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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
EAM
2726
Empirical Asset Management
Massachusetts
$428K +$13.2K +44 +1%
PWA
2727
Primoris Wealth Advisors
Florida
$428K – – –
EW
2728
Enzi Wealth
Texas
$428K +$299 +1 +0.1%
ET
2729
Entropy Technologies
New York
$426K +$431K +1,439 New
EWA
2730
Exit Wealth Advisors
Georgia
$426K +$1.5K +5 +0.3%
SWA
2731
Serenus Wealth Advisors
California
$426K +$48.8K +163 +13%
SIC
2732
Samalin Investment Counsel
New York
$426K +$1.8K +6 +0.4%
PMAM
2733
Picton Mahoney Asset Management
Ontario, Canada
$425K -$20.7M -69,181 -98%
WAG
2734
Wallace Advisory Group
California
$424K -$4.49K -15 -1%
AFM
2735
Abbot Financial Management
Massachusetts
$424K – – –
RFS
2736
Richardson Financial Services
Massachusetts
$423K +$16.5K +55 +4%
IPW
2737
Impact Partnership Wealth
Georgia
$423K -$746K -2,490 -64%
PA
2738
Perennial Advisors
New York
$422K -$8.98K -30 -2%
AWM
2739
Ariadne Wealth Management
California
$421K -$159K -532 -25%
WAOI
2740
Wealth Advisors of Iowa
Iowa
$420K +$2.1K +7 +0.5%
SSA
2741
Schonfeld Strategic Advisors
New York
$419K +$203K +678 +92%
BI
2742
Bolthouse Investments
California
$418K – – –
MKA
2743
M. Kulyk & Associates
Georgia
$417K +$14.4K +48 +4%
MWA
2744
Motive Wealth Advisors
Michigan
$416K -$7.79K -26 -2%
SWA
2745
Strategies Wealth Advisors
Michigan
$415K +$6.29K +21 +2%
CCM
2746
Consolidated Capital Management
California
$415K +$150K +500 +56%
VIS
2747
Vega Investment Solutions
France
$415K +$419K +1,400 New
AV
2748
Aspiring Ventures
Ohio
$414K -$49.4K -165 -11%
FRM
2749
Foundation Resource Management
Arkansas
$414K – – –
SCM
2750
Sollinda Capital Management
Florida
$414K +$15K +50 +4%
108 109
110
111 112