We are live on ! Find out more
IBM icon

IBM
IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
FOA
1926
Five Oceans Advisors
California
$324K +$9.25K +65 +3%
CPA
1927
Court Place Advisors
Maryland
$324K -$164K -1,156 -33%
PRWA
1928
Platte River Wealth Advisors
Colorado
$324K -$16.5K -116 -5%
RPWA
1929
Regent Peak Wealth Advisors
Georgia
$324K -$9.11K -64 -3%
FHC
1930
First Heartland Consultants
Missouri
$323K -$18.4K -129 -5%
SL
1931
Summitry LLC
California
$322K -$20.3K -143 -6%
VFA
1932
Voya Financial Advisors
Connecticut
$322K +$35.1K +247 +12%
FSA
1933
Financial Security Advisor
Virginia
$321K +$325K +2,285 New
SAA
1934
Southeast Asset Advisors
Georgia
$320K +$53.6K +377 +20%
BMM
1935
Buffington Mohr McNeal
Idaho
$319K – – –
CB
1936
CNB Bank
Pennsylvania
$318K -$6.4K -45 -2%
SPW
1937
Sonoma Private Wealth
California
$317K +$1.14K +8 +0.4%
PAM
1938
Peak Asset Management
Colorado
$317K – – –
GHA
1939
GW Henssler & Associates
Georgia
$317K +$102K +715 +46%
OC
1940
Oarsman Capital
Wisconsin
$317K +$5.41K +38 +2%
AWM
1941
Atticus Wealth Management
Florida
$316K +$2.28K +16 +0.7%
GFP
1942
Gryphon Financial Partners
Ohio
$315K -$996 -7 -0.3%
PWM
1943
Paulson Wealth Management
Illinois
$315K -$996 -7 -0.3%
FWI
1944
Facet Wealth Inc
Maryland
$315K +$310K +2,178 New
FFA
1945
Fragasso Financial Advisors
Pennsylvania
$315K +$3.42K +24 +1%
ACA
1946
Affinity Capital Advisors
California
$314K -$996 -7 -0.3%
CAWM
1947
Capital Advisors Wealth Management
Washington
$313K +$26.6K +187 +9%
EFG
1948
Ethos Financial Group
Pennsylvania
$313K +$46.2K +325 +17%
SA
1949
Syntax Advisors
New York
$312K -$27.2K -191 -8%
VCG
1950
Vantage Consulting Group
Virginia
$312K -$27.2K -191 -8%
76 77
78
79 80