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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
CFS
2026
CGC Financial Services
Oregon
$26.1K – – –
AWM
2027
Abound Wealth Management
Tennessee
$25.4K -$6.91K -47 -21%
HIW
2028
Holos Integrated Wealth
Pennsylvania
$25.3K -$3.23K -22 -11%
SO
2029
Sierra Ocean
California
$25.1K – – –
AEPWM
2030
Atlantic Edge Private Wealth Management
Florida
$25K – – –
RDFA
2031
Ritter Daniher Financial Advisory
Ohio
$24.5K – – –
BFPW
2032
BOK Financial Private Wealth
Colorado
$24.4K – – –
DFC
2033
DB Fitzpatrick & Co
Idaho
$24.2K – – –
SL
2034
Salomon & Ludwin
Virginia
$23.5K – – –
SNB
2035
Security National Bank
Nebraska
$23.5K – – –
PWMG
2036
Private Wealth Management Group
New Jersey
$23.2K +$17.6K +120 +316%
AF
2037
Abound Financial
California
$23.2K +$23.2K +158 New
WCM
2038
Winthrop Capital Management
Indiana
$23K -$294 -2 -1%
AWM
2039
Activest Wealth Management
Florida
$22.2K +$15.3K +104 +221%
APW
2040
Atlantic Private Wealth
North Carolina
$22K -$7.35K -50 -25%
RWS
2041
Retirement Wealth Solutions
Wisconsin
$21.6K – – –
RAM
2042
Riggs Asset Management
Pennsylvania
$21.4K – – –
NECFA
2043
New England Capital Financial Advisors
Connecticut
$21.3K – – –
WWM
2044
Wolff Wiese Magana
California
$21.3K – – –
TFGT
2045
TS Financial Group (TSFG)
Illinois
$20K – – –
T
2046
Transce3nd
Texas
$20K -$61.3K -417 -75%
RF
2047
Roxbury Financial
New Jersey
$19.7K +$147 +1 +0.8%
WAG
2048
Wiser Advisor Group
Arizona
$19.5K +$147 +1 +0.8%
SWP
2049
SIMA Wealth Partners
Virginia
$19.4K +$10.3K +70 +113%
PC
2050
Promus Capital
Illinois
$19.2K +$147 +1 +0.8%
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82
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