MMM icon

3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
SP
1501
Successful Portfolios
Florida
$515K +$5.19K +39 +1%
MPPLM
1502
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$515K +$28.3K +213 +5%
HWM
1503
Horizon Wealth Management
Illinois
$513K -$440K -3,309 -45%
MBTD
1504
Mechanics Bank - Trust Department
California
$512K -$6.38K -48 -1%
WEG
1505
World Equity Group
Illinois
$511K +$546K +4,106 New
PA
1506
Probity Advisors
Texas
$511K -$29.3K -220 -5%
HWA
1507
Heritage Wealth Advisors
Virginia
$507K -$99.9K -751 -16%
GLLW
1508
Graves Light Lenhart Wealth
Virginia
$505K +$39.9K +300 +8%
JMFC
1509
J.M. Forbes & Co
Massachusetts
$503K -$8.78K -66 -2%
PPW
1510
Parcion Private Wealth
Washington
$501K -$53.1K -399 -9%
SCA
1511
Strategic Capital Advisers
Colorado
$501K – – –
KMWM
1512
Keudell/Morrison Wealth Management
Oregon
$501K +$181K +1,359 +51%
LWP
1513
Laurel Wealth Planning
Minnesota
$499K -$14.8K -111 -3%
RVM
1514
Robinson Value Management
Texas
$499K – – –
EGA
1515
Eagle Global Advisors
Texas
$498K – – –
PCIA
1516
Prime Capital Investment Advisors
Kansas
$498K – – –
IAMOG
1517
Investors Asset Management of Georgia
Georgia
$498K +$53.6K +403 +11%
FAG
1518
Financial Advisory Group
Texas
$496K – – –
AP
1519
Advisors Preferred
Maryland
$494K +$143K +1,076 +37%
EWM
1520
Evermay Wealth Management
Virginia
$493K -$14.2K -107 -3%
FRM
1521
Fox Run Management
Connecticut
$493K +$526K +3,958 New
AFM
1522
Andesa Financial Management
Pennsylvania
$492K -$358K -2,691 -40%
ACM
1523
Alethea Capital Management
Washington
$492K +$64.1K +482 +14%
CCM
1524
Cox Capital Management
Massachusetts
$490K – – –
GBT
1525
Grove Bank & Trust
Florida
$489K -$69.5K -523 -12%
59 60
61
62 63