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3M Co

CUSIP: 88579Y119 | 31 institutional holders

Quarters

Q1 2024
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Institutional Holders — Q1 2024

Windle Wealth, LLC60,847
4.1% of portfolio›$6.5M
Kinloch Capital, LLC34,374
1.9% of portfolio›$3.6M
Lakeside Advisors, Inc.32,622
2.2% of portfolio›$3.5M
Gries Financial LLC28,325
0.5% of portfolio›$3.0M
Truvestments Capital LLC26,147
1.1% of portfolio›$2.8M
Edmp, Inc.19,902
1.8% of portfolio›$2.1M
Optimist Retirement Group LLC16,624
0.9% of portfolio›$1.8M
Eagle Bluffs Wealth Management LLC13,074
0.9% of portfolio›$1.4M
Econ Financial Services Corp11,507
0.8% of portfolio›$1.2M
Straight Path Wealth Management10,000
0.6% of portfolio›$1.1M
Cherry Creek Investment Advisors, Inc.9,089
0.5% of portfolio›$964.1K
Vaughan & Co Securities, Inc.7,192
0.5% of portfolio›$762.9K
Beacon Financial Advisory LLC6,812
0.4% of portfolio›$722.6K
Round Rock Advisors LLC5,004
0.1% of portfolio›$530.8K
Abbot Financial Management, Inc.4,902
0.3% of portfolio›$520.0K
Investors Asset Management of Georgia Inc4,605
0.2% of portfolio›$488.5K
Kennedy Investment Group, Inc.4,367
0.2% of portfolio›$463.2K
Prairie Wealth Advisors, Inc.3,814
0.2% of portfolio›$404.6K
Sutton Place Investors LLC3,436
0.2% of portfolio›$364.5K
Roberts Glore & Co Inc3,160
0.1% of portfolio›$335.2K
Aptus Capital Advisors, LLC2,960
0.0% of portfolio›$262.5K
AJ Advisors, LLC2,774
0.2% of portfolio›$294.2K
Royal Capital Wealth Management, LLC2,686
0.2% of portfolio›$284.9K
Clear Creek Financial Management, LLC2,245
0.0% of portfolio›$238.1K
Detalus Advisors, LLC2,204
0.1% of portfolio›$233.8K
Crew Capital Management, Ltd2,161
0.2% of portfolio›$229.3K
Fortune Financial Advisors, LLC1,980
0.1% of portfolio›$210.0K
Alexander Labrunerie & Co., Inc.1,958
0.1% of portfolio›$207.7K
LCM Capital Management Inc1,895
0.1% of portfolio›$201.0K
TruNorth Capital Management, LLC320
0.0% of portfolio›$33.9K
Proequities, Inc.0
0.0% of portfolio›$0
StyleTurnoverLocationFiled
Windle Wealth, LLC
60,847$6.5M4.1%CoreVery LowOklahoma City, OK2024-04-30
Kinloch Capital, LLC
34,374$3.6M1.9%YieldMediumGlen Allen, VA2024-05-15
Lakeside Advisors, Inc.
32,622$3.5M2.2%CoreVery LowSeattle, WA2024-04-29
Gries Financial LLC
28,325$3.0M0.5%GrowthLowCleveland, OH2024-05-15
Truvestments Capital LLC
26,147$2.8M1.1%GARPLowSarasota, FL2024-05-14
Edmp, Inc.
19,902$2.1M1.8%YieldLowLutz, FL2024-04-24
Optimist Retirement Group LLC
16,624$1.8M0.9%ValueLowBellevue, WA2024-05-13
Eagle Bluffs Wealth Management LLC
13,074$1.4M0.9%GARPVery LowColumbia, MO2024-04-22
Econ Financial Services Corp
11,507$1.2M0.8%YieldVery HighHarrisburg, PA2024-05-15
Straight Path Wealth Management
10,000$1.1M0.6%ETFLowJenison, MI2024-04-30
Cherry Creek Investment Advisors, Inc.
9,089$964.1K0.5%GrowthLowEnglewood, CO2024-04-23
Vaughan & Co Securities, Inc.
7,192$762.9K0.5%ETFVery LowRidgewood, NJ2024-05-01
Beacon Financial Advisory LLC
6,812$722.6K0.4%ETFLowCleveland, OH2024-05-01
Round Rock Advisors LLC
5,004$530.8K0.1%ETFMediumWilton, CT2024-04-24
Abbot Financial Management, Inc.
4,902$520.0K0.3%GrowthVery LowAndover, MA2024-05-13
Investors Asset Management of Georgia Inc
4,605$488.5K0.2%GARPLowAtlanta, GA2024-04-22
Kennedy Investment Group, Inc.
4,367$463.2K0.2%GrowthLowWest Deptford, NJ2024-04-22
Prairie Wealth Advisors, Inc.
3,814$404.6K0.2%CoreVery LowOmaha, NE2024-05-15
Sutton Place Investors LLC
3,436$364.5K0.2%ETFLowArmonk, NY2024-04-22
Roberts Glore & Co Inc
3,160$335.2K0.1%CoreLowDeerfield, IL2024-05-09
Aptus Capital Advisors, LLC
2,960$262.5K0.0%CoreLowFairhope, AL2024-05-15
AJ Advisors, LLC
2,774$294.2K0.2%ETFVery LowNashville, TN2024-04-25
Royal Capital Wealth Management, LLC
2,686$284.9K0.2%CoreVery LowCarmel, IN2024-05-15
Clear Creek Financial Management, LLC
2,245$238.1K0.0%ETFMediumSilverdale, WA2024-04-26
Detalus Advisors, LLC
2,204$233.8K0.1%ETFLowSt. Louis, MO2024-04-24
Crew Capital Management, Ltd
2,161$229.3K0.2%GrowthMediumCincinnati, OH2024-04-29
Fortune Financial Advisors, LLC
1,980$210.0K0.1%CoreVery LowOverland Park, KS2024-04-23
Alexander Labrunerie & Co., Inc.
1,958$207.7K0.1%CoreLowColumbia, MO2024-05-29
LCM Capital Management Inc
1,895$201.0K0.1%GrowthVery LowChicago, IL2024-05-06
TruNorth Capital Management, LLC
320$33.9K0.0%ETFLowKalamazoo, MI2024-06-17
Proequities, Inc.
0$00.0%GrowthVery LowBirmingham, AL2024-05-01