We are live on ! Find out more
IBM icon

IBM
IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
HFS
1426
Heritage Financial Services
Massachusetts
$686K +$8.13K +63 +1%
FAIM
1427
Financial Advocates Investment Management
Washington
$686K -$14.1K -109 -2%
WAG
1428
Winthrop Advisory Group
Massachusetts
$685K +$6.71K +52 +1%
BCM
1429
Boltwood Capital Management
California
$685K – – –
SF
1430
Summit Financial
New Jersey
$683K +$279K +2,162 +74%
STA
1431
Summit Trail Advisors
New York
$682K +$35.7K +277 +6%
CWM
1432
Cranbrook Wealth Management
Michigan
$681K +$129 +1 +0%
PIA
1433
Powell Investment Advisors
Florida
$678K +$387 +3 +0.1%
RWP
1434
RWA Wealth Partners
Massachusetts
$678K -$150K -1,163 -19%
QCG
1435
Quadrant Capital Group
Ohio
$677K +$110K +856 +20%
IP
1436
Ignite Planners
California
$673K -$10.5K -81 -2%
GBT
1437
Grove Bank & Trust
Florida
$672K +$129 +1 +0%
MCP
1438
Mirador Capital Partners
California
$672K -$34.6K -268 -5%
P
1439
Pitcairn
Pennsylvania
$670K -$113K -878 -15%
JGIA
1440
Jackson Grant Investment Advisers
Connecticut
$669K +$1.55K +12 +0.2%
IWA
1441
Intercontinental Wealth Advisors
Texas
$668K -$13K -101 -2%
PP
1442
Patten & Patten
Tennessee
$665K +$8.26K +64 +1%
CA
1443
Crewe Advisors
Utah
$662K -$34.6K -268 -5%
FCIM
1444
Fairview Capital Investment Management
California
$659K – – –
PWM
1445
Prentice Wealth Management
New York
$659K -$30.8K -239 -5%
BAM
1446
Belpointe Asset Management
Nevada
$658K -$1.76M -13,624 -73%
BIC
1447
Beach Investment Counsel
Pennsylvania
$656K – – –
PJSIMP
1448
P.J. Schmidt Investment Management (PJS)
Wisconsin
$656K -$47.8K -370 -7%
AP
1449
Atwood & Palmer
Missouri
$656K – – –
IP
1450
Investment Partners
Ohio
$653K -$249K -1,929 -28%
56 57
58
59 60