We are live on ! Find out more
IBM icon

IBM
IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
2026
Court Place Advisors
Maryland
$510K – – –
PMSA
2027
Patrick M. Sweeney & Associates
Illinois
$510K -$980 -5 -0.2%
HWM
2028
Horizon Wealth Management
Illinois
$510K +$22K +112 +5%
DWM
2029
Destination Wealth Management
California
$508K +$43.5K +222 +11%
LPAM
2030
Lodestar Private Asset Management
California
$508K -$588 -3 -0.1%
OC
2031
Oakworth Capital
Alabama
$507K +$107K +544 +31%
GXJ
2032
Global X Japan
Japan
$507K -$7.06K -36 -2%
NQWM
2033
Northwest Quadrant Wealth Management
Oregon
$507K +$1.57K +8 +0.4%
MBTD
2034
Mechanics Bank - Trust Department
California
$506K -$7.25K -37 -2%
LIG
2035
Lokken Investment Group
Delaware
$505K +$2.16K +11 +0.5%
CWA
2036
CM Wealth Advisors
Ohio
$505K – – –
SAA
2037
Southeast Asset Advisors
Georgia
$505K – – –
UB
2038
Umpqua Bank
Oregon
$504K +$18.4K +94 +4%
GWAM
2039
Guardian Wealth Advisors (Minnesota)
Minnesota
$503K -$196 -1 -0%
FMTC
2040
Farmers & Merchants Trust Company
California
$503K -$52K -265 -10%
KIG
2041
Kowal Investment Group
Wisconsin
$503K +$26.3K +134 +6%
RWM
2042
Rench Wealth Management
Texas
$502K -$350K -1,784 -44%
FFG
2043
Fiduciary Financial Group
California
$501K +$42.5K +217 +11%
ES
2044
Eagle Strategies
New York
$501K -$25.9K -132 -6%
RPWA
2045
Regent Peak Wealth Advisors
Georgia
$500K +$7.25K +37 +2%
CPSAC
2046
Chas P. Smith & Associates (CPS)
Florida
$500K +$26.9K +137 +6%
WFAG
2047
Wescott Financial Advisory Group
Pennsylvania
$500K +$3.33K +17 +0.8%
EAM
2048
Evanson Asset Management
California
$498K +$30.4K +155 +7%
WW
2049
Waterfront Wealth
Kansas
$498K +$8.04K +41 +2%
FIM
2050
Fruth Investment Management
Texas
$496K -$98K -500 -18%
80 81
82
83 84