We are live on ! Find out more
MMM icon

3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
RCWMU
1801
Rothschild & Co Wealth Management (UK)
United Kingdom
$156K +$166K +1,076 New
JGIA
1802
Jackson Grant Investment Advisers
Connecticut
$154K -$7.08K -46 -4%
LWS
1803
Lucia Wealth Services
California
$153K – – –
TPWA
1804
TRUE Private Wealth Advisors
Oregon
$152K +$162K +1,054 New
HGWM
1805
Harvest Group Wealth Management
Massachusetts
$148K +$770 +5 +0.5%
RA
1806
Rational Advisors
New York
$146K -$757K -4,919 -83%
EWM
1807
Elmwood Wealth Management
California
$141K – – –
TFA
1808
Transamerica Financial Advisors
Florida
$138K +$146K +948 New
GRP
1809
Global Retirement Partners
California
$136K +$27.9K +181 +24%
EI
1810
Ellevest Inc
New York
$136K +$29.6K +192 +26%
CAL
1811
Capital Analysts LLC
Pennsylvania
$135K -$5.23K -34 -4%
CWM
1812
Cranbrook Wealth Management
Michigan
$135K – – –
MWM
1813
Mascoma Wealth Management
New Hampshire
$133K +$18.5K +120 +15%
PFO
1814
Pathstone Family Office
New Jersey
$131K +$64.8K +421 +86%
ARMC
1815
American Research & Management Company
Massachusetts
$127K -$184K -1,196 -58%
VRM
1816
Vectors Research Management
New York
$126K – – –
FFC
1817
First Financial Corp
Indiana
$125K -$36.9K -240 -22%
CAC
1818
Certified Advisory Corp
Florida
$125K -$16.3K -106 -11%
LWM
1819
Liberty Wealth Management
California
$125K +$7.08K +46 +6%
FPS
1820
Fieldpoint Private Securities
Connecticut
$124K -$769K -4,993 -85%
AOWM
1821
Alpha Omega Wealth Management
Virginia
$124K – – –
HDIM
1822
Hanson & Doremus Investment Management
Vermont
$123K – – –
PCA
1823
Providence Capital Advisors
North Carolina
$123K – – –
GTAM
1824
Global Trust Asset Management
Florida
$121K -$33.1K -215 -20%
AIL
1825
AGF Investments LLC
Ontario, Canada
$121K +$129K +837 New
71 72
73
74 75