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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
1601
Fragasso Financial Advisors
Pennsylvania
$296K +$301K +2,947 New
GWCM
1602
Godshalk Welsh Capital Management
Pennsylvania
$295K -$24.4K -239 -8%
GWP
1603
Gateway Wealth Partners
Wisconsin
$295K +$300K +2,940 New
P
1604
&Partners
Tennessee
$294K -$6.73K -66 -2%
SOS
1605
Silver Oak Securities
Tennessee
$293K -$6.53K -64 -2%
MGAM
1606
McGowan Group Asset Management
Texas
$293K +$41.1K +403 +16%
FCA
1607
Fortis Capital Advisors
Kansas
$292K +$297K +2,916 New
MSAM
1608
Moloney Securities Asset Management
Missouri
$292K +$306 +3 +0.1%
KFS
1609
Kurt F. Somerville
$291K – – –
BEAM
1610
Baker Ellis Asset Management
Washington
$291K -$198K -1,944 -40%
PAM
1611
Premier Asset Management
Illinois
$291K -$6.42K -63 -2%
SIG
1612
Sky Investment Group
Connecticut
$290K -$130K -1,270 -31%
MG
1613
Marex Group
$290K +$295K +2,890 New
WPP
1614
Whalerock Point Partners
Rhode Island
$290K +$16.2K +159 +6%
CA
1615
Claro Advisors
Massachusetts
$288K -$69K -677 -19%
HCM
1616
Hall Capital Management
Rhode Island
$288K -$4.69K -46 -2%
PWPS
1617
Pinnacle Wealth Planning Services
Ohio
$287K +$292K +2,863 New
BSA
1618
Bull Street Advisors
Georgia
$287K -$5.1K -50 -2%
ADMI
1619
Albert D. Mason Inc
Massachusetts
$287K +$10.4K +102 +4%
MMPW
1620
Mitchell McLeod Pugh & Williams
Alabama
$286K -$7.45K -73 -2%
FCM
1621
Firestone Capital Management
Florida
$285K +$1.22K +12 +0.4%
KC
1622
Kinloch Capital
Virginia
$285K -$1.94M -19,038 -87%
CAG
1623
Csenge Advisory Group
Florida
$284K -$93.1K -913 -24%
GA
1624
Greenhaven Associates
New York
$284K – – –
WA
1625
Waverly Advisors
Alabama
$284K -$599K -5,870 -67%
63 64
65
66 67