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IBM
IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
T
2701
Tidemark
California
$64.9K – – –
NOI
2702
Newton One Investments
Delaware
$64.6K +$11.1K +61 +22%
RF
2703
Robbins Farley
New Hampshire
$63K -$19.5K -107 -24%
PCFFS
2704
Pacific Center for Financial Services
California
$59.6K – – –
EWP
2705
Elevation Wealth Partners
California
$58.9K +$182 +1 +0.3%
BCPWM
2706
Bradley & Co Private Wealth Management
Florida
$58.2K – – –
KFP
2707
Keener Financial Planning
Texas
$58K – – –
FIM
2708
FWL Investment Management
Texas
$57.9K +$37.9K +208 +219%
W
2709
WealthCollab
Washington
$57.3K +$36.5K +200 +200%
RCM
2710
Richardson Capital Management
Wisconsin
$52.5K -$223K -1,225 -82%
WPA
2711
West Paces Advisors
Georgia
$52.1K +$3.83K +21 +8%
KFS
2712
Kelly Financial Services
Massachusetts
$50.5K -$14.4K -79 -23%
CJ
2713
Caitlin John
Michigan
$50K -$1.64K -9 -3%
AWM
2714
Activest Wealth Management
Florida
$46.5K +$44.5K +244 New
MBFW
2715
Morton Brown Family Wealth
Pennsylvania
$42.6K -$33.6K -184 -45%
VCM
2716
Versant Capital Management
Arizona
$41.5K +$14K +77 +55%
KC
2717
Kepos Capital
New York
$41K -$18.2K -100 -32%
RTL
2718
Red Tortoise LLC
Georgia
$40.6K +$2.37K +13 +7%
GG
2719
Gleason Group
Kentucky
$40.5K +$365 +2 +1%
FIA
2720
FNY Investment Advisers
New York
$40K +$32.8K +180 +600%
CCMI
2721
Creative Capital Management Investments
California
$39K +$13.5K +74 +57%
LG
2722
LAM Group
Oregon
$38.6K – – –
JEST
2723
JTC Employer Solutions Trustee
Jersey
$38K – – –
FSWA
2724
Financial Synergies Wealth Advisors
Texas
$37.9K +$22.4K +123 +164%
IA
2725
IFS Advisors
Kansas
$37.6K – – –
107 108
109
110 111