We are live on ! Find out more
MMM icon

3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
PGAM
1626
Princeton Global Asset Management
New Jersey
$225K +$283 +3 +0.1%
PA
1627
Perennial Advisors
New York
$224K -$10.4K -110 -4%
SHGA
1628
Sand Hill Global Advisors
California
$223K +$240K +2,540 New
CWM
1629
Compass Wealth Management
Connecticut
$223K -$62.5K -663 -21%
JAG
1630
Journey Advisory Group
Kentucky
$222K -$98.4K -1,043 -29%
HIG
1631
Heritage Investment Group
Florida
$222K +$12.5K +133 +6%
SWM
1632
Sculati Wealth Management
Michigan
$221K – – –
EW
1633
Element Wealth
Mississippi
$221K +$10.9K +116 +5%
NAM
1634
NorthCrest Asset Manangement
Minnesota
$220K +$237K +2,509 New
RBFC
1635
Roman Butler Fullerton & Co
Missouri
$220K +$238K +2,525 New
CF
1636
Cantor Fitzgerald
New York
$220K – – –
WIA
1637
Westbourne Investment Advisors
Maryland
$220K – – –
CA
1638
Carson Advisory
Georgia
$220K -$22.3K -236 -9%
CRIG
1639
Charter Research & Investment Group
Connecticut
$219K -$8.49K -90 -3%
KFS
1640
Kurt F. Somerville
$219K -$38.6K -409 -14%
AWAU
1641
Alliance Wealth Advisors (Utah)
Utah
$219K +$14.6K +155 +7%
THL
1642
Tillman Hartley LLC
Colorado
$219K – – –
IF
1643
Ironwood Financial
Arizona
$218K +$5.94K +63 +3%
CCP
1644
Carmel Capital Partners
California
$218K +$22.6K +240 +11%
ONST
1645
Old North State Trust
North Carolina
$217K – – –
ITIM
1646
Indiana Trust & Investment Management
Indiana
$217K -$11.2K -119 -5%
OWA
1647
One Wealth Advisors
California
$217K +$233K +2,467 New
MW
1648
Marcum Wealth
Ohio
$217K -$86.6K -918 -27%
FW
1649
FirstPurpose Wealth
Utah
$216K +$9.15K +97 +4%
KF
1650
Krilogy Financial
Missouri
$216K +$232K +2,457 New
64 65
66
67 68