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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
2026
Strategic Financial Services
New York
$236K +$2K +12 +0.9%
AWS
2027
AJ Wealth Strategies
New York
$235K -$49.2K -295 -17%
FFA
2028
Freedman Financial Associates
Massachusetts
$235K -$48.2K -289 -17%
VCAM
2029
Van Cleef Asset Management
Ohio
$234K – – –
SEP
2030
Southland Equity Partners
Missouri
$234K +$1.67K +10 +0.7%
FNBSF
2031
First National Bank Sioux Falls
South Dakota
$233K – – –
FPB
2032
First PREMIER Bank
South Dakota
$232K – – –
ZF
2033
Zhang Financial
Michigan
$230K -$34.5K -207 -13%
PIA
2034
Perennial Investment Advisors
California
$230K +$231K +1,386 New
WCM
2035
Wedge Capital Management
North Carolina
$229K -$69.3K -415 -23%
HR
2036
Hayden Royal
North Carolina
$229K -$6.01K -36 -3%
ACA
2037
Affinity Capital Advisors
California
$229K – – –
MCM
2038
McRae Capital Management
New Jersey
$229K +$834 +5 +0.4%
VFP
2039
Verus Financial Partners
Virginia
$227K -$13.3K -80 -6%
PMAM
2040
Penn Mutual Asset Management
Pennsylvania
$226K -$28K -168 -11%
T
2041
TRUADVICE
Florida
$226K +$225K +1,346 New
FNWM
2042
Financial Network Wealth Management
Utah
$225K – – –
PPP
2043
Private Portfolio Partners
New Jersey
$225K +$226K +1,354 New
DA
2044
DSC Advisors
Illinois
$224K -$51.4K -308 -19%
SCA
2045
Sippican Capital Advisors
Massachusetts
$224K -$29.9K -179 -12%
EIM
2046
Essex Investment Management
Massachusetts
$224K – – –
EW
2047
Element Wealth
Mississippi
$224K +$3.5K +21 +2%
MGIA
2048
Matthew Goff Investment Advisor
Texas
$223K – – –
RIG
2049
Renaissance Investment Group
Massachusetts
$223K +$224K +1,344 New
PFA
2050
Plotkin Financial Advisors
Maryland
$223K – – –
80 81
82
83 84