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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
RA
2026
Rodgers & Associates
Pennsylvania
$206K – – –
SLT
2027
St Louis Trust
Missouri
$206K – – –
OPCM
2028
Osborne Partners Capital Management
California
$205K +$1.46K +11 +0.7%
RCG
2029
Resource Consulting Group
Florida
$205K +$10.2K +77 +5%
IA
2030
Insight Advisors
Pennsylvania
$205K +$219K +1,646 New
PA
2031
Procyon Advisors
Connecticut
$204K -$258K -1,943 -54%
VC
2032
Vestor Capital
Illinois
$204K -$1.6K -12 -0.7%
PG
2033
Pendal Group
Australia
$204K – – –
1W
2034
1776 Wealth
Georgia
$203K -$79.5K -598 -27%
ESBC
2035
E.S. Barr & Co
Kentucky
$203K -$41K -308 -16%
AIM
2036
Aspen Investment Management
Michigan
$203K – – –
CS
2037
Capital Square
Tennessee
$203K +$12.2K +92 +6%
COCM
2038
Charter Oak Capital Management
New Hampshire
$203K +$48.7K +366 +29%
SWM
2039
Segment Wealth Management
Texas
$202K +$1.33K +10 +0.6%
EA
2040
Echo45 Advisors
California
$201K -$38.3K -288 -15%
ACA
2041
Affinity Capital Advisors
California
$201K -$1.73K -13 -0.8%
LFA
2042
Lauterbach Financial Advisors
Texas
$201K – – –
AFS
2043
Annapolis Financial Services
Maryland
$200K -$77.5K -583 -27%
MHR
2044
Matthew Hamilton Rosenberg
$200K -$16.6K -125 -7%
SWM
2045
Selective Wealth Management
Virginia
$200K – – –
SCM
2046
Silvant Capital Management
Georgia
$200K +$39.8K +299 +23%
MRCM
2047
M&R Capital Management
New Jersey
$198K -$14.2K -107 -6%
PA
2048
PSI Advisors
Florida
$192K +$16.4K +123 +9%
SQA
2049
Simon Quick Advisors
New Jersey
$191K -$201K -1,509 -50%
APW
2050
Acima Private Wealth
Virginia
$190K -$27.8K -209 -12%
80 81
82
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