We are live on ! Find out more
MMM icon

3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
BCFD
1951
Boit C.F. David
$52.3K -$159K -1,000 -74%
BBPWM
1952
Blue Bell Private Wealth Management
Pennsylvania
$51.4K – – –
VWA
1953
VSM Wealth Advisory
Maryland
$49.7K +$318 +2 +0.6%
PWMG
1954
Prestige Wealth Management Group
New Jersey
$49.5K – – –
MWM
1955
Mascoma Wealth Management
New Hampshire
$49.5K -$26.8K -168 -33%
CF
1956
Collier Financial
Colorado
$49.4K +$318 +2 +0.6%
TC
1957
Tacita Capital
Ontario, Canada
$49.2K +$29.6K +186 +122%
POIA
1958
Pin Oak Investment Advisors
Texas
$49K – – –
CCMI
1959
Creative Capital Management Investments
California
$47.6K – – –
OAJ
1960
Ogorek Anthony Joseph
New York
$47K -$4.46K -28 -8%
CMP
1961
Coston McIsaac & Partners
Maine
$46K -$5.25K -33 -9%
BFS
1962
Burkett Financial Services
South Carolina
$45.6K +$318 +2 +0.6%
PCTC
1963
Perkins Coie Trust Company
Washington
$45K – – –
OCWP
1964
Owl Creek Wealth Partners
Colorado
$44.6K +$48.9K +307 New
AIA
1965
Aventus Investment Advisors
Florida
$43.6K – – –
VR
1966
Vision Retirement
New Jersey
$43.6K – – –
RWM
1967
Raffa Wealth Management
District of Columbia
$43.6K +$318 +2 +0.7%
NL
1968
NVWM LLC
Pennsylvania
$42.8K +$637 +4 +1%
FUBT
1969
First United Bank & Trust
Maryland
$42.1K -$2.39K -15 -5%
BW
1970
Bravera Wealth
North Dakota
$42.1K – – –
MIM
1971
Manitou Investment Management
Ontario, Canada
$42.1K – – –
API
1972
Asset Planning Inc
California
$41.9K -$8.44K -53 -16%
W
1973
WealthCollab
Washington
$41.8K – – –
NRWA
1974
North Ridge Wealth Advisors
Oregon
$41.8K – – –
CPG
1975
Cornerstone Planning Group
New Jersey
$41.6K +$11.3K +71 +32%
77 78
79
80 81