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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
NECFA
2026
New England Capital Financial Advisors
Connecticut
$18.7K – – –
WWM
2027
Wolff Wiese Magana
California
$18.7K – – –
TFGT
2028
TS Financial Group (TSFG)
Illinois
$18K – – –
WAG
2029
Wiser Advisor Group
Arizona
$17.1K +$131 +1 +0.8%
CA
2030
Continuum Advisory
Idaho
$17K -$393 -3 -2%
RF
2031
Roxbury Financial
New Jersey
$16.9K +$16.5K +126 New
PC
2032
Promus Capital
Illinois
$16.8K +$17.1K +130 New
HI
2033
Hoey Investments
Pennsylvania
$16.5K -$1.97K -15 -10%
AW
2034
Avion Wealth
Texas
$16K +$262 +2 +2%
MSE
2035
MUFG Securities EMEA
United Kingdom
$15.7K -$33.8K -258 -68%
OWP
2036
ORG Wealth Partners
Texas
$15.6K – – –
AWM
2037
Atticus Wealth Management
Florida
$15.5K – – –
BCPWM
2038
Bradley & Co Private Wealth Management
Florida
$15.1K +$15.3K +117 New
FIA
2039
FPC Investment Advisory
California
$14.9K +$12.9K +98 New
DWM
2040
Darwin Wealth Management
Florida
$14.6K – – –
SAM
2041
Sherman Asset Management
California
$14.3K +$14.6K +111 New
KWAG
2042
Kiely Wealth Advisory Group
North Carolina
$14.2K – – –
IMC
2043
Investment Management Corporation
Virginia
$14.2K +$14.4K +110 New
CAM
2044
Creekmur Asset Management
Illinois
$13.4K – – –
BIA
2045
Bell Investment Advisors
California
$13.2K -$5.51K -42 -29%
CFG
2046
CKW Financial Group
Hawaii
$13K +$13.1K +100 New
NOI
2047
Newton One Investments
Delaware
$13K +$13.1K +100 New
GPFA
2048
Game Plan Financial Advisors
Ohio
$12.9K – – –
OIA
2049
Optimum Investment Advisors
Illinois
$12.9K -$13.1K -100 -50%
DFA
2050
DHJJ Financial Advisors
Illinois
$12.9K – – –
80 81
82
83 84