We are live on ! Find out more
MMM icon

3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
1076
Filbrandt Wealth Management
Wisconsin
$1.17M +$1.11M +7,949 New
CC
1077
Cedar Capital
Illinois
$1.17M +$97.6K +697 +10%
RA
1078
RFG Advisory
Alabama
$1.17M +$399K +2,851 +56%
WA
1079
Wealth Architects
California
$1.17M -$225K -1,605 -17%
TFS
1080
TrustCore Financial Services
Tennessee
$1.16M -$43.6K -311 -4%
AWA
1081
ARS Wealth Advisors
Florida
$1.16M +$153K +1,094 +16%
GI
1082
GAMCO Investors
Connecticut
$1.16M -$174K -1,244 -14%
NCM
1083
Neumann Capital Management
California
$1.15M – – –
JIM
1084
Jupiter Investment Management
United Kingdom
$1.15M -$20.6M -147,047 -95%
BS
1085
Boenning & Scattergood
Pennsylvania
$1.14M +$61.8K +441 +6%
AFM
1086
Andesa Financial Management
Pennsylvania
$1.14M -$11.8K -84 -1%
HAC
1087
Harbor Advisory Corp
New Hampshire
$1.14M -$4.2K -30 -0.4%
IC
1088
IEQ Capital
California
$1.13M +$1.07M +7,675 New
SCM
1089
Salem Capital Management
Massachusetts
$1.13M -$46.1K -329 -4%
AWM
1090
Aevitas Wealth Management
Massachusetts
$1.12M +$430K +3,069 +68%
HWM
1091
HighMark Wealth Management
Minnesota
$1.12M +$1.06M +7,574 New
TA
1092
Tiedemann Advisors
New York
$1.12M +$127K +909 +14%
MWM
1093
Madison Wealth Management
Ohio
$1.11M +$1.06M +7,556 New
AIA
1094
Armor Investment Advisors
North Carolina
$1.11M – – –
RPWA
1095
Regent Peak Wealth Advisors
Georgia
$1.11M +$1.05M +7,499 New
DPIM
1096
Duff & Phelps Investment Management
Illinois
$1.1M – – –
AB
1097
Atlas Brown
Kentucky
$1.1M -$16.1K -115 -2%
QCG
1098
Quadrant Capital Group
Ohio
$1.1M +$88K +628 +9%
PWAP
1099
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$1.1M -$111K -796 -9%
KWM
1100
Keebeck Wealth Management
Illinois
$1.1M +$1.05M +7,482 New
42 43
44
45 46