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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
PPA
2026
Painted Porch Advisors
California
$19.4K +$15.4K +100 +400%
JWM
2027
JPL Wealth Management
Colorado
$19.3K +$19.1K +124 New
TCA
2028
Trifecta Capital Advisors
Illinois
$19.2K +$16.2K +105 +553%
WCM
2029
Winthrop Capital Management
Indiana
$19K -$5.4K -35 -23%
BCPWM
2030
Bradley & Co Private Wealth Management
Florida
$18.2K – – –
RS
2031
Rakuten Securities
Japan
$18K -$31.6K -205 -64%
HHMI
2032
Howard Hughes Medical Institute
Maryland
$17.8K -$308 -2 -2%
FLP
2033
Financial Life Planners
Arizona
$17.7K +$17.6K +114 New
DWM
2034
Darwin Wealth Management
Florida
$17.5K – – –
SAM
2035
Sherman Asset Management
California
$17.2K – – –
IWM
2036
Inlight Wealth Management
Georgia
$17.1K – – –
GTAM
2037
Global Trust Asset Management
Florida
$16.6K -$308 -2 -2%
CFG
2038
CKW Financial Group
Hawaii
$16K – – –
NOI
2039
Newton One Investments
Delaware
$15.8K +$154 +1 +1%
AAG
2040
Accordant Advisory Group
Maryland
$15.5K – – –
DFA
2041
DHJJ Financial Advisors
Illinois
$15.5K – – –
MTIC
2042
Missouri Trust & Investment Company
Missouri
$15.5K – – –
MBFW
2043
Morton Brown Family Wealth
Pennsylvania
$15.5K – – –
OIA
2044
Optimum Investment Advisors
Illinois
$15.5K – – –
PP
2045
PFS Partners
New Jersey
$15.5K – – –
SJIM
2046
St. Johns Investment Management
Florida
$15.5K – – –
CT
2047
Coastline Trust
Rhode Island
$15.5K +$15.4K +100 New
CIAS
2048
CBIZ Investment Advisory Services
Ohio
$15.4K -$1.08K -7 -7%
DWM
2049
Dogwood Wealth Management
Kansas
$15.1K +$5.24K +34 +54%
WWM
2050
Wolff Wiese Magana
California
$14.6K -$7.86K -51 -35%
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