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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
OWA
2026
One Wealth Advisors
California
– -$250K -2,732 Closed
TFG
2027
Taylor Financial Group
Virginia
– -$248K -2,715 Closed
MIM
2028
Marco Investment Management
Georgia
– -$248K -2,709 Closed
C
2029
Certuity
Florida
– -$247K -2,703 Closed
SIAG
2030
Safeguard Investment Advisory Group
California
– -$246K -2,689 Closed
I
2031
IMPACTfolio
Colorado
– -$245K -2,680 Closed
SB
2032
Simmons Bank
Arkansas
– -$242K -2,652 Closed
ERIC
2033
Eagle Rock Investment Company
Georgia
– -$238K -2,604 Closed
HFS
2034
Heritage Financial Services
Massachusetts
– -$237K -2,593 Closed
PWPS
2035
Pinnacle Wealth Planning Services
Ohio
– -$237K -2,592 Closed
BFS
2036
Bard Financial Services
Connecticut
– -$235K -2,568 Closed
OBGC
2037
O'Brien Greene & Co
Pennsylvania
– -$234K -2,565 Closed
TFS
2038
Thoroughbred Financial Services
Tennessee
– -$234K -2,565 Closed
FBC
2039
Fairfield, Bush & Co
Connecticut
– -$233K -2,550 Closed
SA
2040
Strategic Advocates
Utah
– -$232K -2,542 Closed
CFA
2041
CWS Financial Advisors
Michigan
– -$230K -2,521 Closed
ACS
2042
Archford Capital Strategies
Illinois
– -$230K -2,516 Closed
SAG
2043
SageView Advisory Group
California
– -$201K -2,513 Closed
HZ
2044
Hixon Zuercher
Ohio
– -$230K -2,512 Closed
TA
2045
TKG Advisors
Indiana
– -$230K -2,512 Closed
MA
2046
MKT Advisors
California
– -$227K -2,497 Closed
EWM
2047
Empirical Wealth Management
Washington
– -$228K -2,496 Closed
AIM
2048
Alhambra Investment Management
Florida
– -$224K -2,455 Closed
GDP
2049
Great Diamond Partners
Maine
– -$223K -2,440 Closed
FSA
2050
Franklin Street Advisors
North Carolina
– -$222K -2,428 Closed
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82
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