We are live on ! Find out more
MMM icon

3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
PFS
1726
Prospect Financial Services
New York
$240K -$39.7K -270 -14%
PWM
1727
Palumbo Wealth Management
New York
$239K +$240K +1,631 New
VWA
1728
Visionary Wealth Advisors
Illinois
$238K +$3.82K +26 +2%
UF
1729
Univest Financial
Pennsylvania
$238K +$238K +1,621 New
CAL
1730
Capital Advisors Ltd
Ohio
$238K +$14.5K +99 +7%
TAM
1731
Titleist Asset Management
Texas
$237K -$214K -1,458 -47%
RA
1732
Ruggaard & Associates
Ohio
$236K – – –
AR
1733
Apeiron RIA
Texas
$236K -$16K -109 -6%
CBT
1734
Central Bank & Trust
Kentucky
$236K +$236K +1,608 New
APG
1735
Abacus Planning Group
South Carolina
$236K -$36.6K -249 -13%
AF
1736
Apexium Financial
Texas
$236K -$27K -184 -10%
RIS
1737
Retirement Income Solutions
Michigan
$236K – – –
TWCA
1738
Two West Capital Advisors
Kansas
$235K -$43.9K -299 -15%
FFA
1739
Founders Financial Alliance
North Carolina
$235K +$6.61K +45 +3%
WDL
1740
Well Done LLC
Michigan
$235K +$1.91K +13 +0.7%
CCM
1741
Chilton Capital Management
Texas
$235K – – –
MHWM
1742
Montz Harcus Wealth Management
Louisiana
$235K +$2.94K +20 +1%
CF
1743
Claris Financial
Virginia
$234K – – –
CWM
1744
Centurion Wealth Management
Virginia
$232K – – –
SC
1745
Savoie Capital
Illinois
$232K – – –
AFT
1746
Alpha Family Trust
California
$232K – – –
HTHT
1747
Hemenway Trust Hemenway Trust
New Hampshire
$232K – – –
MF
1748
Montis Financial
Massachusetts
$231K -$5.58K -38 -2%
IC
1749
Inscription Capital
Texas
$231K +$319K +2,174 New
MMPW
1750
Mitchell McLeod Pugh & Williams
Alabama
$230K -$3.38K -23 -1%
68 69
70
71 72