We are live on ! Find out more
IBM icon

IBM
IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
FCA
1951
FinTrust Capital Advisors
South Carolina
$172K – – –
TI
1952
Truehand Inc
New Hampshire
$170K – – –
BDWM
1953
Brewin Dolphin Wealth Management
Ireland
$169K – – –
PIM
1954
Platinum Investment Management
Australia
$169K +$17.8K +154 +12%
JMF
1955
Johnson Midwest Financial
Iowa
$169K +$163K +1,408 New
CWC
1956
Carolinas Wealth Consulting
North Carolina
$165K +$52.9K +458 +50%
O
1957
Ossiam
France
$165K +$153K +1,321 +2,642%
CFD
1958
Creative Financial Designs
Indiana
$163K +$15.3K +132 +11%
FMP
1959
Financial Management Professionals
Texas
$162K +$19.8K +171 +15%
JIR
1960
James Investment Research
Ohio
$158K -$85.5K -740 -36%
LAI
1961
Legal Advantage Investments
California
$153K +$147K +1,272 New
RWB
1962
RMR Wealth Builders
New Jersey
$152K -$359K -3,108 -71%
CBT
1963
Central Bank & Trust
Kentucky
$152K – – –
LB
1964
Legacy Bridge
Iowa
$152K – – –
EI
1965
Ellevest Inc
New York
$152K +$29.6K +256 +25%
SN
1966
Sittner & Nelson
Oregon
$152K +$146K +1,264 New
CIA
1967
Cascade Investment Advisors
Oregon
$151K -$12.1K -105 -8%
HS
1968
Horan Securities
United States
$151K -$7.86K -68 -5%
NFSG
1969
Newbridge Financial Services Group
Florida
$149K -$11.8K -102 -8%
RDFA
1970
Ritter Daniher Financial Advisory
Ohio
$149K +$143K +1,234 New
LWA
1971
Lenox Wealth Advisors
New York
$148K +$37.2K +322 +35%
SAS
1972
Stelac Advisory Services
New York
$147K +$141K +1,221 New
CAM
1973
Close Asset Management
United Kingdom
$146K +$12K +104 +9%
AWG
1974
Altus Wealth Group
Colorado
$146K +$140K +1,213 New
POIA
1975
Pin Oak Investment Advisors
Texas
$145K – – –
77 78
79
80 81