We are live on ! Find out more
MMM icon

3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
DFIG
1601
Dragon Financial & Investment Group
California
$389K +$380K +1,976 New
CHA
1602
Cedar Hill Associates
Illinois
$386K -$36.4K -189 -9%
AEPG
1603
American Economic Planning Group
New Jersey
$386K +$385 +2 +0.1%
PM
1604
Parametrica Management
Hong Kong
$382K -$143K -741 -28%
BHTS
1605
Bar Harbor Trust Services
Maine
$382K -$40.2K -209 -10%
MCM
1606
McKinley Capital Management
Alaska
$380K – – –
SL
1607
Signition LP
New York
$380K +$372K +1,932 New
LFS
1608
Legacy Financial Strategies
Kansas
$379K +$371K +1,926 New
CCMW
1609
Cypress Capital Management (Wyoming)
Wyoming
$377K -$34.4K -179 -9%
PO
1610
Private Ocean
California
$377K – – –
RWM
1611
Ritholtz Wealth Management
New York
$377K +$368K +1,915 New
ESBC
1612
E.S. Barr & Co
Kentucky
$375K +$10K +52 +3%
GSC
1613
G&S Capital
Colorado
$372K +$364K +1,891 New
WPW
1614
Waldron Private Wealth
Pennsylvania
$371K +$13.5K +70 +4%
CPA
1615
Capital Planning Advisors
California
$371K +$69.1K +359 +24%
PHAM
1616
Palisades Hudson Asset Management
Florida
$370K – – –
BFA
1617
Beaumont Financial Advisors
Massachusetts
$369K – – –
TC
1618
Trust Company
Kansas
$369K – – –
NCM
1619
Northstar Capital Management
New York
$369K +$360K +1,873 New
ZF
1620
Zhang Financial
Michigan
$367K – – –
FNT
1621
First Nebraska Trust
Nebraska
$367K -$207K -1,077 -37%
SIM
1622
SSI Investment Management
California
$366K -$577 -3 -0.2%
BWL
1623
Bogart Wealth LLC
Virginia
$366K +$318K +1,653 +799%
BMCM
1624
Bryn Mawr Capital Management
Pennsylvania
$362K – – –
VFA
1625
Virtus Fund Advisers
Connecticut
$362K – – –
63 64
65
66 67