We are live on ! Find out more
IBM icon

IBM
IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
WPA
1926
West Paces Advisors
Georgia
$22.2K -$10.2K -81 -28%
NCM
1927
New Capital Management
Texas
$22K -$28.6K -226 -52%
CIAS
1928
CBIZ Investment Advisory Services
Ohio
$22K – – –
FQ
1929
First Quadrant
California
$22K – – –
H
1930
Hexavest
Quebec, Canada
$22K +$11.9K +94 +82%
CMA
1931
Cedar Mountain Advisors
Oregon
$22K +$26.4K +209 New
CQS
1932
Credential Qtrade Securities
$21.4K +$5.44K +43 +27%
BCA
1933
Bray Capital Advisors
Florida
$21K -$37.4K -296 -60%
LWM
1934
Lenox Wealth Management
Ohio
$20K -$71.2K -563 -74%
TA
1935
Thor Advisors
New York
$20K +$24.3K +192 New
TCCM
1936
Timber Creek Capital Management
Massachusetts
$19K – – –
FBT
1937
First Bank & Trust
South Dakota
$18K +$21.1K +167 New
MWM
1938
MBE Wealth Management
Wisconsin
$18K +$22.5K +178 New
IF
1939
Ironwood Financial
Arizona
$17K +$13.3K +105 +202%
CAGAS
1940
Capital Advisory Group Advisory Services
Minnesota
$17K +$20.5K +162 New
RFWA
1941
RPg Family Wealth Advisory
Massachusetts
$16.6K – – –
RWM
1942
Raffa Wealth Management
District of Columbia
$16.1K +$4.05K +32 +27%
CA
1943
Centerpoint Advisors
Massachusetts
$16K -$85.2K -674 -82%
LAS
1944
Lloyd Advisory Services
Georgia
$16K -$5.18K -41 -21%
HCM
1945
Horrell Capital Management
Arkansas
$15K – – –
TFGT
1946
TS Financial Group (TSFG)
Illinois
$12K -$29.5K -233 -67%
LSA
1947
Lion Street Advisors
Texas
$12K +$14.8K +117 New
FP
1948
Financial Perspectives
Minnesota
$12K +$7.84K +62 +122%
FMP
1949
Financial Management Professionals
Texas
$11K – – –
MSFP
1950
Mark Sheptoff Financial Planning
Connecticut
$11K – – –
76 77
78
79 80