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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
EA
2751
Ellsworth Advisors
Ohio
$324K +$1.03K +4 +0.4%
CL
2752
CIM LLC
New York
$323K – – –
MMA
2753
Mizuho Markets Americas
New York
$323K -$1.25M -4,857 -82%
FNWA
2754
Financial Network Wealth Advisors
Utah
$323K +$258 +1 +0.1%
CFP
2755
Cypress Financial Planning
New Jersey
$323K -$17.5K -68 -6%
IA
2756
IAM Advisory
Pennsylvania
$321K +$1.8K +7 +0.6%
LWA
2757
Lantern Wealth Advisors
New York
$321K +$280K +1,088 New
FWM
2758
FMB Wealth Management
California
$321K -$8.76K -34 -3%
TC
2759
TFR Capital
Texas
$319K +$15.2K +59 +6%
CA
2760
Calton & Associates
Florida
$319K +$27.6K +107 +11%
RDFA
2761
Ritter Daniher Financial Advisory
Ohio
$319K – – –
VFG
2762
V2 Financial group
Illinois
$318K +$7.73K +30 +3%
AMM
2763
American Money Management
California
$318K +$278K +1,080 New
WIM
2764
Westside Investment Management
California
$318K +$41.7K +162 +18%
GSIAS
2765
Garden State Investment Advisory Services
New Jersey
$317K -$82.7K -321 -23%
IA
2766
Intellus Advisors
Florida
$317K – – –
LI
2767
LifeWealth Investments
Florida
$317K – – –
BHWM
2768
Beaird Harris Wealth Management
Texas
$317K +$5.41K +21 +2%
RCP
2769
Rothschild Capital Partners
New York
$315K – – –
UHC
2770
Union Heritage Capital
Michigan
$315K – – –
WCM
2771
Warburton Capital Management
Oklahoma
$315K +$24.2K +94 +8%
PWM
2772
Pacific Wealth Management
California
$315K +$275K +1,068 New
AIA
2773
Arbor Investment Advisors
North Carolina
$314K – – –
SCI
2774
Silver Coast Investments
United States
$314K -$17.3K -67 -6%
LEA
2775
Legacy Edge Advisors
New York
$314K +$9.53K +37 +4%
109 110
111
112 113