MMM icon

3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
ISWM
1301
Independent Solutions Wealth Management
New York
$896K +$70.6K +436 +8%
PIM
1302
Progressive Investment Management
Oregon
$895K – – –
FAM
1303
Formidable Asset Management
Ohio
$892K – – –
AIS
1304
AM Investment Strategies
Tennessee
$888K +$267K +1,647 +37%
PBC
1305
Pavion Blue Capital
California
$886K – – –
MKC
1306
M. Kraus & Co
Vermont
$881K +$3.08K +19 +0.3%
KFGK
1307
Keystone Financial Group (Kentucky)
Kentucky
$877K -$23.5K -145 -2%
LMAM
1308
Legg Mason Asset Management
Japan
$875K +$77.4K +478 +9%
WCAMG
1309
Woodard & Company Asset Management Group
North Carolina
$871K +$37.6K +232 +4%
IFG
1310
Independent Financial Group
California
$868K +$96.1K +593 +11%
SCM
1311
Salem Capital Management
Massachusetts
$868K – – –
SCM
1312
Spreng Capital Management
Ohio
$865K – – –
FIM
1313
Freedom Investment Management
Connecticut
$865K +$109K +673 +13%
LIM
1314
Longfellow Investment Management
Massachusetts
$861K – – –
AP
1315
Americana Partners
Texas
$861K +$951K +5,872 New
PG
1316
Patten Group
Tennessee
$859K -$7.45K -46 -0.8%
TMAM
1317
Tokio Marine Asset Management
Japan
$858K +$116K +719 +14%
RIA
1318
Realta Investment Advisors
Delaware
$857K +$56.4K +348 +6%
RP
1319
Rowlandmiller & Partners
Georgia
$857K -$36K -222 -3%
MSFS
1320
Main Street Financial Solutions
Pennsylvania
$851K -$6.64K -41 -0.7%
VA
1321
Valmark Advisers
Ohio
$851K +$1.62K +10 +0.2%
AFG
1322
Allegheny Financial Group
Pennsylvania
$846K -$8.26K -51 -0.9%
ATWA
1323
Arbor Trust Wealth Advisors
Michigan
$846K +$4.7K +29 +0.5%
BFA
1324
Beaumont Financial Advisors
Massachusetts
$843K -$73.2K -452 -7%
PL
1325
Plancorp LLC
Missouri
$843K -$8.26K -51 -0.9%
51 52
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