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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
2651
Steph & Co
Wisconsin
$59.1K -$213K -1,225 -78%
NOI
2652
Newton One Investments
Delaware
$59.1K +$695 +4 +1%
RDIA
2653
RE Dickinson Investment Advisors
Iowa
$59K – – –
MFA
2654
McClarren Financial Advisors
Pennsylvania
$58K +$1.39K +8 +2%
TWP
2655
Triad Wealth Partners
Kansas
$57.4K +$57.7K +332 New
DMIC
2656
Dixon Mitchell Investment Counsel
British Columbia, Canada
$56.2K -$17.4K -100 -24%
PCFFS
2657
Pacific Center for Financial Services
California
$54K – – –
BCPWM
2658
Bradley & Co Private Wealth Management
Florida
$52.7K – – –
W
2659
WealthCollab
Washington
$51.9K – – –
ATC
2660
Advantage Trust Company
Kansas
$51.9K +$52.1K +300 New
RF
2661
Robbins Farley
New Hampshire
$51.2K -$5.91K -34 -10%
AW
2662
Avion Wealth
Texas
$51K -$154K -889 -75%
KFP
2663
Keener Financial Planning
Texas
$51K – – –
BFP
2664
Briaud Financial Planning
Texas
$49K +$17.4K +100 +54%
SP
2665
SWS Partners
Ohio
$48.2K +$48.3K +278 New
TFGT
2666
TS Financial Group (TSFG)
Illinois
$48K -$17K -98 -26%
RCM
2667
Richardson Capital Management
Wisconsin
$47.6K – – –
GA
2668
GoalVest Advisory
New York
$46.4K -$15.6K -90 -25%
KFS
2669
Kelly Financial Services
Massachusetts
$46K +$348 +2 +0.8%
CJ
2670
Caitlin John
Michigan
$45K -$348 -2 -0.8%
LIP
2671
Liontrust Investment Partners
United Kingdom
$44.8K -$35.3K -203 -44%
LOIP
2672
Live Oak Investment Partners
Texas
$44.1K – – –
AWM
2673
Activest Wealth Management
Florida
$42.6K +$348 +2 +0.8%
GLR
2674
Great Lakes Retirement
Ohio
$40K +$40.1K +231 New
MBFW
2675
Morton Brown Family Wealth
Pennsylvania
$39.5K -$1.74K -10 -4%
105 106
107
108 109