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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
HR
2026
Hayden Royal
North Carolina
$228K -$12.7K -85 -6%
RSWM
2027
Robertson Stephens Wealth Management
California
$228K +$212K +1,417 New
VCAM
2028
Van Cleef Asset Management
Ohio
$227K -$10.5K -70 -5%
OL
2029
Optas LLC
Texas
$227K -$3.59K -24 -2%
SFS
2030
Strategic Financial Services
New York
$227K +$1.8K +12 +0.9%
EFL
2031
ERn Financial LLC
Wisconsin
$226K -$9.13K -61 -4%
FPB
2032
First PREMIER Bank
South Dakota
$226K -$8.98K -60 -4%
FNBSF
2033
First National Bank Sioux Falls
South Dakota
$226K – – –
SEP
2034
Southland Equity Partners
Missouri
$225K +$599 +4 +0.3%
LBD
2035
Landsberg Bennett & Dubbaneh
Florida
$225K -$3.29K -22 -2%
LOAME
2036
Lombard Odier Asset Management (Europe)
United Kingdom
$223K +$207K +1,385 New
ACA
2037
Affinity Capital Advisors
California
$222K – – –
MCM
2038
McRae Capital Management
New Jersey
$222K – – –
AIG
2039
American International Group
New York
$219K -$14.7M -98,152 -7%
FNWM
2040
Financial Network Wealth Management
Utah
$219K +$203K +1,357 New
ESBC
2041
E.S. Barr & Co
Kentucky
$218K +$203K +1,355 New
EIM
2042
Essex Investment Management
Massachusetts
$217K +$123K +824 +158%
PFA
2043
Plotkin Financial Advisors
Maryland
$216K +$201K +1,342 New
CAM
2044
Cidel Asset Management
Ontario, Canada
$216K -$21.1K -141 -10%
MGIA
2045
Matthew Goff Investment Advisor
Texas
$216K -$10.5K -70 -5%
AGA
2046
Arkos Global Advisors
Texas
$216K +$200K +1,338 New
WMP
2047
Wealth Management Partners
Arizona
$215K +$197K +1,318 New
FUBT
2048
First United Bank & Trust
Maryland
$215K +$200K +1,336 New
SWA
2049
Sutton Wealth Advisors
Florida
$215K +$1.35K +9 +0.7%
EW
2050
Element Wealth
Mississippi
$214K +$199K +1,329 New
80 81
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