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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
NSCM
2701
New South Capital Management
Tennessee
$422K – – –
SLG
2702
Stanley-Laman Group
Pennsylvania
$422K – – –
CWP
2703
Curated Wealth Partners
California
$422K +$108K +428 +40%
CWA
2704
Clarity Wealth Advisors
California
$421K -$3.02K -12 -0.8%
SSW
2705
Stone Summit Wealth
Florida
$421K -$50.4K -200 -12%
NC
2706
North Capital
Utah
$421K +$3.02K +12 +0.8%
PWM
2707
Paulson Wealth Management
Illinois
$420K +$12.1K +48 +3%
TWM
2708
Topsail Wealth Management
North Carolina
$418K -$6.55K -26 -2%
FWP
2709
Falcon Wealth Planning
California
$417K +$42.1K +167 +13%
JWM
2710
Jacksonville Wealth Management
Florida
$417K -$7.81K -31 -2%
LAS
2711
LWM Advisory Services
Florida
$417K -$112K -443 -23%
SPA
2712
Sound Portfolio Advisors
Connecticut
$416K -$4.03K -16 -1%
WAAG
2713
Wealth Alliance Advisory Group
Kansas
$416K +$8.82K +35 +2%
GPA
2714
Guerra Pan Advisors
New Jersey
$416K – – –
PPWM
2715
PFG Private Wealth Management
Florida
$415K +$13.1K +52 +4%
SIA
2716
Strategic Investment Advisors
Michigan
$414K -$28.5K -113 -7%
CFG
2717
Carter Financial Group
Illinois
$413K -$27.7K -110 -7%
PWA
2718
Primoris Wealth Advisors
Florida
$413K +$6.3K +25 +2%
TLCM
2719
Twin Lakes Capital Management
California
$412K +$2.27K +9 +0.6%
IIA
2720
Integral Investment Advisors
California
$412K +$84.7K +336 +30%
FA
2721
Fiducient Advisors
Illinois
$411K -$19.4K -77 -5%
DA
2722
Detalus Advisors
Missouri
$411K – – –
WI
2723
WJ Interests
Texas
$411K – – –
FCM
2724
Flagship Capital Management
Pennsylvania
$411K +$252 +1 +0.1%
RWM
2725
Rockline Wealth Management
New York
$409K -$16.1K -64 -4%
107 108
109
110 111