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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
2026
Winthrop Capital Management
Indiana
$19K -$5.4K -35 -23%
BCPWM
2027
Bradley & Co Private Wealth Management
Florida
$18.2K – – –
RS
2028
Rakuten Securities
Japan
$18K -$31.6K -205 -64%
HHMI
2029
Howard Hughes Medical Institute
Maryland
$17.8K -$308 -2 -2%
FLP
2030
Financial Life Planners
Arizona
$17.7K +$17.6K +114 New
DWM
2031
Darwin Wealth Management
Florida
$17.5K – – –
SAM
2032
Sherman Asset Management
California
$17.2K – – –
IWM
2033
Inlight Wealth Management
Georgia
$17.1K – – –
GTAM
2034
Global Trust Asset Management
Florida
$16.6K -$308 -2 -2%
CFG
2035
CKW Financial Group
Hawaii
$16K – – –
NOI
2036
Newton One Investments
Delaware
$15.8K +$154 +1 +1%
AAG
2037
Accordant Advisory Group
Maryland
$15.5K – – –
DFA
2038
DHJJ Financial Advisors
Illinois
$15.5K – – –
MTIC
2039
Missouri Trust & Investment Company
Missouri
$15.5K – – –
MBFW
2040
Morton Brown Family Wealth
Pennsylvania
$15.5K – – –
OIA
2041
Optimum Investment Advisors
Illinois
$15.5K – – –
PP
2042
PFS Partners
New Jersey
$15.5K – – –
SJIM
2043
St. Johns Investment Management
Florida
$15.5K – – –
CT
2044
Coastline Trust
Rhode Island
$15.5K +$15.4K +100 New
CIAS
2045
CBIZ Investment Advisory Services
Ohio
$15.4K -$1.08K -7 -7%
DWM
2046
Dogwood Wealth Management
Kansas
$15.1K +$5.24K +34 +54%
WWM
2047
Wolff Wiese Magana
California
$14.6K -$7.86K -51 -35%
FRA
2048
Front Row Advisors
California
$14K – – –
TSMHT
2049
Thurston Springer Miller Herd & Titak
Indiana
$13.8K -$811K -5,258 -98%
TC
2050
Tacita Capital
Ontario, Canada
$13.5K – – –
80 81
82
83 84