MMM icon

3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
PIM
1351
Perpetual Investment Management
Australia
$768K +$749K +5,277 New
MGIM
1352
M&G Investment Management
United Kingdom
$767K +$209K +1,471 +39%
CL
1353
CPWM LLC
Washington
$766K +$2.41K +17 +0.3%
IWM
1354
IHT Wealth Management
Illinois
$764K +$73.7K +519 +11%
PCM
1355
Poehling Capital Management
Wisconsin
$763K -$867K -6,109 -54%
CCM
1356
Cox Capital Management
Massachusetts
$761K – – –
CAM
1357
Claret Asset Management
Quebec, Canada
$756K -$710 -5 -0.1%
PB
1358
Pinnacle Bancorp
Nebraska
$756K +$14.2K +100 +2%
VA
1359
Valmark Advisers
Ohio
$756K +$457K +3,216 +164%
DTC
1360
Davidson Trust Company
Washington
$754K -$248K -1,744 -25%
EWM
1361
Endurance Wealth Management
Rhode Island
$753K – – –
WSTAM
1362
Wilbanks Smith & Thomas Asset Management
Virginia
$752K -$27.3K -192 -4%
OFS
1363
Orrstown Financial Services
Pennsylvania
$752K +$114K +802 +18%
LAM
1364
L2 Asset Management
Massachusetts
$750K -$52.2K -368 -7%
SIA
1365
Soltis Investment Advisors
Utah
$750K +$19.4K +137 +3%
DA
1366
Detalus Advisors
Missouri
$746K -$35.6K -251 -5%
SIG
1367
Sargent Investment Group
Maryland
$746K -$7.67K -54 -1%
IFWM
1368
Institute for Wealth Management
Colorado
$746K +$52.1K +367 +8%
BCA
1369
Bay Colony Advisors
Massachusetts
$742K -$23K -162 -3%
CS
1370
Cannell & Spears
New York
$740K – – –
FPWM
1371
FSB Premier Wealth Management
Iowa
$736K +$716K +5,041 New
SCM
1372
Spreng Capital Management
Ohio
$735K +$13.5K +95 +2%
PAS
1373
Park Avenue Securities
New York
$733K +$103K +726 +17%
CCA
1374
Conestoga Capital Advisors
Pennsylvania
$724K -$6.81K -48 -1%
WA
1375
Winfield Associates
Ohio
$723K – – –
53 54
55
56 57