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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
VWWMG
2026
Vermillion & White Wealth Management Group
Pennsylvania
$87.9K – – –
EF
2027
Entrust Financial
Pennsylvania
$86.6K +$88.5K +541 New
LFASL
2028
Lugano Financial Advisors SA (LFA)
Switzerland
$84.9K -$44.2K -270 -34%
SFG
2029
Strive Financial Group
Indiana
$83.7K +$85.5K +523 New
SL
2030
Salomon & Ludwin
Virginia
$82.8K -$1.64K -10 -2%
PWPS
2031
Pinnacle Wealth Planning Services
Ohio
$82.1K +$83.9K +513 New
MWM
2032
Mascoma Wealth Management
New Hampshire
$81.5K +$1.64K +10 +2%
CCA
2033
Catalyst Capital Advisors
New York
$80.9K -$59.5K -364 -42%
OSNBOA
2034
Old Second National Bank of Aurora
Illinois
$80K – – –
MBFW
2035
Morton Brown Family Wealth
Pennsylvania
$80K +$65.4K +400 +400%
FDW
2036
Fourth Dimension Wealth
Ohio
$77.6K – – –
ME
2037
McIlrath & Eck
Washington
$77.2K -$1.47K -9 -2%
CBT
2038
CoreFirst Bank & Trust
Kansas
$76.8K -$65.4K -400 -45%
CA
2039
Centerpoint Advisors
Massachusetts
$76K – – –
BONH
2040
Bank of New Hampshire
New Hampshire
$75.6K – – –
AIM
2041
ARK Investment Management
Florida
$75.4K +$2.45K +15 +3%
DF
2042
Dunhill Financial
United Kingdom
$74.9K +$1.15K +7 +2%
JWM
2043
Jessup Wealth Management
Ohio
$74.7K +$76.2K +466 New
PB
2044
Prosperity Bancshares
Texas
$74K +$75.5K +462 New
T
2045
Tidemark
California
$73.9K -$818 -5 -1%
SGK
2046
Steigerwald Gordon & Koch
Virginia
$72.9K +$2.78K +17 +4%
AFG
2047
Albion Financial Group
Utah
$72K – – –
GEA
2048
Glen Eagle Advisors
New Jersey
$71.4K – – –
HFM
2049
Hartford Financial Management
Connecticut
$70.4K – – –
MFP
2050
Meramec Financial Planners
Missouri
$69.1K +$65.4K +400 New
80 81
82
83 84