We are live on ! Find out more
IBM icon

IBM
IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
JGIA
1526
Jackson Grant Investment Advisers
Connecticut
$870K -$84.6K -464 -9%
PFA
1527
Plotkin Financial Advisors
Maryland
$869K +$830K +4,552 New
NCM
1528
NCM Capital Management
New Jersey
$869K – – –
PIA
1529
Perennial Investment Advisors
California
$865K -$14K -77 -2%
RIA
1530
Realta Investment Advisors
Delaware
$864K -$315K -1,726 -28%
PWM
1531
Proathlete Wealth Management
Florida
$864K -$22.6K -124 -3%
TT
1532
TI-Trust
Illinois
$864K – – –
WAM
1533
WNY Asset Management
New York
$863K -$154K -845 -16%
EFG
1534
Everhart Financial Group
Ohio
$863K +$58.6K +321 +8%
CF
1535
Copperwynd Financial
Arizona
$862K -$24.1K -132 -3%
CI
1536
Conning Inc
Connecticut
$862K +$160K +877 +24%
FAG
1537
Fortitude Advisory Group
Washington
$861K +$18.2K +100 +2%
AG
1538
AlTi Global
New York
$860K +$421K +2,310 +105%
AC
1539
Avestar Capital
New York
$858K +$173K +950 +27%
SA
1540
Sage Advisors
Colorado
$856K +$4.2K +23 +0.5%
TFS
1541
Thoroughbred Financial Services
Tennessee
$855K -$780K -4,278 -49%
BCCM
1542
Bridge Creek Capital Management
Massachusetts
$853K -$230K -1,260 -22%
AP
1543
Appleton Partners
Massachusetts
$852K -$359K -1,970 -31%
SPWG
1544
Syntegra Private Wealth Group
Missouri
$852K – – –
LSAG
1545
Lake Street Advisors Group
New Hampshire
$851K +$24.3K +133 +3%
CCB
1546
Cutter & Co Brokerage
Missouri
$845K +$1.09K +6 +0.1%
IIM
1547
InTrack Investment Management
Vermont
$843K -$260K -1,426 -24%
PFBT
1548
Parkside Financial Bank & Trust
Missouri
$843K -$16.8K -92 -2%
RDWM
1549
Red Door Wealth Management
Tennessee
$843K +$399K +2,189 +98%
MPCG
1550
Matrix Private Capital Group
New York
$839K – – –
60 61
62
63 64