We are live on ! Find out more
MMM icon

3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
ACS
1526
Archford Capital Strategies
Illinois
$365K – – –
WA
1527
WealthTrust Axiom
Pennsylvania
$364K +$154 +1 +0%
WCWM
1528
Willow Creek Wealth Management
California
$363K – – –
CWA
1529
Clarus Wealth Advisors
Arizona
$362K -$37.4K -243 -9%
PO
1530
Private Ocean
California
$362K – – –
AIM
1531
Axiom Investment Management
New York
$361K -$33.9K -220 -8%
MSA
1532
Marino Stram & Associates
Massachusetts
$361K +$32K +208 +9%
KA
1533
KLCM Advisors
Wisconsin
$361K +$130K +842 +51%
IWC
1534
Integrated Wealth Concepts
Massachusetts
$360K +$36.5K +237 +10%
HWA
1535
Heritage Wealth Advisors
Virginia
$358K – – –
TA
1536
TFG Advisers
Michigan
$355K -$29.7K -193 -7%
CICI
1537
Capital Investment Counsel Inc
North Carolina
$355K +$5.08K +33 +1%
C
1538
Cerebellum
California
$355K +$377K +2,448 New
GAM
1539
Grandview Asset Management
Pennsylvania
$353K -$98.4K -639 -21%
VIM
1540
Vista Investment Management
Pennsylvania
$353K – – –
JLBC
1541
J.L. Bainbridge & Co
Florida
$353K +$154 +1 +0%
HIIFS
1542
Harel Insurance Investments & Financial Services
Israel
$353K +$304K +1,974 +429%
WIP
1543
Wellesley Investment Partners
Massachusetts
$349K -$28.9K -188 -7%
GI
1544
GS Investments
Minnesota
$348K – – –
CWS
1545
Cypress Wealth Services
California
$348K -$102K -660 -22%
APG
1546
Abacus Planning Group
South Carolina
$348K +$26.6K +173 +8%
IC
1547
Inverness Counsel
New York
$347K -$1.18M -7,673 -76%
PGAM
1548
Princeton Global Asset Management
New Jersey
$347K -$120K -777 -25%
RWA
1549
River Wealth Advisors
Pennsylvania
$347K -$14.2K -92 -4%
DA
1550
Doliver Advisors
Texas
$347K – – –
60 61
62
63 64