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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
BMM
1601
Buffington Mohr McNeal
Idaho
$429K +$2.27K +16 +0.5%
GP
1602
Greenline Partners
New York
$428K -$40.1M -282,630 -99%
TWI
1603
Thomas White International
Illinois
$428K – – –
BWA
1604
Bordeaux Wealth Advisors
California
$428K +$415K +2,925 New
BWFA
1605
Baltimore-Washington Financial Advisors
Maryland
$426K – – –
AS
1606
Altshuler Shaham
Israel
$424K -$219K -1,541 -35%
MMG
1607
Monetary Management Group
Missouri
$424K – – –
FCM
1608
Firestone Capital Management
Florida
$423K – – –
9WM
1609
9258 Wealth Management
Ohio
$422K +$568 +4 +0.1%
GWCM
1610
Godshalk Welsh Capital Management
Pennsylvania
$421K – – –
ECM
1611
EagleClaw Capital Management
Massachusetts
$420K -$39K -275 -9%
ITIM
1612
Indiana Trust & Investment Management
Indiana
$420K +$10.9K +77 +3%
FMLI
1613
Fukoku Mutual Life Insurance
Japan
$419K -$34.1K -240 -8%
HBT
1614
Hills Bank & Trust
Iowa
$419K -$2.84K -20 -0.7%
PA
1615
PSI Advisors
Florida
$419K +$33.1K +233 +9%
SFG
1616
StrategIQ Financial Group
Indiana
$418K -$63.3K -446 -13%
CS
1617
Capital Square
Tennessee
$418K -$27.3K -192 -6%
ISWM
1618
Independent Solutions Wealth Management
New York
$417K -$35.8K -252 -8%
HFG
1619
Heron Financial Group
New York
$416K – – –
SG
1620
StoneX Group
New York
$415K +$35.9K +253 +10%
SW
1621
SlateStone Wealth
Florida
$414K -$67.9K -478 -14%
BSA
1622
Bull Street Advisors
Georgia
$414K – – –
SFSIG
1623
San Francisco Sentry Investment Group
California
$414K +$20.4K +144 +5%
SWIG
1624
Strategic Wealth Investment Group
Kentucky
$413K -$8.23K -58 -2%
WOC
1625
West Oak Capital
California
$413K – – –
63 64
65
66 67