We are live on ! Find out more
IBM icon

IBM
IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
2901
Pathway Financial Advisors
Vermont
$273K -$5.93K -23 -2%
BC
2902
Brio Consultants
California
$272K +$18.8K +73 +9%
USWIA
2903
UP Strategic Wealth Investment Advisors
Pennsylvania
$272K +$238K +922 New
IFO
2904
Independent Family Office
New York
$271K +$237K +921 New
MCM
2905
Monument Capital Management
Virginia
$271K +$5.41K +21 +2%
PD
2906
Planning Directions
Pennsylvania
$271K -$14.9K -58 -6%
FI
2907
Financial Insights
Washington
$269K – – –
TA
2908
TFB Advisors
Kansas
$269K -$47.9K -186 -17%
JSL
2909
JT Stratford LLC
Georgia
$269K +$235K +912 New
CWM
2910
Cherrydale Wealth Management
New Jersey
$268K – – –
LCC
2911
Lincoln Capital Corp
Rhode Island
$268K +$21.9K +85 +10%
TCM
2912
Tradewinds Capital Management
Washington
$268K +$2.58K +10 +1%
HCWM
2913
Hidden Cove Wealth Management
Washington
$268K +$21.1K +82 +10%
SWGC
2914
Summit Wealth Group (Colorado)
Colorado
$268K +$234K +908 New
DWM
2915
Denver Wealth Management
Colorado
$268K +$773 +3 +0.3%
MCWS
2916
McKinley Carter Wealth Services
West Virginia
$268K -$14.9K -58 -6%
ACM
2917
Argent Capital Management
Missouri
$267K – – –
HC
2918
Headland Capital
South Carolina
$267K +$5.41K +21 +2%
AAMC
2919
Asset Allocation & Management Company
Illinois
$267K – – –
MCCP
2920
Mission Creek Capital Partners
California
$267K – – –
FAT
2921
First American Trust
California
$266K +$233K +903 New
WFM
2922
Wolff Financial Management
Michigan
$266K – – –
WH
2923
Whitcomb & Hess
Ohio
$266K – – –
PWM
2924
Parkshore Wealth Management
California
$266K +$1.03K +4 +0.4%
SIC
2925
Sigma Investment Counselors
Michigan
$265K -$4.12K -16 -2%
115 116
117
118 119