We are live on ! Find out more
IBM icon

IBM
IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
NPPM
2601
North Point Portfolio Managers
Ohio
$327K – – –
JCM
2602
Jag Capital Management
Missouri
$326K -$9.78K -40 -3%
WCF
2603
West Coast Financial
California
$326K +$6.85K +28 +2%
MKA
2604
M. Kulyk & Associates
Georgia
$326K -$3.91K -16 -1%
VPWA
2605
Vestia Personal Wealth Advisors
Indiana
$325K +$2.69K +11 +0.9%
MPM
2606
MBB Public Markets
Illinois
$325K +$319K +1,305 New
BTWM
2607
Baker Tilly Wealth Management
Wisconsin
$324K -$81.5K -333 -20%
PWMG
2608
Private Wealth Management Group
New Jersey
$324K -$21.5K -88 -6%
MPPW
2609
Mitchell & Pahl Private Wealth
Oklahoma
$324K +$38.9K +159 +14%
MCC
2610
Malaga Cove Capital
California
$323K +$318K +1,300 New
CBT
2611
Crews Bank & Trust
Florida
$322K -$9.05K -37 -3%
HIW
2612
Holos Integrated Wealth
Pennsylvania
$321K – – –
WCM
2613
WealthBridge Capital Management
Ohio
$321K -$2.2K -9 -0.7%
FWM
2614
FSA Wealth Management
Massachusetts
$321K -$1.96K -8 -0.6%
LF
2615
LifeSteps Financial
California
$320K +$734 +3 +0.2%
RS
2616
Retirement Solution
Washington
$318K +$978 +4 +0.3%
HFS
2617
Hopwood Financial Services
Virginia
$318K – – –
MAP
2618
Moody Aldrich Partners
Massachusetts
$317K -$211K -862 -40%
SWA
2619
Serenus Wealth Advisors
California
$317K +$312K +1,275 New
PP
2620
Patron Partners
Texas
$317K +$312K +1,275 New
MWM
2621
Melfa Wealth Management
Massachusetts
$317K – – –
GKIM
2622
GW&K Investment Management
Massachusetts
$317K +$47.5K +194 +18%
FWM
2623
Fingerlakes Wealth Management
New York
$317K +$29.1K +119 +10%
ACM
2624
Ashford Capital Management
Delaware
$316K -$33.5K -137 -10%
CP
2625
Castleview Partners
Texas
$316K -$82.2K -336 -21%
103 104
105
106 107