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Solventum
SOLV

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
451
Diversify Wealth Management
Utah
$263K -$15.2K -214 -6%
HWM
452
HB Wealth Management
Georgia
$263K +$13.1K +185 +6%
CSIC
453
Clifford Swan Investment Counsel
California
$261K -$193K -2,727 -44%
GFM
454
GF Fund Management
China
$261K -$1.77K -25 -0.7%
WF
455
Welch & Forbes
Massachusetts
$256K -$42.6K -601 -15%
HR
456
Howe & Rusling
New York
$255K +$354 +5 +0.1%
DWP
457
Daymark Wealth Partners
Ohio
$254K -$5.17K -73 -2%
PFM
458
Patton Fund Management
Texas
$253K +$236K +3,334 New
IC
459
IEQ Capital
California
$252K -$84.3K -1,190 -26%
PWM
460
Purus Wealth Management
California
$252K +$235K +3,318 New
DC
461
Davenport & Co
Virginia
$251K -$79.9K -1,128 -25%
PWM
462
Perigon Wealth Management
California
$250K -$75K -1,059 -24%
MPM
463
MBB Public Markets
Illinois
$249K -$55.6K -785 -19%
CRC
464
Curi RMB Capital
Illinois
$249K +$232K +3,278 New
DWM
465
Dakota Wealth Management
Florida
$249K -$354 -5 -0.2%
OIA
466
OneDigital Investment Advisors
Kansas
$248K -$40.9K -577 -15%
SPIA
467
Steward Partners Investment Advisory
New York
$246K -$30.3K -428 -12%
SC
468
Savant Capital
Illinois
$245K +$4.82K +68 +2%
AIS
469
American Investment Services
Massachusetts
$243K -$236K -3,331 -51%
HHAA
470
Henry H. Armstrong Associates
Pennsylvania
$241K – – –
FP
471
Financial Perspectives
Minnesota
$237K -$1.77K -25 -0.8%
AAMU
472
APG Asset Management US
New York
$236K – – –
PA
473
Parallel Advisors
California
$234K -$18.5K -261 -8%
BFO
474
Biltmore Family Office
North Carolina
$233K – – –
BRWA
475
B. Riley Wealth Advisors
Florida
$233K -$112K -1,575 -34%
17 18
19
20 21