MMM icon

3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
FP
1101
Fiduciary Planning
Florida
$711K +$367 +3 +0.1%
FRA
1102
Frank Rimerman Advisors
California
$708K +$171K +1,394 +37%
FWM
1103
Forza Wealth Management
Florida
$707K +$82.8K +676 +15%
VIP
1104
Vista Investment Partners
Oklahoma
$705K +$857 +7 +0.1%
MGIA
1105
Moneta Group Investment Advisors
Missouri
$705K -$73.4K -600 -10%
SW
1106
Simplicity Wealth
New Jersey
$704K -$2.61M -21,281 -81%
PL
1107
Plancorp LLC
Missouri
$704K +$31.2K +255 +5%
SM
1108
Sciencast Management
New Jersey
$702K +$628K +5,134 New
PMSA
1109
Patrick M. Sweeney & Associates
Illinois
$700K +$27.8K +227 +5%
WP
1110
WMS Partners
Maryland
$699K -$108K -885 -15%
AGP
1111
Autumn Glory Partners
Texas
$698K -$521K -4,260 -45%
PFBT
1112
Parkside Financial Bank & Trust
Missouri
$695K +$33.4K +273 +6%
SCA
1113
St. Clair Advisors
Ohio
$694K – – –
WPW
1114
Waldron Private Wealth
Pennsylvania
$691K +$21.1K +172 +4%
NHT
1115
New Hampshire Trust
New Hampshire
$690K -$91.8K -750 -13%
TT
1116
TI-Trust
Illinois
$690K – – –
YIA
1117
YHB Investment Advisors
Connecticut
$690K -$20.4K -167 -3%
LSPW
1118
Lake Street Private Wealth
Illinois
$689K +$30.4K +248 +5%
CCG
1119
Coastwise Capital Group
California
$688K -$22.4K -183 -4%
GC
1120
Gilbert & Cook
Iowa
$688K +$612 +5 +0.1%
WDC
1121
Woodward Diversified Capital
California
$688K -$148K -1,206 -19%
AMCA
1122
Arthur M. Cohen & Associates
Illinois
$685K – – –
VDI
1123
Vaughan David Investments
Illinois
$685K -$132K -1,078 -18%
UBV
1124
United Bank (Virginia)
Virginia
$684K -$107K -876 -15%
ZIG
1125
Zullo Investment Group
Pennsylvania
$683K -$40.5K -331 -6%
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