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Solventum

Name Holding Trade Value Shares
Change
Change in
Stake
PWA
851
Principia Wealth Advisory
Texas
$784 +$668 +9 +300%
DF
852
Dunhill Financial
United Kingdom
$743 -$149 -2 -15%
DWA
853
Dougherty Wealth Advisers
Minnesota
$718 – – –
FFO
854
Fortitude Family Office
Arizona
$718 – – –
CLOS
855
Compagnie Lombard Odier SCmA
Switzerland
$653 – – –
RP
856
Raelipskie Partnership
Ontario, Canada
$653 – – –
CB
857
Centennial Bank
Arkansas
$588 – – –
GCM
858
Gunpowder Capital Management
Maryland
$588 – – –
CFG
859
Clayton Financial Group
Missouri
$523 – – –
AAG
860
Accordant Advisory Group
Maryland
$523 +$594 +8 New
CWP
861
Clark Wealth Partners
Illinois
$458 -$1.11K -15 -68%
NWS
862
Nvest Wealth Strategies
Ohio
$458 – – –
IBOK
863
Independence Bank of Kentucky
Kentucky
$457 -$37.1K -500 -99%
RF
864
Roxbury Financial
New Jersey
$457 – – –
BFS
865
Bare Financial Services
Pennsylvania
$457 +$520 +7 New
APW
866
Aventura Private Wealth
Florida
$392 – – –
CJ
867
Caitlin John
Michigan
$392 – – –
QWM
868
Quaker Wealth Management
New Jersey
$392 +$223 +3 +100%
TWM
869
TopTier Wealth Management
Wisconsin
$392 +$446 +6 New
EPIM
870
Evelyn Partners Investment Management
$327 – – –
IPS
871
Investors Portfolio Services
Washington
$262 -$1.26K -17 -81%
RJA
872
Ross\Johnson & Associates
Minnesota
$261 – – –
WA
873
WestEnd Advisors
North Carolina
$261 – – –
MWM
874
Mosley Wealth Management
California
$219 +$223 +3 New
FMP
875
Financial Management Professionals
Texas
$196 – – –