We are live on ! Find out more
IBM icon

IBM
IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
DAM
1726
Doheny Asset Management
California
$413K +$2.68K +20 +0.6%
CC
1727
Capital Counsel
New York
$413K – – –
PTB
1728
Pioneer Trust Bank
Oregon
$413K – – –
KWM
1729
Kolinsky Wealth Management
New Jersey
$412K -$3.48K -26 -0.8%
TF
1730
TimeScale Financial
Massachusetts
$412K +$16.6K +124 +4%
LPT
1731
Legacy Private Trust
Wisconsin
$410K -$50.2K -375 -11%
BFAG
1732
Blackston Financial Advisory Group
Florida
$410K -$24.2K -181 -5%
CWP
1733
CFM Wealth Partners
Texas
$410K – – –
FNBOSM
1734
First National Bank of South Miami
Florida
$409K -$7.22K -54 -2%
MFC
1735
Morris Financial Concepts
South Carolina
$408K – – –
HIP
1736
HUB Investment Partners
Texas
$407K +$34K +254 +9%
RCG
1737
Rock Creek Group
District of Columbia
$406K +$136K +1,016 +49%
BFO
1738
Boston Family Office
Massachusetts
$404K +$44.4K +332 +12%
PTP
1739
Platform Technology Partners
New York
$404K -$2.01K -15 -0.5%
FDS
1740
First Dallas Securities
Texas
$403K – – –
FNBSF
1741
First National Bank Sioux Falls
South Dakota
$403K – – –
RC
1742
Reik & Co
New York
$403K – – –
QPWM
1743
Quadrant Private Wealth Management
Pennsylvania
$402K +$97.8K +731 +31%
LWP
1744
Lumature Wealth Partners
Georgia
$401K +$9.77K +73 +2%
CEI
1745
Clark Estates Inc
New York
$400K -$58.3K -436 -12%
ANBT
1746
American National Bank & Trust
Texas
$400K +$18.9K +141 +5%
III
1747
Independent Investors Inc
New York
$400K – – –
ML
1748
McAdam LLC
Pennsylvania
$398K +$8.7K +65 +2%
WA
1749
Wambolt & Associates
Colorado
$398K -$21.4K -160 -5%
S
1750
SimplyRich
California
$398K – – –
68 69
70
71 72