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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
PIG
1751
Pantheon Investment Group
California
$389K +$361K +2,414 New
KMWM
1752
Keudell/Morrison Wealth Management
Oregon
$388K +$38K +254 +12%
AS
1753
Altshuler Shaham
Israel
$387K -$74.7K -499 -17%
WA
1754
Wealth Alliance
New York
$387K +$12.6K +84 +4%
BL
1755
Balentine LLC
Georgia
$387K +$41.6K +278 +13%
PWS
1756
Private Wealth Strategies
Ohio
$386K – – –
PCMM
1757
Piedmont Capital Management (Montana)
Montana
$386K +$71K +474 +25%
ACM
1758
Armbruster Capital Management
New York
$385K – – –
MSE
1759
MUFG Securities EMEA
United Kingdom
$382K -$5.25M -35,061 -94%
WCWM
1760
Willow Creek Wealth Management
California
$382K – – –
HSWM
1761
Hubbell Strickland Wealth Management
Louisiana
$382K +$9.43K +63 +3%
NFG
1762
Nadler Financial Group
Illinois
$380K -$18.3K -122 -5%
CAM
1763
Covenant Asset Management
New Jersey
$379K – – –
T
1764
TOBAM
France
$379K – – –
KOCAA
1765
Knights of Columbus Asset Advisors
Connecticut
$378K +$351K +2,348 New
GP
1766
Girard Partners
Pennsylvania
$377K -$105K -699 -23%
WCM
1767
Windsor Capital Management
Arizona
$377K -$19.9K -133 -5%
DWM
1768
Darwin Wealth Management
Florida
$377K -$1.8K -12 -0.5%
SWM
1769
Segment Wealth Management
Texas
$375K -$4.89M -32,696 -93%
KIG
1770
Kowal Investment Group
Wisconsin
$375K +$39.5K +264 +13%
CW
1771
CreativeOne Wealth
Kansas
$375K +$59.7K +399 +21%
BDFN
1772
Bond & Devick Financial Network
Minnesota
$374K +$10.5K +70 +3%
MWPCG
1773
Measured Wealth Private Client Group
New Hampshire
$374K +$347K +2,321 New
MWM
1774
Merriman Wealth Management
Washington
$372K +$36.8K +246 +12%
EWM
1775
Echo Wealth Management
Minnesota
$371K -$46.6K -311 -12%
69 70
71
72 73