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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
TFG
2026
Taylor Financial Group
Virginia
– -$248K -2,715 Closed
MIM
2027
Marco Investment Management
Georgia
– -$248K -2,709 Closed
C
2028
Certuity
Florida
– -$247K -2,703 Closed
SIAG
2029
Safeguard Investment Advisory Group
California
– -$246K -2,689 Closed
I
2030
IMPACTfolio
Colorado
– -$245K -2,680 Closed
SB
2031
Simmons Bank
Arkansas
– -$242K -2,652 Closed
ERIC
2032
Eagle Rock Investment Company
Georgia
– -$238K -2,604 Closed
HFS
2033
Heritage Financial Services
Massachusetts
– -$237K -2,593 Closed
PWPS
2034
Pinnacle Wealth Planning Services
Ohio
– -$237K -2,592 Closed
BFS
2035
Bard Financial Services
Connecticut
– -$235K -2,568 Closed
OBGC
2036
O'Brien Greene & Co
Pennsylvania
– -$234K -2,565 Closed
TFS
2037
Thoroughbred Financial Services
Tennessee
– -$234K -2,565 Closed
FBC
2038
Fairfield, Bush & Co
Connecticut
– -$233K -2,550 Closed
SA
2039
Strategic Advocates
Utah
– -$232K -2,542 Closed
CFA
2040
CWS Financial Advisors
Michigan
– -$230K -2,521 Closed
ACS
2041
Archford Capital Strategies
Illinois
– -$230K -2,516 Closed
SAG
2042
SageView Advisory Group
California
– -$201K -2,513 Closed
HZ
2043
Hixon Zuercher
Ohio
– -$230K -2,512 Closed
TA
2044
TKG Advisors
Indiana
– -$230K -2,512 Closed
MA
2045
MKT Advisors
California
– -$227K -2,497 Closed
EWM
2046
Empirical Wealth Management
Washington
– -$228K -2,496 Closed
AIM
2047
Alhambra Investment Management
Florida
– -$224K -2,455 Closed
GDP
2048
Great Diamond Partners
Maine
– -$223K -2,440 Closed
FSA
2049
Franklin Street Advisors
North Carolina
– -$222K -2,428 Closed
MF
2050
Montis Financial
Massachusetts
– -$221K -2,415 Closed
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