We are live on ! Find out more
IBM icon

IBM
IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
WOC
2101
West Oak Capital
California
$97K – – –
HWM
2102
HighMark Wealth Management
Minnesota
$96K +$3.01K +22 +3%
RDWM
2103
Red Door Wealth Management
Tennessee
$96K +$94.5K +691 New
TFO
2104
Tarbox Family Office
California
$94K -$1.37K -10 -1%
ANBT
2105
American National Bank & Trust
Texas
$94K – – –
SFFS
2106
Stonehage Fleming Financial Services
Jersey
$92K – – –
SC
2107
Sierra Capital
Florida
$90K – – –
LJHT
2108
Laurie J. Hall Trustee
$89K – – –
ACM
2109
AUA Capital Management
Pennsylvania
$88K – – –
PVH
2110
Psagot Value Holdings
Israel
$88K +$85.9K +628 New
AWM
2111
Accel Wealth Management
Iowa
$87K +$14.2K +104 +20%
ARIS
2112
Advanced Research Investment Solutions
California
$86K – – –
AIM
2113
Arcadia Investment Management
Michigan
$86K – – –
SAM
2114
S.A. Mason
Michigan
$83K +$1.37K +10 +2%
CAM
2115
Close Asset Management
United Kingdom
$82K – – –
LWP
2116
Lumature Wealth Partners
Georgia
$82K +$13.1K +96 +20%
AWM
2117
Activest Wealth Management
Florida
$80K -$2.33K -17 -3%
FWM
2118
Filbrandt Wealth Management
Wisconsin
$80K +$410 +3 +0.5%
CAL
2119
Capital Advisors Ltd
Ohio
$80K +$23.8K +174 +44%
SL
2120
Savior LLC
Massachusetts
$79K – – –
PA
2121
Perennial Advisors
New York
$77K +$957 +7 +1%
RTC
2122
Riverview Trust Company
Washington
$75K – – –
MG
2123
MilWealth Group
Wisconsin
$74.6K – – –
AL
2124
ADE LLC
Maryland
$73K – – –
TFIPS
2125
Towarzystwo Funduszy Inwestycyjnych PZU SA
$68.9K +$24.3K +178 +57%
83 84
85
86 87