We are live on ! Find out more
IBM icon

IBM
IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
2726
MGB Wealth Management
Texas
$337K – – –
PW
2727
PUREfi Wealth
Massachusetts
$336K -$49.7K -193 -14%
CWA
2728
Consilio Wealth Advisors
Washington
$336K +$12.4K +48 +4%
PPA
2729
Pacific Point Advisors
California
$336K – – –
LWM
2730
Level Wealth Management
North Carolina
$335K -$5.67K -22 -2%
CWM
2731
Centurion Wealth Management
Virginia
$335K +$3.61K +14 +1%
PWM
2732
Purus Wealth Management
California
$335K +$293K +1,136 New
KWA
2733
Kellett Wealth Advisors
Ohio
$335K +$12.4K +48 +4%
SL
2734
SWMG LLC
Texas
$335K -$39.2K -152 -11%
SLA
2735
Silver Lake Advisory
Utah
$335K -$154K -597 -34%
PPWM
2736
PFG Private Wealth Management
Florida
$335K +$11.1K +43 +4%
SIC
2737
Shoker Investment Counsel
Ohio
$334K +$1.29K +5 +0.4%
CTC
2738
Cetera Trust Company
Minnesota
$334K – – –
BAG
2739
Bridgewealth Advisory Group
California
$334K +$292K +1,132 New
RPGNY
2740
Retirement Planning Group (New York)
New York
$332K -$773 -3 -0.3%
HWM
2741
Hohimer Wealth Management
Washington
$330K -$5.67K -22 -2%
GWP
2742
Gateway Wealth Partners
Wisconsin
$329K -$20.6K -80 -7%
NWM
2743
Northwest Wealth Management
Iowa
$329K +$3.61K +14 +1%
SWM
2744
Scissortail Wealth Management
Oklahoma
$328K +$290K +1,127 New
BBW
2745
Blue Barn Wealth
Utah
$328K +$24K +93 +9%
LF
2746
Lee Financial
Texas
$327K -$138K -537 -33%
RS
2747
Rakuten Securities
Japan
$326K +$59.8K +232 +27%
CGFA
2748
Colton Groome Financial Advisors
North Carolina
$326K – – –
LWM
2749
LJI Wealth Management
Indiana
$325K – – –
SPWM
2750
Schrum Private Wealth Management
Florida
$324K – – –
108 109
110
111 112