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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
KFP
2026
Keener Financial Planning
Texas
$28K – – –
KWM
2027
Kiker Wealth Management
Georgia
$27.3K +$27.3K +186 New
MDA
2028
Minot DeBlois Advisors
Massachusetts
$27.2K – – –
CWM
2029
Centricity Wealth Management
Ohio
$26.1K – – –
CFS
2030
CGC Financial Services
Oregon
$26.1K – – –
AWM
2031
Abound Wealth Management
Tennessee
$25.4K -$6.91K -47 -21%
HIW
2032
Holos Integrated Wealth
Pennsylvania
$25.3K -$3.23K -22 -11%
SO
2033
Sierra Ocean
California
$25.1K – – –
AEPWM
2034
Atlantic Edge Private Wealth Management
Florida
$25K – – –
RDFA
2035
Ritter Daniher Financial Advisory
Ohio
$24.5K – – –
BFPW
2036
BOK Financial Private Wealth
Colorado
$24.4K – – –
DFC
2037
DB Fitzpatrick & Co
Idaho
$24.2K – – –
SL
2038
Salomon & Ludwin
Virginia
$23.5K – – –
SNB
2039
Security National Bank
Nebraska
$23.5K – – –
PWMG
2040
Private Wealth Management Group
New Jersey
$23.2K +$17.6K +120 +316%
AF
2041
Abound Financial
California
$23.2K +$23.2K +158 New
WCM
2042
Winthrop Capital Management
Indiana
$23K -$294 -2 -1%
AWM
2043
Activest Wealth Management
Florida
$22.2K +$15.3K +104 +221%
APW
2044
Atlantic Private Wealth
North Carolina
$22K -$7.35K -50 -25%
RWS
2045
Retirement Wealth Solutions
Wisconsin
$21.6K – – –
RAM
2046
Riggs Asset Management
Pennsylvania
$21.4K – – –
NECFA
2047
New England Capital Financial Advisors
Connecticut
$21.3K – – –
WWM
2048
Wolff Wiese Magana
California
$21.3K – – –
TFGT
2049
TS Financial Group (TSFG)
Illinois
$20K – – –
T
2050
Transce3nd
Texas
$20K -$61.3K -417 -75%
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