We are live on ! Find out more
MMM icon

3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
1801
Colonial Trust
South Carolina
$214K -$90.3K -885 -29%
CWS
1802
Confluence Wealth Services
Pennsylvania
$214K -$7.75K -76 -3%
CWM
1803
Chemistry Wealth Management
New York
$214K -$120K -1,176 -36%
LFA
1804
Legacy Financial Advisors
Kentucky
$213K +$217K +2,129 New
GAMC
1805
Garner Asset Management Corp
Texas
$213K +$217K +2,124 New
NQWM
1806
Northwest Quadrant Wealth Management
Oregon
$213K +$216K +2,122 New
KWM
1807
Keebeck Wealth Management
Illinois
$212K +$216K +2,117 New
LAM
1808
Lakewood Asset Management
Illinois
$212K +$216K +2,117 New
AIM
1809
ARK Investment Management
Florida
$211K -$2.45K -24 -1%
SFS
1810
Summit Financial Strategies
Ohio
$211K -$165K -1,615 -43%
APG
1811
Abacus Planning Group
South Carolina
$210K +$214K +2,097 New
CSIA
1812
Carl Stuart Investment Advisor
Texas
$209K – – –
MF
1813
Montis Financial
Massachusetts
$209K +$212K +2,080 New
EWM
1814
Executive Wealth Management
Michigan
$208K +$211K +2,071 New
JSW
1815
Journey Strategic Wealth
New Jersey
$207K +$210K +2,060 New
RCM
1816
RNC Capital Management
California
$206K -$53.7K -527 -20%
IP
1817
Ignite Planners
California
$206K +$218K +2,136 New
RWI
1818
Red Wave Investments
Pennsylvania
$206K +$209K +2,051 New
SCA
1819
Southern Capital Advisors
Tennessee
$205K +$209K +2,049 New
BOS
1820
Bank of Stockton
California
$205K -$12.1K -119 -5%
EGWAG
1821
Elwood & Goetz Wealth Advisory Group
Georgia
$205K +$208K +2,043 New
GWS
1822
Glassman Wealth Services
Virginia
$205K +$52.2K +512 +33%
SIA
1823
Strategic Investment Advisors
Michigan
$204K +$208K +2,038 New
RIA
1824
Richwood Investment Advisors
Ohio
$204K -$73.2K -718 -26%
AT
1825
Arden Trust
Delaware
$204K -$94.9K -931 -31%
71 72
73
74 75