MMM icon

3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
PSIWM
1226
Paradigm Strategies in Wealth Management
Minnesota
$1.04M +$137K +846 +14%
PI
1227
Pettee Investors
Connecticut
$1.03M – – –
WSC
1228
Wellington Shields & Co
New York
$1.03M +$39.5K +244 +4%
THWM
1229
Taylor Hoffman Wealth Management
Virginia
$1.03M – – –
RFA
1230
Reilly Financial Advisors
California
$1.03M -$6.97K -43 -0.6%
DF
1231
Donoghue Forlines
Massachusetts
$1.03M +$4.86K +30 +0.4%
SWP
1232
Strategic Wealth Partners
Ohio
$1.02M +$213K +1,316 +23%
GCA
1233
Greenwood Capital Associates
South Carolina
$1.02M -$7.28M -44,923 -87%
TIA
1234
Tiemann Investment Advisors
California
$1.02M -$18.3K -113 -2%
ACA
1235
Atlas Capital Advisors
Wyoming
$1.02M -$58.2K -359 -5%
AFM
1236
Andesa Financial Management
Pennsylvania
$1.02M -$1.07M -6,624 -49%
LPT
1237
Legacy Private Trust
Wisconsin
$1.01M – – –
AA
1238
Auxano Advisors
Washington
$1.01M +$3.56K +22 +0.3%
CG
1239
Cutler Group
California
$1.01M +$417K +2,572 +59%
FBT
1240
First Bank & Trust
South Dakota
$1.01M +$25.8K +159 +2%
PFO
1241
Pathstone Family Office
New Jersey
$1.01M +$99.5K +614 +10%
TCM
1242
Telos Capital Management
California
$1.01M -$276K -1,705 -20%
LWM
1243
Laidlaw Wealth Management
New York
$1M +$187K +1,153 +20%
SSG
1244
Summit Securities Group
New York
$1M -$690K -4,258 -38%
IWA
1245
Inspirion Wealth Advisors
Illinois
$997K +$1.62K +10 +0.1%
HCM
1246
Hodges Capital Management
Texas
$996K +$181K +1,115 +20%
SLWA
1247
San Luis Wealth Advisors
California
$992K +$1.1M +6,765 New
AG
1248
AlphaSimPlex Group
Massachusetts
$991K +$708K +4,368 +183%
AUB
1249
Atlantic Union Bankshares
Virginia
$989K -$18.8K -116 -2%
BCM
1250
Beddow Capital Management
Wyoming
$989K +$29K +179 +3%
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