We are live on ! Find out more
IBM icon

IBM
IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
TC
1851
Truvestments Capital
Florida
$550K -$81.7K -448 -13%
KS
1852
Karpas Strategies
Connecticut
$549K +$547 +3 +0.1%
APW
1853
Austin Private Wealth
Texas
$548K +$74.8K +410 +17%
LCWP
1854
Legacy Capital Wealth Partners
Arkansas
$548K +$795K +4,359 New
PA
1855
Planning Alternatives
Michigan
$548K – – –
BI
1856
Bramshill Investments
Florida
$547K -$182K -996 -26%
CGA
1857
Crescent Grove Advisors
Illinois
$547K -$54.7K -300 -9%
BA
1858
Ballast Advisors
Minnesota
$547K +$92.9K +509 +22%
BOH
1859
Bank of Hawaii
Hawaii
$546K -$109K -599 -17%
WWM
1860
Waterway Wealth Management
Texas
$546K +$40.5K +222 +8%
FAFN
1861
First Affirmative Financial Network
Colorado
$546K -$15.9K -87 -3%
FMTC
1862
Farmers & Merchants Trust Company
California
$545K -$213K -1,167 -29%
DOA
1863
D'Orazio & Associates
Virginia
$544K +$2.74K +15 +0.5%
MFG
1864
Magnus Financial Group
New York
$543K +$14.6K +80 +3%
OCPWS
1865
One Charles Private Wealth Services
Massachusetts
$542K – – –
WMA
1866
West Michigan Advisors
Michigan
$542K +$42.1K +231 +9%
FFA
1867
Fragasso Financial Advisors
Pennsylvania
$542K +$126K +689 +32%
IP
1868
Ignite Planners
California
$539K -$392K -2,147 -43%
TNB
1869
Thomasville National Bank
Georgia
$539K +$1.82K +10 +0.4%
UWPG
1870
Ullmann Wealth Partners Group
Florida
$538K +$21.9K +120 +4%
WCG
1871
Weaver Consulting Group
California
$537K – – –
AWM
1872
Angeles Wealth Management
California
$536K +$13.5K +74 +3%
PPW
1873
Pasadena Private Wealth
California
$536K +$114K +626 +29%
GG
1874
Greenwood Gearhart
Arkansas
$536K -$15K -82 -3%
FIM
1875
Fruth Investment Management
Texas
$534K – – –
73 74
75
76 77