We are live on ! Find out more
IBM icon

IBM
IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
2101
Transamerica Financial Advisors
Florida
$734K +$681K +2,602 New
IAG
2102
Investment Advisory Group
Massachusetts
$732K -$7.59K -29 -1%
UF
2103
Univest Financial
Pennsylvania
$731K – – –
FMN
2104
Financial Management Network
California
$730K +$4.97K +19 +0.8%
CFG
2105
Certior Financial Group
Pennsylvania
$730K -$33.5K -128 -5%
GEA
2106
Glen Eagle Advisors
New Jersey
$729K +$6.28K +24 +0.9%
WCFA
2107
Walkner Condon Financial Advisors
Wisconsin
$728K +$27.2K +104 +4%
EFA
2108
Evernest Financial Advisors
Indiana
$728K +$19.6K +75 +3%
FAM
2109
Fenimore Asset Management
New York
$726K – – –
CWM
2110
Centric Wealth Management
Illinois
$726K -$2.36K -9 -0.4%
FFP
2111
FourThought Financial Partners
Florida
$725K -$23.8K -91 -3%
LA
2112
Legacy Advisors
Pennsylvania
$724K +$672K +2,567 New
NRI
2113
NFP Retirement Inc
California
$724K -$294K -1,122 -30%
CPC
2114
Congress Park Capital
New York
$723K – – –
IF
2115
Integrity Financial
Wyoming
$723K +$2.62K +10 +0.4%
CRI
2116
Commonwealth Retirement Investments
Virginia
$722K +$12.8K +49 +2%
TFA
2117
Teamwork Financial Advisors
Texas
$720K -$132K -503 -16%
QFA
2118
Quantum Financial Advisors
California
$720K – – –
OL
2119
OneFund LLC
Florida
$719K +$24.3K +93 +4%
GXJ
2120
Global X Japan
Japan
$719K -$8.64K -33 -1%
FWA
2121
Flagship Wealth Advisors
Massachusetts
$716K +$33K +126 +5%
MWS
2122
MFA Wealth Services
California
$716K +$11K +42 +2%
SHGA
2123
Sand Hill Global Advisors
California
$714K -$81.4K -311 -11%
CASB
2124
Cape Ann Savings Bank
Massachusetts
$711K +$659K +2,519 New
MLL
2125
Moody Lynn & Lieberson
Massachusetts
$710K -$3.12M -11,909 -83%
83 84
85
86 87