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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
SLT
2026
St Louis Trust
Missouri
$245K – – –
ML
2027
McAdam LLC
Pennsylvania
$245K +$149 +1 +0.1%
MSR
2028
Main Street Research
Connecticut
$244K -$48.7K -327 -17%
RGC
2029
Roberts, Glore & Co
Illinois
$244K -$22.2K -149 -8%
ONST
2030
Old North State Trust
North Carolina
$244K -$2.68K -18 -1%
LSPW
2031
Lake Street Private Wealth
Illinois
$244K +$8.04K +54 +3%
PIA
2032
Perennial Investment Advisors
California
$243K +$2.98K +20 +1%
PG
2033
Pendal Group
Australia
$243K +$244K +1,635 New
OPCM
2034
Osborne Partners Capital Management
California
$243K +$244K +1,636 New
SNB
2035
Security National Bank
Nebraska
$242K -$154K -1,031 -39%
AIM
2036
Aspen Investment Management
Michigan
$242K – – –
TC
2037
Tacita Capital
Ontario, Canada
$241K – – –
ACA
2038
Affinity Capital Advisors
California
$241K +$36.5K +245 +18%
GWSG
2039
GPS Wealth Strategies Group
Colorado
$240K -$91.8K -616 -28%
LFA
2040
Lauterbach Financial Advisors
Texas
$240K +$241K +1,615 New
WRM
2041
Weybosset Research & Management
Rhode Island
$239K -$8.94K -60 -4%
SWM
2042
Segment Wealth Management
Texas
$239K – – –
SWM
2043
Selective Wealth Management
Virginia
$239K – – –
1WA
2044
180 Wealth Advisors
Washington
$239K +$5.96K +40 +2%
BCM
2045
Brooktree Capital Management
Michigan
$238K -$75.4K -506 -24%
SFG
2046
Snider Financial Group
Washington
$238K – – –
FHC
2047
First Heartland Consultants
Missouri
$237K -$447 -3 -0.2%
SCM
2048
SOL Capital Management
Maryland
$237K – – –
CCB
2049
Cutter & Co Brokerage
Missouri
$236K +$298 +2 +0.1%
MWA
2050
MFA Wealth Advisors
Pennsylvania
$235K -$59.7K -401 -20%
80 81
82
83 84