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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
LFASL
2026
Lugano Financial Advisors SA (LFA)
Switzerland
$84.9K -$44.2K -270 -34%
SFG
2027
Strive Financial Group
Indiana
$83.7K +$85.5K +523 New
SL
2028
Salomon & Ludwin
Virginia
$82.8K -$1.64K -10 -2%
PWPS
2029
Pinnacle Wealth Planning Services
Ohio
$82.1K +$83.9K +513 New
MWM
2030
Mascoma Wealth Management
New Hampshire
$81.5K +$1.64K +10 +2%
CCA
2031
Catalyst Capital Advisors
New York
$80.9K -$59.5K -364 -42%
OSNBOA
2032
Old Second National Bank of Aurora
Illinois
$80K – – –
MBFW
2033
Morton Brown Family Wealth
Pennsylvania
$80K +$65.4K +400 +400%
FDW
2034
Fourth Dimension Wealth
Ohio
$77.6K – – –
ME
2035
McIlrath & Eck
Washington
$77.2K -$1.47K -9 -2%
CBT
2036
CoreFirst Bank & Trust
Kansas
$76.8K -$65.4K -400 -45%
CA
2037
Centerpoint Advisors
Massachusetts
$76K – – –
BONH
2038
Bank of New Hampshire
New Hampshire
$75.6K – – –
AIM
2039
ARK Investment Management
Florida
$75.4K +$2.45K +15 +3%
DF
2040
Dunhill Financial
United Kingdom
$74.9K +$1.15K +7 +2%
JWM
2041
Jessup Wealth Management
Ohio
$74.7K +$76.2K +466 New
PB
2042
Prosperity Bancshares
Texas
$74K +$75.5K +462 New
T
2043
Tidemark
California
$73.9K -$818 -5 -1%
SGK
2044
Steigerwald Gordon & Koch
Virginia
$72.9K +$2.78K +17 +4%
AFG
2045
Albion Financial Group
Utah
$72K – – –
GEA
2046
Glen Eagle Advisors
New Jersey
$71.4K – – –
HFM
2047
Hartford Financial Management
Connecticut
$70.4K – – –
MFP
2048
Meramec Financial Planners
Missouri
$69.1K +$65.4K +400 New
FMB
2049
Field & Main Bank
Kentucky
$68K – – –
OC
2050
Optima Capital
Oregon
$67.9K +$69.3K +424 New
80 81
82
83 84