We are live on ! Find out more
MMM icon

3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
WFMPM
1901
Woodley Farra Manion Portfolio Management
Indiana
$312K – – –
FFA
1902
Founders Financial Alliance
North Carolina
$312K +$3.43K +23 +1%
RF
1903
Resolute Financial
Massachusetts
$312K +$313K +2,103 New
PNAA
1904
Pictet North America Advisors
Switzerland
$311K – – –
T
1905
TOBAM
France
$310K -$39.3K -264 -11%
AAM
1906
AMI Asset Management
California
$310K +$32.8K +220 +12%
KIG
1907
Kowal Investment Group
Wisconsin
$309K -$44.4K -298 -13%
CSIA
1908
Carl Stuart Investment Advisor
Texas
$309K +$310K +2,081 New
OR
1909
Olympiad Research
Connecticut
$308K +$309K +2,074 New
DPI
1910
Diversified Portfolios Inc
Michigan
$307K +$149 +1 +0%
VFA
1911
Voya Financial Advisors
Connecticut
$306K +$10.4K +70 +4%
RWI
1912
Red Wave Investments
Pennsylvania
$305K – – –
FNC
1913
First National Corp
Massachusetts
$305K +$12.1K +81 +4%
TSA
1914
Tri-Star Advisors
Texas
$304K – – –
LA
1915
LexAurum Advisors
Kansas
$304K +$149 +1 +0%
TCM
1916
Tradewinds Capital Management
Washington
$304K +$20.6K +138 +7%
TIA
1917
Traphagen Investment Advisors
New Jersey
$303K +$1.64K +11 +0.5%
CI
1918
Cambiar Investors
Colorado
$303K -$51.6M -346,522 -99%
EGWAG
1919
Elwood & Goetz Wealth Advisory Group
Georgia
$303K -$20K -134 -6%
PO
1920
Private Ocean
California
$303K -$17.7K -119 -6%
NB
1921
Nicolet Bankshares
Wisconsin
$303K +$4.77K +32 +2%
ACP
1922
Aveo Capital Partners
Colorado
$303K +$15.8K +106 +5%
KLI
1923
Kelman-Lazarov Inc
Tennessee
$303K +$49K +329 +19%
FM
1924
Family Management
New York
$302K – – –
GC
1925
Gibson Capital
Pennsylvania
$300K +$35.6K +239 +13%
75 76
77
78 79