We are live on ! Find out more
MMM icon

3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
TIM
1076
Tevis Investment Management
Texas
$766K – – –
AWM
1077
Axxcess Wealth Management
California
$766K +$273K +1,859 +55%
DSC
1078
Duncker Streett & Co
Missouri
$766K +$294 +2 +0%
FWTB
1079
First Western Trust Bank
Colorado
$765K – – –
CAM
1080
Cozad Asset Management
Illinois
$764K +$241K +1,642 +46%
FP
1081
Fiduciary Planning
Florida
$764K – – –
MGWM
1082
Marks Group Wealth Management
Minnesota
$763K – – –
MEG
1083
Millstone Evans Group
Colorado
$762K – – –
PP
1084
PDS Planning
Ohio
$762K +$50K +340 +7%
RSWM
1085
Robertson Stephens Wealth Management
California
$756K -$61.3K -417 -7%
PMSA
1086
Patrick M. Sweeney & Associates
Illinois
$756K -$2.2K -15 -0.3%
FZCM
1087
Flynn Zito Capital Management
New York
$754K -$33.1K -225 -4%
PL
1088
Plancorp LLC
Missouri
$750K +$27.2K +185 +4%
AGP
1089
Autumn Glory Partners
Texas
$750K +$147 +1 +0%
PFBT
1090
Parkside Financial Bank & Trust
Missouri
$748K -$8.67K -59 -1%
CC
1091
Chicago Capital
Illinois
$747K – – –
PP
1092
Pacifica Partners
Canada
$746K – – –
SCA
1093
St. Clair Advisors
Ohio
$746K – – –
RC
1094
Roundview Capital
New Jersey
$745K – – –
NHT
1095
New Hampshire Trust
New Hampshire
$743K +$882 +6 +0.1%
PPWP
1096
Premier Path Wealth Partners
New Jersey
$741K +$8.81K +60 +1%
TT
1097
TI-Trust
Illinois
$741K – – –
MPWT
1098
MassMutual Private Wealth & Trust
Connecticut
$741K +$136K +926 +22%
VDI
1099
Vaughan David Investments
Illinois
$737K +$4.7K +32 +0.6%
HAIM
1100
Hunter Associates Investment Management
Pennsylvania
$736K +$9.26K +63 +1%
42 43
44
45 46