We are live on ! Find out more
IBM icon

IBM
IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
UWPG
1876
Ullmann Wealth Partners Group
Florida
$441K +$2.87K +19 +0.7%
FBB
1877
Fulton Breakefield Broenniman
Maryland
$441K +$32K +212 +9%
SWA
1878
SOA Wealth Advisors
New York
$441K +$1.66K +11 +0.4%
LAM
1879
Lewis Asset Management
California
$440K +$407K +2,691 New
TWM
1880
TriaGen Wealth Management
California
$438K -$604 -4 -0.1%
WCM
1881
Windsor Capital Management
Arizona
$438K +$23K +152 +6%
GSC
1882
Grey Street Capital
Illinois
$437K – – –
BC
1883
Barrett & Company
Rhode Island
$437K +$604 +4 +0.1%
SOAMC
1884
Spirit of America Management Corp
New York
$436K – – –
AGA
1885
Accuvest Global Advisors
Utah
$433K -$167K -1,102 -29%
FF
1886
Francis Financial
$432K +$30.4K +201 +8%
AIM
1887
Aigen Investment Management
New York
$432K +$399K +2,639 New
WWM
1888
Waterway Wealth Management
Texas
$431K +$399K +2,638 New
PCIG
1889
Partners Capital Investment Group
Massachusetts
$431K +$118K +784 +42%
MCM
1890
Magnolia Capital Management
New York
$431K – – –
RWM
1891
Revisor Wealth Management
Ohio
$429K +$29.6K +196 +8%
BWA
1892
BlueSky Wealth Advisors
North Carolina
$429K +$3.78K +25 +1%
AIP
1893
ARS Investment Partners
New York
$429K – – –
SHGA
1894
Sand Hill Global Advisors
California
$429K +$6.5K +43 +2%
WFA
1895
WMG Financial Advisors
Tennessee
$428K -$91.3K -604 -19%
WMA
1896
West Michigan Advisors
Michigan
$427K +$93.8K +621 +31%
CCG
1897
Chatham Capital Group
Georgia
$426K – – –
WBCM
1898
Wilson & Boucher Capital Management
California
$425K – – –
OSNBOA
1899
Old Second National Bank of Aurora
Illinois
$425K -$121K -800 -24%
TIM
1900
Tortoise Investment Management
New York
$425K +$151 +1 +0%
74 75
76
77 78