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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
LP
2476
LGL Partners
Pennsylvania
$545K -$258K -863 -32%
SWP
2477
Summit Wealth Partners
Florida
$544K +$299 +1 +0.1%
RA
2478
Rise Advisors
New York
$544K -$11.4K -38 -2%
MHR
2479
Matthew Hamilton Rosenberg
$544K – – –
GWANC
2480
Guardian Wealth Advisors (North Carolina)
North Carolina
$544K -$12.6K -42 -2%
VR
2481
Vision Retirement
New Jersey
$544K +$550K +1,835 New
LBC
2482
Leigh Baldwin & Co
New York
$543K -$150K -500 -21%
PPW
2483
Presilium Private Wealth
Pennsylvania
$542K +$4.19K +14 +0.8%
IWM
2484
Integris Wealth Management
California
$542K -$32.6K -109 -6%
CWA
2485
Continuum Wealth Advisors
New York
$542K – – –
CPBTD
2486
Central Pacific Bank - Trust Division
Hawaii
$542K -$54.5K -182 -9%
CWM
2487
Challenger Wealth Management
California
$541K -$898 -3 -0.2%
BHWA
2488
Beacon Harbor Wealth Advisors
Virginia
$541K -$24.3K -81 -4%
CNB
2489
Camden National Bank
Maine
$540K -$4.49K -15 -0.8%
MHIC
2490
Marble Harbor Investment Counsel
Massachusetts
$540K – – –
MIM
2491
Miller Investment Management
Pennsylvania
$540K – – –
ODIJL
2492
One Day In July LLC
Vermont
$538K +$39.5K +132 +8%
OFO
2493
OneAscent Family Office
Alabama
$538K +$162K +541 +42%
SCP
2494
Stamos Capital Partners
California
$537K -$84.2K -281 -13%
MG
2495
Marex Group
$535K +$541K +1,807 New
SFGM
2496
Stonebridge Financial Group (Missouri)
Missouri
$535K +$541K +1,807 New
STB
2497
S&T Bank
Pennsylvania
$535K -$21K -70 -4%
HSWM
2498
Hubbell Strickland Wealth Management
Louisiana
$534K – – –
MLFP
2499
MPS Loria Financial Planners
Illinois
$534K -$24.3K -81 -4%
TFP
2500
Triune Financial Partners
Kansas
$534K +$2.69K +9 +0.5%
98 99
100
101 102