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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
2026
Shakespeare Wealth Management
Wisconsin
$202K +$222K +1,369 New
IA
2027
Insight Advisors
Pennsylvania
$201K -$2.27K -14 -1%
PFGIA
2028
Patriot Financial Group Insurance Agency
Massachusetts
$199K +$17.8K +110 +9%
AA
2029
Addison Advisors
Vermont
$197K +$1.13K +7 +0.5%
SWA
2030
Sutton Wealth Advisors
Florida
$194K -$1.94K -12 -0.9%
CT
2031
Clearstead Trust
Maine
$193K – – –
SCM
2032
Silvant Capital Management
Georgia
$192K – – –
COCM
2033
Charter Oak Capital Management
New Hampshire
$186K +$324 +2 +0.2%
LAS
2034
Lloyd Advisory Services
Georgia
$185K -$3.08K -19 -1%
RIM
2035
Rockbridge Investment Management
New York
$183K – – –
SWA
2036
SOA Wealth Advisors
New York
$183K +$972 +6 +0.5%
PCFFS
2037
Pacific Center for Financial Services
California
$181K – – –
LAM
2038
Lountzis Asset Management
Pennsylvania
$181K +$6.16K +38 +3%
OSNBOA
2039
Old Second National Bank of Aurora
Illinois
$174K +$3.89K +24 +2%
CAL
2040
Capital Analysts LLC
Pennsylvania
$173K +$22.7K +140 +14%
KFA
2041
Krane Funds Advisors
New York
$167K +$37.6K +232 +26%
CWP
2042
Concord Wealth Partners
Virginia
$166K -$352K -2,172 -66%
BWM
2043
Baystate Wealth Management
Massachusetts
$163K -$14.4K -89 -7%
PWMG
2044
Prestige Wealth Management Group
New Jersey
$163K +$25.1K +155 +16%
CA
2045
Centerpoint Advisors
Massachusetts
$161K +$12K +74 +7%
AAP
2046
Arax Advisory Partners
Colorado
$159K +$11.8K +73 +7%
FMP
2047
Financial Management Professionals
Texas
$159K +$12.2K +75 +7%
CCMW
2048
Cypress Capital Management (Wyoming)
Wyoming
$153K -$7.13K -44 -4%
SFFS
2049
Stonehage Fleming Financial Services
Jersey
$152K -$142K -876 -46%
FEG
2050
Financial Enhancement Group
Indiana
$152K – – –
80 81
82
83 84