MMM icon

3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
BTWM
1076
Brass Tax Wealth Management
Ohio
$727K +$7.4K +48 +1%
AFM
1077
Abbot Financial Management
Massachusetts
$725K – – –
GCM
1078
G2 Capital Management
Ohio
$725K +$10K +65 +1%
FZCM
1079
Flynn Zito Capital Management
New York
$723K -$28.7K -186 -4%
BAM
1080
Blueshift Asset Management
New Jersey
$722K +$239K +1,548 +50%
JSW
1081
Journey Strategic Wealth
New Jersey
$721K +$52.4K +340 +8%
BFA
1082
Brendel Financial Advisors
New Hampshire
$721K -$12.5K -81 -2%
AWA
1083
Aaron Wealth Advisors
Illinois
$720K +$242K +1,572 +51%
VA
1084
Valmark Advisers
Ohio
$716K -$185K -1,200 -21%
SB
1085
Strategic Blueprint
Georgia
$715K -$121K -783 -15%
SG
1086
StoneX Group
New York
$715K -$365K -2,365 -34%
TBT
1087
Texas Bank & Trust
Texas
$714K – – –
HBT
1088
Heartland Bank & Trust
Illinois
$713K +$2.93K +19 +0.4%
TWP
1089
Tyche Wealth Partners
Texas
$711K +$308 +2 +0%
PK
1090
Pflug Koory
Nebraska
$708K -$925 -6 -0.1%
FHA
1091
Flagship Harbor Advisors
Massachusetts
$705K -$9.25K -60 -1%
CSB
1092
City State Bank
Iowa
$703K -$6.94K -45 -1%
CNBTD
1093
Citizens National Bank Trust Department
Mississippi
$702K – – –
SCA
1094
Snowden Capital Advisors
New York
$701K +$9.56K +62 +1%
AF
1095
Arrow Financial
New York
$701K -$16.2K -105 -2%
OA
1096
Operose Advisors
Wisconsin
$693K +$771 +5 +0.1%
NPFS
1097
Novak & Powell Financial Services
Florida
$692K +$27K +175 +4%
TSWM
1098
Triangle Securities Wealth Management
North Carolina
$691K – – –
MGIA
1099
Moneta Group Investment Advisors
Missouri
$688K +$14.3K +93 +2%
LA
1100
LVW Advisors
New York
$688K -$8.63K -56 -1%
42 43
44
45 46