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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
EGM
2476
Engineers Gate Manager
New York
$526K +$472K +1,872 New
WBC
2477
West Branch Capital
Massachusetts
$526K -$1.29M -5,132 -73%
PWMG
2478
Private Wealth Management Group
New Jersey
$526K +$150K +595 +47%
RA
2479
Rise Advisors
New York
$524K +$8.57K +34 +2%
YAIA
2480
Yanni & Associates Investment Advisors
Pennsylvania
$524K -$12.3K -49 -3%
DIP
2481
Davis Investment Partners
North Carolina
$524K -$47.6K -189 -9%
GRWP
2482
Green Ridge Wealth Planning
New Jersey
$524K -$504 -2 -0.1%
CBOR
2483
Community Bank of Raymore
Missouri
$523K – – –
DAM
2484
Diamant Asset Management
Connecticut
$523K – – –
AWM
2485
Aberdeen Wealth Management
Illinois
$522K -$252K -1,002 -35%
IWM
2486
Integris Wealth Management
California
$522K +$6.3K +25 +1%
MLFP
2487
MPS Loria Financial Planners
Illinois
$521K +$11.1K +44 +2%
WF
2488
Whelan Financial
California
$521K -$6.3K -25 -1%
GRR
2489
Golden Reserve Retirement
Ohio
$520K +$132K +522 +39%
XT
2490
XTX Topco
Cayman Islands
$520K -$1.22M -4,837 -72%
CNBOF
2491
City National Bank of Florida
Florida
$519K +$465K +1,847 New
DA
2492
Dash Acquisitions
California
$519K -$54.2K -215 -9%
RCA
2493
Rose Capital Advisors
Florida
$519K +$465K +1,844 New
GWSA
2494
Global Wealth Strategies & Associates
Colorado
$518K +$3.78K +15 +0.8%
LC
2495
Landaas & Company
Wisconsin
$516K +$756 +3 +0.2%
PFG
2496
Prosperity Financial Group
California
$516K -$75.8K -301 -14%
TLFA
2497
True Link Financial Advisors
California
$515K +$3.53K +14 +0.8%
BFG
2498
Birch Financial Group
New Hampshire
$514K -$19.9K -79 -4%
BMO
2499
Beck Mack & Oliver
New York
$514K +$31.5K +125 +7%
LWA
2500
Lantern Wealth Advisors
New York
$513K -$75.8K -301 -14%
98 99
100
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