We are live on ! Find out more
IBM icon

IBM
IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
HFG
1776
Heron Financial Group
New York
$236K +$238K +2,025 New
MCM
1777
MV Capital Management
Maryland
$235K – – –
FM
1778
Family Management
New York
$234K -$2.96M -25,101 -93%
PO
1779
Private Ocean
California
$233K -$13.8K -117 -6%
IWA
1780
Inspirion Wealth Advisors
Illinois
$232K – – –
SFWC
1781
Strategic Family Wealth Counselors
New Jersey
$231K -$20.5K -174 -8%
SMG
1782
Spectrum Management Group
Indiana
$231K – – –
BFG
1783
Barber Financial Group
Kansas
$230K – – –
EIA
1784
Eldridge Investment Advisors
New Hampshire
$230K – – –
RIS
1785
Retirement Income Solutions
Michigan
$230K +$8.6K +73 +4%
TSWM
1786
Triangle Securities Wealth Management
North Carolina
$229K -$88.8K -754 -28%
HSWM
1787
Hubbell Strickland Wealth Management
Louisiana
$229K – – –
CWM
1788
Concentric Wealth Management
California
$229K +$589 +5 +0.3%
SC
1789
Slow Capital
California
$229K +$3.77K +32 +2%
LDFR
1790
Lehman & Derafelo Financial Resources
Pennsylvania
$228K +$12.4K +105 +6%
TAM
1791
Townsend Asset Management
North Carolina
$228K +$230K +1,957 New
OBWP
1792
O'Brien Wealth Partners
Massachusetts
$227K +$213K +1,810 New
RRC
1793
Relaxing Retirement Coach
Massachusetts
$227K +$229K +1,947 New
VCM
1794
Vivaldi Capital Management
Illinois
$226K -$57.1K -485 -19%
CFG
1795
CKW Financial Group
Hawaii
$226K +$108K +921 +90%
AFS
1796
Axiom Financial Strategies
Indiana
$224K -$1.18K -10 -0.5%
DOA
1797
D'Orazio & Associates
Virginia
$224K -$706 -6 -0.3%
BOM
1798
Bank of Marin
California
$224K – – –
PIMG
1799
Patriot Investment Management Group
Tennessee
$224K – – –
PIA
1800
Powell Investment Advisors
Florida
$224K +$118 +1 +0.1%
70 71
72
73 74