We are live on ! Find out more
IBM icon

IBM
IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
1451
Financial Advisors
Massachusetts
$692K +$377K +2,648 +116%
FCIM
1452
Fairview Capital Investment Management
California
$691K – – –
IF
1453
IRON Financial
Illinois
$690K +$453K +3,182 +183%
AP
1454
Atwood & Palmer
Missouri
$687K – – –
EWS
1455
Evergreen Wealth Solutions
Pennsylvania
$687K +$43.1K +303 +7%
PWM
1456
Prentice Wealth Management
New York
$686K -$4.84K -34 -0.7%
ACM
1457
Ategra Capital Management
Virginia
$685K -$133K -932 -16%
WAM
1458
Weatherly Asset Management
California
$683K -$126K -885 -15%
PI
1459
Putnam Investments
Massachusetts
$683K +$223K +1,564 +47%
WFG
1460
Wills Financial Group
Virginia
$679K -$240K -1,690 -26%
RPCONE
1461
Retirement Planning Company of New England
Rhode Island
$677K +$53.1K +373 +8%
VAG
1462
VisionPoint Advisory Group
Texas
$677K +$62K +436 +10%
FFN
1463
Focus Financial Network
Minnesota
$676K -$98K -689 -13%
AF
1464
Apexium Financial
Texas
$676K +$6.83K +48 +1%
CFA
1465
Capstone Financial Advisors
Illinois
$675K +$6.26K +44 +0.9%
TIMH
1466
Tilt Investment Management Holdings
New York
$674K – – –
CBC
1467
Coombe, Bender & Co
New York
$673K -$7.11K -50 -1%
FFA
1468
First Foundation Advisors
California
$670K -$402K -2,826 -37%
MS
1469
Maven Securities
Jersey
$669K -$725K -5,095 -52%
SWM
1470
Sugarloaf Wealth Management
Georgia
$667K +$5.26K +37 +0.8%
PMFA
1471
Plante Moran Financial Advisors
Michigan
$667K +$23.9K +168 +4%
TA
1472
TrueWealth Advisors
Alabama
$666K +$6.69K +47 +1%
MG
1473
Mather Group
Illinois
$666K -$4.41K -31 -0.6%
AWS
1474
Arkfeld Wealth Strategies
Nebraska
$664K +$7.11K +50 +1%
BWM
1475
Blossom Wealth Management
California
$663K +$3.56K +25 +0.5%
57 58
59
60 61