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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
VC
2026
Vestor Capital
Illinois
$204K -$1.6K -12 -0.7%
PG
2027
Pendal Group
Australia
$204K – – –
1W
2028
1776 Wealth
Georgia
$203K -$79.5K -598 -27%
ESBC
2029
E.S. Barr & Co
Kentucky
$203K -$41K -308 -16%
AIM
2030
Aspen Investment Management
Michigan
$203K – – –
CS
2031
Capital Square
Tennessee
$203K +$12.2K +92 +6%
COCM
2032
Charter Oak Capital Management
New Hampshire
$203K +$48.7K +366 +29%
SWM
2033
Segment Wealth Management
Texas
$202K +$1.33K +10 +0.6%
EA
2034
Echo45 Advisors
California
$201K -$38.3K -288 -15%
ACA
2035
Affinity Capital Advisors
California
$201K -$1.73K -13 -0.8%
LFA
2036
Lauterbach Financial Advisors
Texas
$201K – – –
AFS
2037
Annapolis Financial Services
Maryland
$200K -$77.5K -583 -27%
MHR
2038
Matthew Hamilton Rosenberg
$200K -$16.6K -125 -7%
SWM
2039
Selective Wealth Management
Virginia
$200K – – –
SCM
2040
Silvant Capital Management
Georgia
$200K +$39.8K +299 +23%
MRCM
2041
M&R Capital Management
New Jersey
$198K -$14.2K -107 -6%
PA
2042
PSI Advisors
Florida
$192K +$16.4K +123 +9%
SQA
2043
Simon Quick Advisors
New Jersey
$191K -$201K -1,509 -50%
APW
2044
Acima Private Wealth
Virginia
$190K -$27.8K -209 -12%
WFA
2045
Wellspring Financial Advisors
Ohio
$190K -$2K -15 -1%
C
2046
Covestor
United Kingdom
$190K +$85.6K +644 +73%
RA
2047
Rise Advisors
New York
$188K +$69K +519 +52%
FCA
2048
FinTrust Capital Advisors
South Carolina
$186K -$108K -814 -35%
FBT
2049
First Bank & Trust
South Dakota
$185K -$726K -5,460 -79%
RBC
2050
Roble Belko & Company
Pennsylvania
$183K -$508K -3,818 -72%
80 81
82
83 84