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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
UWM
2026
Urban Wealth Management
California
$84K +$93.9K +777 New
WWMSC
2027
Wagner Wealth Management (South Carolina)
South Carolina
$84K +$93.9K +777 New
PCA
2028
Providence Capital Advisors
North Carolina
$82K -$1.69M -13,970 -95%
FPS
2029
Fieldpoint Private Securities
Connecticut
$82K -$270K -2,235 -75%
PWMG
2030
Prestige Wealth Management Group
New Jersey
$82K -$41K -339 -31%
TCWA
2031
Ten Capital Wealth Advisors
Washington
$82K – – –
SOW
2032
State of Wyoming
Wyoming
$81K -$33.6K -278 -27%
VRM
2033
Vectors Research Management
New York
$80K -$604 -5 -0.7%
NICM
2034
Neo Ivy Capital Management
New York
$80K +$90K +745 New
WOSD
2035
WFA of San Diego
California
$79K +$88.6K +733 New
OCM
2036
Orion Capital Management
California
$78K +$73.4K +607 +547%
BAM
2037
Baldrige Asset Management
Pennsylvania
$77K – – –
NFSG
2038
Newbridge Financial Services Group
Florida
$76K +$121 +1 +0.1%
PCFFS
2039
Pacific Center for Financial Services
California
$76K +$604 +5 +0.7%
CFN
2040
Cordasco Financial Network
Florida
$73K +$74.1K +613 +1,022%
CWA
2041
Carolina Wealth Advisors
South Carolina
$71K – – –
OA
2042
Operose Advisors
Wisconsin
$70K -$7.98K -66 -9%
EI
2043
Ellevest Inc
New York
$70K +$20.3K +168 +35%
TFP
2044
Tilia Fiduciary Partners
North Carolina
$69K -$14K -116 -15%
SC
2045
Schubert & Co
Texas
$69K +$8.1K +67 +12%
BHWM
2046
Beaird Harris Wealth Management
Texas
$68K -$37.6K -311 -33%
RE
2047
RBC Europe
United Kingdom
$68K – – –
TSWM
2048
Tyler-Stone Wealth Management
Ohio
$67K – – –
TCWM
2049
Total Clarity Wealth Management
Illinois
$67K +$74.9K +620 New
Q
2050
QVR
California
$65K -$51.5K -426 -41%
80 81
82
83 84