We are live on ! Find out more
IBM icon

IBM
IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
BBW
1976
Blue Barn Wealth
Utah
$248K +$13.4K +103 +6%
NRI
1977
NFP Retirement Inc
California
$248K +$248K +1,904 New
HWM
1978
Horizon Wealth Management
Illinois
$247K +$1.83K +14 +0.7%
MLL
1979
Moody Lynn & Lieberson
Massachusetts
$247K +$248K +1,902 New
FA
1980
Faithward Advisors
Pennsylvania
$246K -$1.96K -15 -0.8%
BMCM
1981
Bryn Mawr Capital Management
Pennsylvania
$245K – – –
HSWM
1982
Hubbell Strickland Wealth Management
Louisiana
$245K – – –
LFA
1983
LifeGuide Financial Advisors
Pennsylvania
$245K +$3K +23 +1%
SEP
1984
Southland Equity Partners
Missouri
$245K – – –
IC
1985
Intersect Capital
California
$244K -$112K -859 -31%
CFFP
1986
Center for Financial Planning
Michigan
$244K -$17.6K -135 -7%
AAM
1987
Austin Asset Management
Texas
$244K – – –
MWA
1988
Monograph Wealth Advisors
California
$244K +$245K +1,879 New
KFI
1989
Key Financial Inc
Pennsylvania
$243K – – –
AFAS
1990
Acorn Financial Advisory Services
Virginia
$242K -$61.2K -469 -20%
FA
1991
FDx Advisors
Illinois
$242K -$32.6K -250 -12%
RRC
1992
Relaxing Retirement Coach
Massachusetts
$242K – – –
RWM
1993
Rench Wealth Management
Texas
$242K +$3.13K +24 +1%
HCMG
1994
Howard Capital Management Group
California
$241K – – –
PTB
1995
Pioneer Trust Bank
Oregon
$241K – – –
BC
1996
Bridgefront Capital
Texas
$241K +$242K +1,853 New
KCFA
1997
Key Client Fiduciary Advisors
New Jersey
$240K -$25.2K -193 -9%
FIA
1998
Foundations Investment Advisors
Arizona
$240K -$1.56K -12 -0.6%
PCI
1999
Planning Center Inc
Illinois
$240K – – –
PIA
2000
Powell Investment Advisors
Florida
$240K +$130 +1 +0.1%
78 79
80
81 82