MMM icon

3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
1026
Morse Asset Management
Connecticut
$819K +$425K +3,475 +138%
CAG
1027
Crestwood Advisors Group
Massachusetts
$817K -$111K -907 -13%
IPW
1028
Impact Partnership Wealth
Georgia
$815K +$730K +5,965 New
PPW
1029
Parcion Private Wealth
Washington
$815K +$60.4K +493 +9%
LJAC
1030
L.J. Altfest & Co
New York
$814K +$5.75K +47 +0.8%
HR
1031
Howe & Rusling
New York
$810K -$11.5K -94 -2%
BHIA
1032
Birch Hill Investment Advisors
Massachusetts
$810K -$17.1K -140 -2%
CCA
1033
Checchi Capital Advisers
California
$810K +$4.16K +34 +0.6%
SWK
1034
Stephen W. Kidder
$807K -$36.7K -300 -5%
PI
1035
Pettee Investors
Connecticut
$806K – – –
D
1036
Diversified
Delaware
$804K -$35.7K -292 -5%
DE
1037
Diversified Enterprises
Delaware
$804K +$720K +5,878 New
WAC
1038
William Allan Corp
Colorado
$803K -$7.34K -60 -1%
RPCONE
1039
Retirement Planning Company of New England
Rhode Island
$802K +$9.79K +80 +1%
ACA
1040
Aptus Capital Advisors
Alabama
$802K +$86.4K +706 +14%
AWM
1041
Aries Wealth Management
Maine
$799K – – –
LFAS
1042
Level Four Advisory Services
Texas
$799K -$157K -1,285 -17%
WWP
1043
WR Wealth Planners
Missouri
$798K +$18.4K +150 +3%
RA
1044
Ransom Advisory
Rhode Island
$797K -$48.7K -398 -6%
SCTC
1045
Sanibel Captiva Trust Company
Florida
$796K – – –
PIM
1046
Progressive Investment Management
Oregon
$795K – – –
RI
1047
Ridgewood Investments
New Jersey
$788K -$28.8K -235 -4%
SA
1048
Strategic Advisors
New York
$788K – – –
FCA
1049
FLC Capital Advisors
California
$787K – – –
IIA
1050
IPG Investment Advisors
California
$785K +$703K +5,742 New
40 41
42
43 44