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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
2026
Cribstone Capital Management
Maine
$15.1K -$408 -4 -3%
BCM
2027
Bourgeon Capital Management
Connecticut
$15.1K – – –
AWM
2028
Atticus Wealth Management
Florida
$14.8K – – –
BCPWM
2029
Bradley & Co Private Wealth Management
Florida
$14K – – –
FNBOSM
2030
First National Bank of South Miami
Florida
$14K – – –
JIR
2031
James Investment Research
Ohio
$14K +$13.9K +136 New
SL
2032
Savior LLC
Massachusetts
$13.9K +$306 +3 +2%
CMBA
2033
C.M. Bidwell & Associates
Hawaii
$13.8K – – –
AP
2034
Atwood & Palmer
Missouri
$13.7K – – –
NC
2035
NewSquare Capital
Pennsylvania
$13.1K -$25.4K -249 -66%
AFIA
2036
America First Investment Advisors
Nebraska
$13K – – –
HWM
2037
Horizons Wealth Management
North Carolina
$13K – – –
MPCL
2038
My Personal CFO LLC
Washington
$12.2K +$12.4K +122 New
CWM
2039
CarsonAllaria Wealth Management
Illinois
$12K -$3.06K -30 -21%
KFP
2040
KB Financial Partners
New Jersey
$12K – – –
RG
2041
Retirement Group
California
$12K – – –
PPC
2042
Park Place Capital
Alabama
$12K +$12.5K +123 New
FCG
2043
Financial Connections Group
California
$12K +$12.8K +126 New
AWM
2044
Activest Wealth Management
Florida
$12K – – –
AWM
2045
AllSquare Wealth Management
New York
$12K – – –
MBFW
2046
Morton Brown Family Wealth
Pennsylvania
$12K – – –
PP
2047
PFS Partners
New Jersey
$12K – – –
NOI
2048
Newton One Investments
Delaware
$11.2K -$11.5K -113 -50%
BAM
2049
Bellevue Asset Management
Washington
$11.1K – – –
CPFP
2050
Clear Perspectives Financial Planning
Ohio
$10.8K – – –
80 81
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