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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
PAG
2826
Paladin Advisory Group
Iowa
$76.9K – – –
T
2827
Tidemark
California
$75.1K -$20.4K -104 -23%
MBFW
2828
Morton Brown Family Wealth
Pennsylvania
$74.3K +$24.1K +123 +58%
VCM
2829
Versant Capital Management
Arizona
$73.8K +$35.5K +181 +118%
RF
2830
Robbins Farley
New Hampshire
$69.2K +$3.33K +17 +6%
PCFFS
2831
Pacific Center for Financial Services
California
$69K – – –
RDIA
2832
RE Dickinson Investment Advisors
Iowa
$68.1K -$6.47K -33 -10%
AW
2833
Avion Wealth
Texas
$68K +$2.75K +14 +5%
ATC
2834
Advantage Trust Company
Kansas
$66.3K – – –
W
2835
WealthCollab
Washington
$66.3K – – –
KFP
2836
Keener Financial Planning
Texas
$66K – – –
TFGT
2837
TS Financial Group (TSFG)
Illinois
$65K +$2.94K +15 +5%
LOIP
2838
Live Oak Investment Partners
Texas
$63.4K – – –
MTC
2839
Matrix Trust Company
Colorado
$63K +$42.2K +215 +307%
BFP
2840
Briaud Financial Planning
Texas
$62K – – –
RCM
2841
Richardson Capital Management
Wisconsin
$60.8K – – –
HIM
2842
Hillsdale Investment Management
Ontario, Canada
$56.8K -$689K -3,513 -93%
APW
2843
Atlantic Private Wealth
North Carolina
$55.3K +$49K +250 New
AWM
2844
Activest Wealth Management
Florida
$54.9K +$392 +2 +0.8%
GA
2845
GoalVest Advisory
New York
$54.8K -$3.92K -20 -7%
LI
2846
Louisbourg Investments
New Brunswick, Canada
$54.6K +$11.6K +59 +31%
MSWM
2847
Mowery & Schoenfeld Wealth Management
Illinois
$53.1K +$15.1K +77 +47%
DF
2848
Dunhill Financial
United Kingdom
$52.7K +$19K +97 +69%
A
2849
AlphaQuest
New York
$52.6K +$46.5K +237 +23,700%
CJ
2850
Caitlin John
Michigan
$48.1K -$6.27K -32 -12%
112 113
114
115 116