24%
KWM
1556
Kaydan Wealth Management
Michigan
$576K +$578K +3,881 New
AT
1557
American Trust
Kentucky
$575K +$577K +3,870 New
CT
1558
Columbia Trust
Oregon
$572K – – –
WTFG
1559
Wells Trecaso Financial Group
Ohio
$571K – – –
MKA
1560
M. Kulyk & Associates
Georgia
$571K +$573K +3,844 New
IF
1561
Intrua Financial
Texas
$569K +$88.6K +595 +18%
EBA
1562
Eagle Bay Advisors
New York
$568K -$285K -1,913 -33%
AIA
1563
Arbor Investment Advisors
North Carolina
$568K – – –
FPAS
1564
Focus Partners Advisor Solutions
Missouri
$568K +$569K +3,816 New
TFF
1565
The Family Firm
Maryland
$567K +$1.19K +8 +0.2%
NWM
1566
NEIRG Wealth Management
Massachusetts
$565K +$566K +3,801 New
EFS
1567
Econ Financial Services
Pennsylvania
$565K +$567K +3,806 New
MMG
1568
Monetary Management Group
Missouri
$564K – – –
MM
1569
MQS Management
New York
$559K +$561K +3,764 New
MSFP
1570
Mark Sheptoff Financial Planning
Connecticut
$558K -$17.4K -117 -3%
GLLW
1571
Graves Light Lenhart Wealth
Virginia
$558K +$298 +2 +0.1%
AOWM
1572
Alpha Omega Wealth Management
Virginia
$556K – – –
GAB
1573
German American Bancorp
Indiana
$556K – – –
BSB
1574
Bangor Savings Bank
Maine
$555K -$108K -725 -16%
OFG
1575
OmniStar Financial Group
North Carolina
$555K +$18.8K +126 +3%
61 62
63
64 65