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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
2026
Pointe Capital Management
Michigan
– -$91K -1,036 Closed
GCWM
2027
Graham Capital Wealth Management
District of Columbia
– -$777K -884 Closed
AWM
2028
Accel Wealth Management
Iowa
– -$70.9K -807 Closed
MIA
2029
Milestone Investment Advisors
Wisconsin
– -$67.5K -768 Closed
TCWA
2030
Ten Capital Wealth Advisors
Washington
– -$66.8K -761 Closed
SC
2031
Schubert & Co
Texas
– -$54.7K -622 Closed
EI
2032
Ellevest Inc
New York
– -$52.3K -596 Closed
TC
2033
Tacita Capital
Ontario, Canada
– -$45K -513 Closed
GFL
2034
Granite FO LLC
New Hampshire
– -$42.5K -478 Closed
MIM
2035
Manitou Investment Management
Ontario, Canada
– -$41K -466 Closed
SSC
2036
Syverson Strege & Co
Iowa
– -$35.4K -403 Closed
MIM
2037
Macroview Investment Management
Maryland
– -$35K -398 Closed
CG
2038
Cutler Group
California
– -$27.5K -324 Closed
UAML
2039
US Asset Management LLC
Pennsylvania
– -$24K -274 Closed
BA
2040
Bellwether Advisors
Nebraska
– -$22.5K -256 Closed
PAG
2041
Paladin Advisory Group
Iowa
– -$21.9K -250 Closed
CIA
2042
Cascade Investment Advisors
Oregon
– -$21.2K -242 Closed
LCS
2043
Levin Capital Strategies
New York
– -$15.1K -172 Closed
SIS
2044
Strategic Investment Solutions
Illinois
– -$13.7K -155 Closed
TAIM
2045
TD Ameritrade Investment Management
Nebraska
– -$13K -142 Closed
SL
2046
Savior LLC
Massachusetts
– -$12.4K -141 Closed
AFIA
2047
America First Investment Advisors
Nebraska
– -$11.1K -127 Closed
RCM
2048
Raleigh Capital Management
North Carolina
– -$7.99K -91 Closed
M1FG
2049
Mach-1 Financial Group
Arkansas
– -$6.31M -72 Closed
FA
2050
Fortis Advisors
Pennsylvania
– -$5.26K -60 Closed
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