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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
APW
2026
Atlantic Private Wealth
North Carolina
$22.8K – – –
RWS
2027
Retirement Wealth Solutions
Wisconsin
$22.4K – – –
RAM
2028
Riggs Asset Management
Pennsylvania
$22.2K – – –
NECFA
2029
New England Capital Financial Advisors
Connecticut
$22.1K – – –
WWM
2030
Wolff Wiese Magana
California
$22.1K – – –
AW
2031
Avion Wealth
Texas
$22K +$3.14K +22 +17%
WIM
2032
Westside Investment Management
California
$21K +$15.1K +106 +342%
TFGT
2033
TS Financial Group (TSFG)
Illinois
$21K – – –
TFG
2034
Team Financial Group
California
$20.7K +$19.4K +136 New
SWP
2035
SIMA Wealth Partners
Virginia
$20.1K – – –
PC
2036
Promus Capital
Illinois
$20K – – –
RF
2037
Roxbury Financial
New Jersey
$20K +$572 +4 +3%
MAWAG
2038
Mid-American Wealth Advisory Group
Missouri
$19.8K +$18.6K +130 New
HI
2039
Hoey Investments
Pennsylvania
$19.5K – – –
GWS
2040
Greykasell Wealth Strategies
California
$19.2K -$12K -84 -40%
AG
2041
AmeriFlex Group
Nevada
$18.1K -$171K -1,200 -91%
QL
2042
Quarry LP
New York
$17.8K -$783K -5,478 -98%
BCPWM
2043
Bradley & Co Private Wealth Management
Florida
$17.8K – – –
HHMI
2044
Howard Hughes Medical Institute
Maryland
$17.8K +$16.7K +117 New
DWM
2045
Darwin Wealth Management
Florida
$17.2K – – –
SAM
2046
Sherman Asset Management
California
$16.9K – – –
IWM
2047
Inlight Wealth Management
Georgia
$16.7K – – –
GTAM
2048
Global Trust Asset Management
Florida
$16.6K – – –
CIAS
2049
CBIZ Investment Advisory Services
Ohio
$16.1K -$2.57K -18 -15%
NOI
2050
Newton One Investments
Delaware
$15.4K – – –
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