We are live on ! Find out more
IBM icon

IBM
IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
CW
1301
CreativeOne Wealth
Kansas
$649K +$623K +5,390 New
BC
1302
Bruce & Co
Illinois
$648K -$13.1M -113,021 -95%
AIA
1303
AGF Investments America
Ontario, Canada
$648K +$578 +5 +0.1%
HVP
1304
Hudson Value Partners
Florida
$647K +$629K +5,445 New
HWA
1305
Heritage Wealth Advisors
Virginia
$645K -$8.21K -71 -1%
WA
1306
Wealth Architects
California
$644K +$25.5K +221 +4%
BRM
1307
Boston Research & Management
Massachusetts
$643K – – –
GCA
1308
Greenwood Capital Associates
South Carolina
$641K -$92.8K -803 -13%
FA
1309
FDx Advisors
Illinois
$641K +$117K +1,013 +23%
MFP
1310
Meridian Financial Partners
Virginia
$637K -$1.39K -12 -0.2%
ATPW
1311
Ashton Thomas Private Wealth
Arizona
$635K -$696K -6,023 -53%
ANRIA
1312
American National Registered Investment Advisor
Texas
$634K +$26K +225 +4%
CAM
1313
CenterStar Asset Management
Illinois
$633K – – –
ATC
1314
Adirondack Trust Company
New York
$630K -$21.1K -183 -3%
TMAM
1315
Tokio Marine Asset Management
Japan
$630K +$36.2K +313 +6%
TWM
1316
Tradition Wealth Management
Minnesota
$629K +$604K +5,227 New
OIA
1317
OneDigital Investment Advisors
Kansas
$628K -$14.1K -122 -2%
DIM
1318
Delta Investment Management
California
$627K – – –
CCM
1319
CWH Capital Management
Washington
$627K +$263K +2,279 +78%
MCM
1320
Manchester Capital Management
Vermont
$626K – – –
HWA
1321
HCR Wealth Advisors
California
$626K +$3.58K +31 +0.6%
BWP
1322
BSW Wealth Partners
Colorado
$626K +$113K +977 +23%
PMFA
1323
Plante Moran Financial Advisors
Michigan
$625K -$46.9K -406 -7%
TPWA
1324
TRUE Private Wealth Advisors
Oregon
$622K -$17.9K -155 -3%
EWM
1325
Empirical Wealth Management
Washington
$621K -$902K -7,808 -60%
51 52
53
54 55