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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
FMP
2026
Financial Management Professionals
Texas
$145K +$3.27K +23 +2%
CTB
2027
Country Trust Bank
Illinois
$144K -$73K -514 -34%
AAP
2028
Arax Advisory Partners
Colorado
$144K +$994 +7 +0.7%
FWM
2029
FSA Wealth Management
Massachusetts
$140K +$136K +957 New
SFFS
2030
Stonehage Fleming Financial Services
Jersey
$139K -$281K -1,981 -68%
GSAM
2031
Grant Street Asset Management
Pennsylvania
$137K +$133K +936 New
HGWM
2032
Harvest Group Wealth Management
Massachusetts
$136K – – –
CWM
2033
Cranbrook Wealth Management
Michigan
$136K +$142 +1 +0.1%
SAS
2034
Stelac Advisory Services
New York
$131K +$20.9K +147 +20%
CA
2035
Centerpoint Advisors
Massachusetts
$127K – – –
SL
2036
Savior LLC
Massachusetts
$127K – – –
NIM
2037
NuWave Investment Management
New Jersey
$123K +$119K +835 +10,438%
CAL
2038
Capital Analysts LLC
Pennsylvania
$121K -$29.8K -210 -20%
CHA
2039
Carmichael Hill & Associates
Maryland
$120K +$284 +2 +0.2%
RFA
2040
Reilly Financial Advisors
California
$117K – – –
PFO
2041
Pathstone Family Office
New Jersey
$115K +$31.7K +223 +39%
JWA
2042
JFS Wealth Advisors
Pennsylvania
$114K +$142 +1 +0.1%
SWA
2043
Safir Wealth Advisors
New Hampshire
$114K +$110K +777 New
RTC
2044
Riverview Trust Company
Washington
$112K – – –
MWP
2045
Meridian Wealth Partners
Pennsylvania
$111K – – –
SSC
2046
Syverson Strege & Co
Iowa
$111K +$108K +759 New
ADIM
2047
Alpha DNA Investment Management
Maryland
$109K +$106K +750 New
DOA
2048
D'Orazio & Associates
Virginia
$108K +$27K +190 +35%
TCM
2049
TD Capital Management
Tennessee
$107K +$15.3K +108 +17%
PWA
2050
Phoenix Wealth Advisors
North Carolina
$104K +$101K +709 New
80 81
82
83 84