MMM icon

3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
1176
Kingsview Wealth Management
Oregon
$960K +$293K +2,091 +47%
ECAM
1177
East Coast Asset Management
Massachusetts
$954K – – –
BFA
1178
Beaumont Financial Advisors
Massachusetts
$951K -$14.3K -102 -2%
WA
1179
Winfield Associates
Ohio
$949K -$40.6K -290 -4%
PPSG
1180
Princeton Portfolio Strategies Group
New Jersey
$943K -$35.2K -251 -4%
EFS
1181
Essex Financial Services
Connecticut
$942K +$22K +157 +3%
DTC
1182
Davidson Trust Company
Washington
$941K +$894K +6,384 New
CWM
1183
Cordatus Wealth Management
Pennsylvania
$940K +$175K +1,248 +24%
MSU
1184
Mizuho Securities USA
New York
$930K -$72K -514 -8%
MIM
1185
Moseley Investment Management
Florida
$929K +$94K +671 +12%
CRC
1186
Curi RMB Capital
Illinois
$920K -$52.1K -372 -6%
APA
1187
American Portfolios Advisors
New York
$918K -$169K -1,210 -16%
AC
1188
Athanor Capital
New York
$917K -$151K -1,077 -15%
CCM
1189
Cox Capital Management
Massachusetts
$914K – – –
CC
1190
Cognios Capital
Kansas
$914K +$420 +3 +0%
FFSOTS
1191
Fiduciary Financial Services of The Southwest
Texas
$911K -$38K -271 -4%
BHWA
1192
Beacon Harbor Wealth Advisors
Virginia
$911K +$865K +6,174 New
TT
1193
TI-Trust
Illinois
$910K +$863K +6,165 New
TAM
1194
Trillium Asset Management
Massachusetts
$908K -$283K -2,024 -25%
CS
1195
Cannell & Spears
New York
$908K -$5.04K -36 -0.6%
MC
1196
Martin Currie
United Kingdom
$907K – – –
MOS
1197
MGO One Seven
Ohio
$900K -$106K -755 -11%
BCM
1198
Breiter Capital Management
Florida
$896K +$14.4K +103 +2%
ACI
1199
Alpha Cubed Investments
California
$894K -$35.2K -251 -4%
HCM
1200
Harvey Capital Management
Florida
$889K – – –
46 47
48
49 50