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Solventum
SOLV

Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
451
Sowell Financial Services
Arkansas
$256K -$13.8K -188 -5%
AFCM
452
Applied Finance Capital Management
Puerto Rico
$256K -$67.2K -917 -21%
AWM
453
Apollon Wealth Management
South Carolina
$256K -$20.5K -279 -7%
FPAS
454
Focus Partners Advisor Solutions
Missouri
$256K +$260K +3,550 New
GWMR
455
GC Wealth Management RIA
Massachusetts
$254K +$255K +3,474 New
SPIA
456
Steward Partners Investment Advisory
New York
$252K +$15.4K +210 +6%
CA
457
Clearstead Advisors
Ohio
$252K -$23.3K -318 -8%
BHCM
458
Brevan Howard Capital Management
Jersey
$252K +$253K +3,447 New
DWM
459
Diversify Wealth Management
Utah
$249K +$660 +9 +0.2%
WT
460
Whittier Trust
California
$248K -$40.7K -555 -14%
PWM
461
Purus Wealth Management
California
$247K +$4.76K +65 +2%
WF
462
Welch & Forbes
Massachusetts
$247K – – –
PFM
463
Patton Fund Management
Texas
$243K – – –
CCM
464
Coldstream Capital Management
Washington
$242K +$243K +3,321 New
HR
465
Howe & Rusling
New York
$240K -$4.91K -67 -2%
GIM
466
Glenmede Investment Management
Pennsylvania
$239K -$92.1K -1,256 -28%
DC
467
Davenport & Co
Virginia
$238K -$4.11K -56 -2%
PWM
468
Perigon Wealth Management
California
$237K -$3.15K -43 -1%
DWM
469
Dakota Wealth Management
Florida
$234K -$5.21K -71 -2%
HHAA
470
Henry H. Armstrong Associates
Pennsylvania
$232K – – –
SC
471
Syon Capital
California
$230K +$27.9K +381 +14%
UCFA
472
United Capital Financial Advisors
Texas
$228K +$229K +3,129 New
SIG
473
Stonegate Investment Group
Alabama
$228K -$25.6K -349 -10%
OIA
474
OneDigital Investment Advisors
Kansas
$226K -$12.9K -176 -5%
BFO
475
Biltmore Family Office
North Carolina
$226K +$1.32K +18 +0.6%
17 18
19
20 21