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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
PCFFS
2826
Pacific Center for Financial Services
California
$69K – – –
RDIA
2827
RE Dickinson Investment Advisors
Iowa
$68.1K -$6.47K -33 -10%
AW
2828
Avion Wealth
Texas
$68K +$2.75K +14 +5%
ATC
2829
Advantage Trust Company
Kansas
$66.3K – – –
W
2830
WealthCollab
Washington
$66.3K – – –
KFP
2831
Keener Financial Planning
Texas
$66K – – –
TFGT
2832
TS Financial Group (TSFG)
Illinois
$65K +$2.94K +15 +5%
LOIP
2833
Live Oak Investment Partners
Texas
$63.4K – – –
MTC
2834
Matrix Trust Company
Colorado
$63K +$42.2K +215 +307%
BFP
2835
Briaud Financial Planning
Texas
$62K – – –
RCM
2836
Richardson Capital Management
Wisconsin
$60.8K – – –
HIM
2837
Hillsdale Investment Management
Ontario, Canada
$56.8K -$689K -3,513 -93%
APW
2838
Atlantic Private Wealth
North Carolina
$55.3K +$49K +250 New
AWM
2839
Activest Wealth Management
Florida
$54.9K +$392 +2 +0.8%
GA
2840
GoalVest Advisory
New York
$54.8K -$3.92K -20 -7%
LI
2841
Louisbourg Investments
New Brunswick, Canada
$54.6K +$11.6K +59 +31%
MSWM
2842
Mowery & Schoenfeld Wealth Management
Illinois
$53.1K +$15.1K +77 +47%
DF
2843
Dunhill Financial
United Kingdom
$52.7K +$19K +97 +69%
A
2844
AlphaQuest
New York
$52.6K +$46.5K +237 +23,700%
CJ
2845
Caitlin John
Michigan
$48.1K -$6.27K -32 -12%
GG
2846
Gleason Group
Kentucky
$47.7K +$392 +2 +0.9%
SC
2847
Steph & Co
Wisconsin
$45.8K -$26.5K -135 -39%
WI
2848
Wintrust Investments
Illinois
$45K -$387K -1,973 -91%
RTL
2849
Red Tortoise LLC
Georgia
$45K +$196 +1 +0.5%
LIP
2850
Liontrust Investment Partners
United Kingdom
$44.8K – – –
112 113
114
115 116