We are live on ! Find out more
IBM icon

IBM
IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
SF
1476
SBK Financial
Virginia
$645K – – –
CF
1477
Copperwynd Financial
Arizona
$645K -$3.86K -28 -0.6%
CRWM
1478
Castle Rock Wealth Management
California
$643K – – –
NCM
1479
NCM Capital Management
New Jersey
$641K -$75.9K -550 -11%
HWM
1480
Hohimer Wealth Management
Washington
$641K +$627K +4,549 New
JSW
1481
Journey Strategic Wealth
New Jersey
$639K +$62.3K +452 +11%
TT
1482
TI-Trust
Illinois
$637K -$13.8K -100 -2%
BONH
1483
Bank of New Hampshire
New Hampshire
$637K -$5.52K -40 -0.9%
AWA
1484
Amplius Wealth Advisors
Pennsylvania
$634K -$9.24K -67 -1%
BRM
1485
Boston Research & Management
Massachusetts
$633K – – –
RPCONE
1486
Retirement Planning Company of New England
Rhode Island
$632K +$1.52K +11 +0.2%
SFG
1487
SNS Financial Group
Minnesota
$631K +$18.6K +135 +3%
REMPR
1488
Roof Eidam Maycock Peralta (REMP)
California
$625K – – –
FSA
1489
Financial Sense Advisors
California
$622K +$3.59K +26 +0.6%
WEG
1490
World Equity Group
Illinois
$621K +$11.4K +83 +2%
P
1491
Pitcairn
Pennsylvania
$620K +$15.4K +112 +3%
WIM
1492
WealthPlan Investment Management
Nebraska
$619K +$44.6K +323 +8%
TCM
1493
Telos Capital Management
California
$617K -$60K -435 -9%
MPCG
1494
Matrix Private Capital Group
New York
$617K -$3.31K -24 -0.5%
PS
1495
Planned Solutions
California
$615K – – –
IFWM
1496
Institute for Wealth Management
Colorado
$614K -$2.35K -17 -0.4%
WP
1497
WealthPLAN Partners
Nebraska
$613K +$621K +4,505 New
RZH
1498
Relyea Zuckerberg Hanson
Connecticut
$612K -$62.5K -453 -9%
FFP
1499
FourThought Financial Partners
Florida
$611K +$599K +4,340 New
BEI
1500
Benjamin Edwards Inc
Missouri
$611K +$27K +196 +5%
58 59
60
61 62