We are live on ! Find out more
MMM icon

3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
VFA
1101
Valeo Financial Advisors
Indiana
$1.09M -$48.4K -360 -4%
MWM
1102
Madison Wealth Management
Ohio
$1.08M +$5.78K +43 +0.5%
DPIM
1103
Duff & Phelps Investment Management
Illinois
$1.08M – – –
CYG
1104
Clean Yield Group
Vermont
$1.08M +$9.95K +74 +0.9%
BOTW
1105
Bank of the West
California
$1.07M -$12.2K -91 -1%
EWM
1106
Evermay Wealth Management
Virginia
$1.07M +$5.65K +42 +0.5%
RMAM
1107
Raab & Moskowitz Asset Management
New Jersey
$1.07M -$17.9K -133 -2%
AIA
1108
Arbor Investment Advisors
North Carolina
$1.07M – – –
SRAM
1109
Spouting Rock Asset Management
Pennsylvania
$1.07M +$1.08M +7,992 New
MYLI
1110
Meiji Yasuda Life Insurance
Japan
$1.07M +$93.5K +695 +10%
KWM
1111
Keebeck Wealth Management
Illinois
$1.06M +$62.3K +463 +6%
HFAS
1112
Hummer Financial Advisory Services
Illinois
$1.06M -$72.4K -538 -6%
CCP
1113
Corient Capital Partners
California
$1.06M +$38.6K +287 +4%
LTI
1114
Laffer Tengler Investments
Tennessee
$1.06M +$160K +1,186 +18%
FCCM
1115
First City Capital Management
Georgia
$1.06M +$461K +3,427 +84%
CRC
1116
Curi RMB Capital
Illinois
$1.06M +$383K +2,844 +56%
AAM
1117
Ascension Asset Management
New York
$1.06M +$1.06M +7,882 New
BP
1118
Ballentine Partners
Massachusetts
$1.05M +$147K +1,095 +16%
BG
1119
Bollard Group
Massachusetts
$1.05M +$1.75K +13 +0.2%
GIA
1120
GHP Investment Advisors
Colorado
$1.05M -$108K -802 -9%
NFG
1121
NewFocus Financial Group
Washington
$1.05M +$264K +1,964 +34%
CCA
1122
Checchi Capital Advisers
California
$1.05M -$10.6K -79 -1%
RA
1123
RFG Advisory
Alabama
$1.05M -$2.56K -19 -0.2%
PG
1124
Pendal Group
Australia
$1.05M +$1.05M +7,809 New
CCMG
1125
Clark Capital Management Group
Pennsylvania
$1.04M -$102K -757 -9%
43 44
45
46 47