We are live on ! Find out more
IBM icon

IBM
IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
2201
Saturna Capital
Washington
$656K – – –
CWM
2202
Chesapeake Wealth Management
Virginia
$656K +$20.9K +80 +4%
NQWM
2203
Northwest Quadrant Wealth Management
Oregon
$654K +$1.57K +6 +0.3%
SM
2204
Sweeney & Michel
California
$654K +$3.93K +15 +0.6%
NFC
2205
Northstar Financial Companies
Pennsylvania
$652K +$1.05K +4 +0.2%
PFG
2206
Prosperity Financial Group
California
$650K -$262 -1 -0%
ICA
2207
Infrastructure Capital Advisors
New York
$649K -$243K -928 -31%
TF
2208
Talbot Financial
Washington
$649K – – –
CFM
2209
Catalyst Funds Management
Australia
$649K -$1.07M -4,080 -64%
GPWM
2210
Grant Private Wealth Management
California
$648K -$456K -1,742 -43%
LIG
2211
Lokken Investment Group
Delaware
$647K +$262 +1 +0%
MCWA
2212
Meadow Creek Wealth Advisors
Georgia
$647K -$80.9K -309 -12%
FPWM
2213
FSB Premier Wealth Management
Iowa
$646K +$80.4K +307 +15%
COCM
2214
Charter Oak Capital Management
New Hampshire
$645K -$33.2K -127 -5%
SIM
2215
Stratos Investment Management
Ohio
$644K -$395K -1,508 -40%
TAM
2216
Townsend Asset Management
North Carolina
$642K +$595K +2,275 New
ES
2217
Eagle Strategies
New York
$642K -$16.5K -63 -3%
AFO
2218
Arrowroot Family Office
California
$641K +$117K +446 +24%
SA
2219
Strategic Advocates
Utah
$640K +$76.4K +292 +15%
IA
2220
Invested Advisors
Pennsylvania
$639K +$750K +2,865 New
WWM
2221
Wolff Wiese Magana
California
$638K – – –
PBO
2222
Peoples Bank (Ohio)
Ohio
$637K +$6.54K +25 +1%
MAG
2223
MRA Advisory Group
New Jersey
$637K +$67.8K +259 +13%
V
2224
VeraBank
Texas
$636K -$1.31K -5 -0.2%
BFA
2225
Beacon Financial Advisory
Ohio
$636K +$21.2K +81 +4%
87 88
89
90 91