We are live on ! Find out more
MMM icon

3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
PIM
1076
Progressive Investment Management
Oregon
$617K – – –
HIC
1077
Holderness Investments Company
North Carolina
$616K -$33.8K -408 -6%
UAG
1078
United Advisor Group
Ohio
$616K +$576K +6,946 New
HFAS
1079
Hummer Financial Advisory Services
Illinois
$614K +$4.97K +60 +0.9%
PBK
1080
Peoples Bank (Kansas)
Kansas
$614K -$4.97K -60 -0.9%
CI
1081
Cigna Investments
Connecticut
$613K -$10.8K -130 -2%
WT
1082
Washington Trust
Rhode Island
$611K -$27.9K -336 -5%
RWM
1083
Revisor Wealth Management
Ohio
$609K +$316K +3,812 +129%
WF
1084
Wayfinding Financial
Washington
$608K +$11.5K +139 +2%
BAM
1085
Blueshift Asset Management
New Jersey
$607K -$179K -2,161 -24%
SSB
1086
Sandy Spring Bank
Maryland
$606K -$114K -1,379 -17%
PAM
1087
Paradigm Asset Management
New York
$605K – – –
VCP
1088
Verus Capital Partners
Arizona
$603K +$218K +2,634 +63%
FLPIM
1089
F.L. Putnam Investment Management
Massachusetts
$602K -$14K -169 -2%
PMFA
1090
Plante Moran Financial Advisors
Michigan
$601K +$325K +3,914 +137%
CFMC
1091
Curbstone Financial Management Corp
New Hampshire
$600K -$19.9K -240 -3%
CAGAS
1092
Capital Advisory Group Advisory Services
Minnesota
$599K +$262K +3,161 +88%
PP
1093
Pacifica Partners
Canada
$596K -$16.7K -202 -3%
WP
1094
WMS Partners
Maryland
$595K -$82.2K -991 -13%
CCG
1095
Coastwise Capital Group
California
$594K +$90.2K +1,088 +19%
RC
1096
Roundview Capital
New Jersey
$593K -$28.9K -349 -5%
GGS
1097
Galvin Gaustad & Stein
Arizona
$589K -$9.49M -114,471 -95%
QIM
1098
Quantitative Investment Management
Virginia
$588K +$550K +6,635 New
PPW
1099
Parcion Private Wealth
Washington
$586K +$93.9K +1,133 +21%
GD
1100
Grandfield & Dodd
New York
$586K -$125K -1,504 -19%
42 43
44
45 46