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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
TCBWMS
2026
Texas Capital Bank Wealth Management Services
Texas
– -$474K -6,059 Closed
KFA
2027
Krane Funds Advisors
New York
– -$471K -6,015 Closed
YIH
2028
Y-Intercept (HK)
Hong Kong
– -$436K -5,566 Closed
REMPR
2029
Roof Eidam Maycock Peralta (REMP)
California
– -$426K -5,448 Closed
THWM
2030
Taylor Hoffman Wealth Management
Virginia
– -$415K -5,307 Closed
APM
2031
Advanced Portfolio Management
New York
– -$412K -5,262 Closed
BI
2032
Berkeley Inc
Idaho
– -$403K -5,149 Closed
NRD
2033
Nebula Research & Development
New York
– -$402K -5,131 Closed
GCP
2034
GSA Capital Partners
United Kingdom
– -$400K -5,109 Closed
SC
2035
Savoie Capital
Illinois
– -$388K -4,962 Closed
SPWM
2036
Schrum Private Wealth Management
Florida
– -$365K -4,660 Closed
TW
2037
Transform Wealth
Colorado
– -$355K -4,530 Closed
BFM
2038
Boothbay Fund Management
New York
– -$353K -4,507 Closed
AFT
2039
Alpha Family Trust
California
– -$343K -4,377 Closed
SFO
2040
Stokes Family Office
Louisiana
– -$319K -4,070 Closed
HWMG
2041
Hurlow Wealth Management Group
Indiana
– -$318K -4,069 Closed
CA
2042
Crewe Advisors
Utah
– -$316K -4,035 Closed
LBC
2043
Lawrence B. Cohen
– -$316K -4,034 Closed
WA
2044
Waddell & Associates
Tennessee
– -$304K -3,886 Closed
EP
2045
Eudaimonia Partners
Tennessee
– -$301K -3,839 Closed
APA
2046
Astoria Portfolio Advisors
New York
– -$278K -3,757 Closed
ACP
2047
Arcus Capital Partners
Georgia
– -$292K -3,728 Closed
AFG
2048
ABLE Financial Group
Arizona
– -$292K -3,727 Closed
CA
2049
Claro Advisors
Massachusetts
– -$291K -3,718 Closed
NIC
2050
Northwest Investment Counselors
Oregon
– -$281K -3,587 Closed
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82
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