IBM icon

IBM
IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
WHG
1601
Westwood Holdings Group
Texas
$333K +$9.71K +72 +3%
PPP
1602
Private Portfolio Partners
New Jersey
$331K -$16.6K -123 -5%
PP
1603
PDS Planning
Ohio
$331K – – –
KFGK
1604
Keystone Financial Group (Kentucky)
Kentucky
$329K +$15.2K +113 +5%
TI
1605
Truepoint Inc
Ohio
$328K -$50.9K -377 -14%
GHA
1606
GW Henssler & Associates
Georgia
$328K +$26.8K +199 +9%
LD
1607
Lipe & Dalton
New York
$327K +$13.2K +98 +4%
MC
1608
Mathes Company
New York
$327K +$317K +2,350 New
TTWM
1609
TCV Trust & Wealth Management
Virginia
$326K -$10.7K -79 -3%
AFM
1610
Andesa Financial Management
Pennsylvania
$326K +$17.7K +131 +6%
CCA
1611
Conestoga Capital Advisors
Pennsylvania
$325K – – –
MIM
1612
Miller Investment Management
Pennsylvania
$323K – – –
RPAM
1613
Rhenman & Partners Asset Management
Sweden
$322K – – –
AIM
1614
Advantage Investment Management
Iowa
$321K -$34.9K -259 -10%
LB
1615
Legacy Bridge
Iowa
$321K – – –
OSNBOA
1616
Old Second National Bank of Aurora
Illinois
$321K – – –
SSG
1617
Summit Securities Group
New York
$320K -$226K -1,674 -42%
AIM
1618
Aspen Investment Management
Michigan
$320K – – –
AWM
1619
AllSquare Wealth Management
New York
$320K +$2.16K +16 +0.7%
WIA
1620
Westbourne Investment Advisors
Maryland
$320K +$310K +2,301 New
AWM
1621
Alterna Wealth Management
Texas
$319K -$3.91K -29 -1%
CF
1622
Centaurus Financial
California
$319K +$129K +959 +72%
RBC
1623
Roble Belko & Company
Pennsylvania
$318K +$177K +1,315 +135%
FFG
1624
Frisch Financial Group
New York
$318K +$309K +2,291 New
AEPG
1625
American Economic Planning Group
New Jersey
$317K -$4.45K -33 -1%
63 64
65
66 67