We are live on ! Find out more
MMM icon

3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
1451
AJ Advisors
Tennessee
$294K +$4.23K +51 +2%
ADMI
1452
Albert D. Mason Inc
Massachusetts
$292K -$1.99K -24 -0.7%
WAM
1453
Weatherly Asset Management
California
$292K -$49.1K -592 -15%
SP
1454
Successful Portfolios
Florida
$291K -$27.7K -334 -9%
EW
1455
Element Wealth
Mississippi
$290K +$31K +374 +13%
HBT
1456
Hills Bank & Trust
Iowa
$290K +$63K +760 +30%
GAB
1457
German American Bancorp
Indiana
$289K – – –
GWMR
1458
GC Wealth Management RIA
Massachusetts
$289K +$4.73K +57 +2%
MWM
1459
Merriman Wealth Management
Washington
$289K – – –
AG
1460
Advocate Group
Minnesota
$289K – – –
CA
1461
Calton & Associates
Florida
$287K -$124K -1,499 -32%
CCM
1462
Cox Capital Management
Massachusetts
$287K -$53.1K -641 -17%
VCM
1463
Virtue Capital Management
Tennessee
$286K -$134K -1,614 -30%
ZAM
1464
Zevin Asset Management
Massachusetts
$286K -$10.8K -130 -4%
AP
1465
Appleton Partners
Massachusetts
$285K -$58K -700 -18%
RCWM
1466
Royal Capital Wealth Management
Indiana
$285K -$20.2K -244 -7%
CBA
1467
Coastal Bridge Advisors
Connecticut
$285K +$1.49K +18 +0.6%
SAM
1468
SP Asset Management
California
$284K -$187K -2,256 -41%
SMA
1469
Sage Mountain Advisors
Georgia
$284K +$266K +3,204 New
SF
1470
Symphony Financial
Texas
$284K -$773K -9,320 -74%
AAIS
1471
ABN AMRO Investment Solutions
$283K – – –
EWA
1472
EverSource Wealth Advisors
Alabama
$283K +$219K +2,638 +305%
RB
1473
Rodgers Brothers
Pennsylvania
$282K +$33.6K +405 +15%
KW
1474
KWB Wealth
California
$281K +$263K +3,174 New
LA
1475
Legacy Advisors
Pennsylvania
$281K +$5.72K +69 +2%
57 58
59
60 61