We are live on ! Find out more
MMM icon

3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
BCPWM
2026
Bradley & Co Private Wealth Management
Florida
$14K – – –
FNBOSM
2027
First National Bank of South Miami
Florida
$14K – – –
JIR
2028
James Investment Research
Ohio
$14K +$13.9K +136 New
SL
2029
Savior LLC
Massachusetts
$13.9K +$306 +3 +2%
CMBA
2030
C.M. Bidwell & Associates
Hawaii
$13.8K – – –
AP
2031
Atwood & Palmer
Missouri
$13.7K – – –
NC
2032
NewSquare Capital
Pennsylvania
$13.1K -$25.4K -249 -66%
AFIA
2033
America First Investment Advisors
Nebraska
$13K – – –
HWM
2034
Horizons Wealth Management
North Carolina
$13K – – –
MPCL
2035
My Personal CFO LLC
Washington
$12.2K +$12.4K +122 New
CWM
2036
CarsonAllaria Wealth Management
Illinois
$12K -$3.06K -30 -21%
KFP
2037
KB Financial Partners
New Jersey
$12K – – –
RG
2038
Retirement Group
California
$12K – – –
PPC
2039
Park Place Capital
Alabama
$12K +$12.5K +123 New
FCG
2040
Financial Connections Group
California
$12K +$12.8K +126 New
AWM
2041
Activest Wealth Management
Florida
$12K – – –
AWM
2042
AllSquare Wealth Management
New York
$12K – – –
MBFW
2043
Morton Brown Family Wealth
Pennsylvania
$12K – – –
PP
2044
PFS Partners
New Jersey
$12K – – –
NOI
2045
Newton One Investments
Delaware
$11.2K -$11.5K -113 -50%
BAM
2046
Bellevue Asset Management
Washington
$11.1K – – –
CPFP
2047
Clear Perspectives Financial Planning
Ohio
$10.8K – – –
DCP
2048
Distillate Capital Partners
Illinois
$10.4K -$7.8M -76,490 -100%
TF
2049
TimeScale Financial
Massachusetts
$9.32K – – –
MWA
2050
Moser Wealth Advisors
Washington
$8.99K – – –
80 81
82
83 84