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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
MFG
2026
Merit Financial Group
Georgia
$233K +$216K +1,444 New
B
2027
Bellecapital
Switzerland
$232K – – –
LIM
2028
Lathrop Investment Management
Arkansas
$231K -$19.9K -133 -8%
AAS
2029
Annex Advisory Services
Wisconsin
$231K -$12.7K -85 -6%
FFG
2030
Ford Financial Group
California
$231K -$7.93K -53 -4%
QWM
2031
QP Wealth Management
New Jersey
$231K – – –
OCG
2032
Opus Capital Group
Ohio
$231K +$299 +2 +0.1%
PBO
2033
Peoples Bank (Ohio)
Ohio
$230K -$2.69K -18 -1%
BCM
2034
Bienville Capital Management
New York
$230K – – –
NCM
2035
Northside Capital Management
Oregon
$229K -$138K -921 -39%
HR
2036
Hayden Royal
North Carolina
$228K -$12.7K -85 -6%
RSWM
2037
Robertson Stephens Wealth Management
California
$228K +$212K +1,417 New
VCAM
2038
Van Cleef Asset Management
Ohio
$227K -$10.5K -70 -5%
OL
2039
Optas LLC
Texas
$227K -$3.59K -24 -2%
SFS
2040
Strategic Financial Services
New York
$227K +$1.8K +12 +0.9%
EFL
2041
ERn Financial LLC
Wisconsin
$226K -$9.13K -61 -4%
FPB
2042
First PREMIER Bank
South Dakota
$226K -$8.98K -60 -4%
FNBSF
2043
First National Bank Sioux Falls
South Dakota
$226K – – –
SEP
2044
Southland Equity Partners
Missouri
$225K +$599 +4 +0.3%
LBD
2045
Landsberg Bennett & Dubbaneh
Florida
$225K -$3.29K -22 -2%
LOAME
2046
Lombard Odier Asset Management (Europe)
United Kingdom
$223K +$207K +1,385 New
ACA
2047
Affinity Capital Advisors
California
$222K – – –
MCM
2048
McRae Capital Management
New Jersey
$222K – – –
FNWM
2049
Financial Network Wealth Management
Utah
$219K +$203K +1,357 New
ESBC
2050
E.S. Barr & Co
Kentucky
$218K +$203K +1,355 New
80 81
82
83 84