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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
2026
Clearstead Trust
Maine
$193K – – –
SCM
2027
Silvant Capital Management
Georgia
$192K – – –
COCM
2028
Charter Oak Capital Management
New Hampshire
$186K +$324 +2 +0.2%
LAS
2029
Lloyd Advisory Services
Georgia
$185K -$3.08K -19 -1%
RIM
2030
Rockbridge Investment Management
New York
$183K – – –
SWA
2031
SOA Wealth Advisors
New York
$183K +$972 +6 +0.5%
PCFFS
2032
Pacific Center for Financial Services
California
$181K – – –
LAM
2033
Lountzis Asset Management
Pennsylvania
$181K +$6.16K +38 +3%
OSNBOA
2034
Old Second National Bank of Aurora
Illinois
$174K +$3.89K +24 +2%
CAL
2035
Capital Analysts LLC
Pennsylvania
$173K +$22.7K +140 +14%
KFA
2036
Krane Funds Advisors
New York
$167K +$37.6K +232 +26%
CWP
2037
Concord Wealth Partners
Virginia
$166K -$352K -2,172 -66%
BWM
2038
Baystate Wealth Management
Massachusetts
$163K -$14.4K -89 -7%
PWMG
2039
Prestige Wealth Management Group
New Jersey
$163K +$25.1K +155 +16%
CA
2040
Centerpoint Advisors
Massachusetts
$161K +$12K +74 +7%
AAP
2041
Arax Advisory Partners
Colorado
$159K +$11.8K +73 +7%
FMP
2042
Financial Management Professionals
Texas
$159K +$12.2K +75 +7%
CCMW
2043
Cypress Capital Management (Wyoming)
Wyoming
$153K -$7.13K -44 -4%
SFFS
2044
Stonehage Fleming Financial Services
Jersey
$152K -$142K -876 -46%
FEG
2045
Financial Enhancement Group
Indiana
$152K – – –
CTB
2046
Country Trust Bank
Illinois
$151K – – –
LWM
2047
Liberty Wealth Management
California
$149K +$36.1K +223 +28%
CPC
2048
Consolidated Planning Corp
Georgia
$149K +$164K +1,014 New
WOSD
2049
WFA of San Diego
California
$148K +$163K +1,008 New
RCG
2050
Rock Creek Group
District of Columbia
$140K -$179K -1,103 -54%
80 81
82
83 84