We are live on ! Find out more
MMM icon

3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
1351
Columbia Trust
Oregon
$614K +$584K +4,168 New
BFC
1352
Bedel Financial Consulting
Indiana
$613K +$1.96K +14 +0.3%
BG
1353
Berry Group
Massachusetts
$610K +$579K +4,137 New
HF
1354
HRT Financial
New York
$609K -$3.15M -22,519 -85%
MSFP
1355
Mark Sheptoff Financial Planning
Connecticut
$607K – – –
FMTC
1356
Farmers & Merchants Trust Company
California
$606K +$16.7K +119 +3%
ZAM
1357
Zevin Asset Management
Massachusetts
$603K -$2.52K -18 -0.4%
SA
1358
SRH Advisors
Kansas
$603K +$700 +5 +0.1%
RWM
1359
RBA Wealth Management
California
$602K -$43K -307 -7%
TIA
1360
Tiemann Investment Advisors
California
$602K -$11.6K -83 -2%
AWM
1361
Argent Wealth Management
Massachusetts
$602K +$571K +4,078 New
PWS
1362
Paragon Wealth Strategies
Florida
$602K +$572K +4,081 New
PWP
1363
Principle Wealth Partners
Connecticut
$601K – – –
EA
1364
Elm Advisors
California
$600K -$33.6K -240 -6%
EWM
1365
Evermay Wealth Management
Virginia
$600K +$149K +1,062 +35%
MBTD
1366
Mechanics Bank - Trust Department
California
$599K -$68.8K -491 -11%
WTFG
1367
Wells Trecaso Financial Group
Ohio
$599K +$30.1K +215 +6%
TIM
1368
Tortoise Investment Management
New York
$597K – – –
3F
1369
360 Financial
Minnesota
$596K +$623K +4,450 New
MAM
1370
Meeder Asset Management
Ohio
$594K +$73.7K +526 +15%
RVM
1371
Robinson Value Management
Texas
$591K +$561K +4,007 New
PAS
1372
Park Avenue Securities
New York
$589K -$4.2K -30 -0.7%
AMG
1373
Advisors Management Group
Wisconsin
$589K +$94.3K +673 +20%
FFA
1374
First Foundation Advisors
California
$588K -$52.5K -375 -9%
SIA
1375
Soltis Investment Advisors
Utah
$588K +$559K +3,989 New
53 54
55
56 57