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3M
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Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
2026
Accent Capital Management
Ohio
$13.7K – – –
EFP
2027
EnRich Financial Partners
Wisconsin
$13.7K – – –
FIM
2028
FWL Investment Management
Texas
$13.7K – – –
GPFA
2029
Game Plan Financial Advisors
Ohio
$13.7K – – –
MTIC
2030
Missouri Trust & Investment Company
Missouri
$13.7K – – –
MBFW
2031
Morton Brown Family Wealth
Pennsylvania
$13.7K – – –
PP
2032
PFS Partners
New Jersey
$13.7K – – –
SJIM
2033
St. Johns Investment Management
Florida
$13.7K – – –
MAM
2034
Meeder Asset Management
Ohio
$12.7K -$26.3K -215 -70%
KWAG
2035
Kiely Wealth Advisory Group
North Carolina
$12.3K – – –
FRA
2036
Front Row Advisors
California
$12.3K -$9.43K -77 -46%
CIAS
2037
CBIZ Investment Advisory Services
Ohio
$11.3K +$10K +82 New
TAM
2038
Tucker Asset Management
Colorado
$11.1K – – –
AA
2039
AlphaMark Advisors
Kentucky
$11K – – –
WBWA
2040
William B. Walkup & Associates
South Carolina
$10.7K – – –
AWM
2041
Activest Wealth Management
Florida
$10.3K +$3.67K +30 +67%
MWA
2042
Moser Wealth Advisors
Washington
$10.3K – – –
RTL
2043
Red Tortoise LLC
Georgia
$9.98K – – –
FFC
2044
First Financial Corp
Indiana
$9.84K -$3.43K -28 -28%
GC
2045
Gould Capital
Washington
$9.71K – – –
DWS
2046
Dynamic Wealth Strategies
California
$9K -$7.96K -65 -50%
SWP
2047
SIMA Wealth Partners
Virginia
$8.48K – – –
CLOS
2048
Compagnie Lombard Odier SCmA
Switzerland
$8.2K -$847K -6,920 -99%
DWA
2049
Dougherty Wealth Advisers
Minnesota
$8.2K +$7.34K +60 New
YDMI
2050
Y.D. More Investments
Israel
$8.12K -$171K -1,396 -96%
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