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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
MSFP
2651
Mark Sheptoff Financial Planning
Connecticut
$12.8K – – –
AIM
2652
Arcadia Investment Management
Michigan
$12.4K – – –
BSWA
2653
Bromfield Sneider Wealth Advisors
Massachusetts
$11.8K – – –
TWD
2654
True Wealth Design
Ohio
$11.3K +$8.16K +54 +360%
GWMI
2655
Guardian Wealth Management (Illinois)
Illinois
$11.2K +$10.4K +69 New
FSWA
2656
Financial Synergies Wealth Advisors
Texas
$10.6K -$18.3K -121 -62%
LFA
2657
Level Financial Advisors
New York
$9.69K – – –
TCA
2658
Trifecta Capital Advisors
Illinois
$9.65K – – –
BCM
2659
Bourgeon Capital Management
Connecticut
$8.51K +$7.55K +50 +2,500%
BCA
2660
Bray Capital Advisors
Florida
$8.18K – – –
RAM
2661
Ramirez Asset Management
New York
$8.18K – – –
RG
2662
Richelieu Gestion
France
$8K – – –
FG
2663
Fairman Group
Pennsylvania
$7.55K +$6.95K +46 New
PS
2664
PayPay Securities
Japan
$6.94K -$3.93K -26 -38%
RF
2665
Robinswood Financial
Washington
$6.71K – – –
SMFG
2666
Sumitomo Mitsui Financial Group
Japan
$6.55K +$6.04K +40 New
CC
2667
Centiva Capital
New York
$6.21K +$1.06K +7 +23%
HWM
2668
Horizons Wealth Management
North Carolina
$5.72K +$5.29K +35 New
VWA
2669
Valued Wealth Advisors
Utah
$5.05K +$5.44K +36 New
FIA
2670
FNY Investment Advisers
New York
$4K -$55.9K -370 -93%
CPG
2671
Custom Portfolio Group
Colorado
$3.27K +$3.02K +20 New
PPWM
2672
PFG Private Wealth Management
Florida
$3.11K -$3.48K -23 -55%
VWWMG
2673
Vermillion & White Wealth Management Group
Pennsylvania
$2.13K +$1.96K +13 New
HBW
2674
Hazlett, Burt & Watson
West Virginia
$2K – – –
TWP
2675
TFO Wealth Partners
Ohio
$1.96K +$756 +5 +71%
105 106
107
108 109