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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
MPIA
2951
Milestones Private Investment Advisors
New York
$262K -$265K -980 -48%
PCMNC
2952
Piedmont Capital Management (North Carolina)
North Carolina
$261K -$6.76K -25 -2%
FMC
2953
First Merchants Corp
Indiana
$261K -$49.8K -184 -15%
SWM
2954
Segment Wealth Management
Texas
$261K -$29.8K -110 -9%
SA
2955
Scarborough Advisors
Maryland
$261K +$291K +1,075 New
BFAG
2956
Blackston Financial Advisory Group
Florida
$260K -$30K -111 -9%
CWP
2957
Curated Wealth Partners
California
$260K +$290K +1,072 New
VCM
2958
Vivaldi Capital Management
Illinois
$260K -$14.1K -52 -5%
WCM
2959
Wealthcare Capital Management
Virginia
$259K -$541 -2 -0.2%
MSWM
2960
Master's Wealth Management
Pennsylvania
$259K +$11.1K +41 +4%
UHC
2961
Union Heritage Capital
Michigan
$259K – – –
GSIAS
2962
Garden State Investment Advisory Services
New Jersey
$259K -$18.4K -68 -6%
KG
2963
Kieckhefer Group
Wisconsin
$258K +$81.2K +300 +39%
ACC
2964
Acorn Creek Capital
Colorado
$258K +$5.41K +20 +2%
SWG
2965
Summit Wealth Group
Vermont
$258K -$6.22K -23 -2%
LBC
2966
Lane Brothers & Co
Arizona
$258K +$1.08K +4 +0.4%
LA
2967
Latitude Advisors
Florida
$258K -$13.5K -50 -4%
FF
2968
Formulate Financial
Florida
$257K -$63K -233 -18%
LWA
2969
Legacy Wealth Advisors
Florida
$257K +$287K +1,062 New
SFP
2970
Shepherd Financial Partners
Massachusetts
$257K -$271 -1 -0.1%
GA
2971
Gordian Advisors
Arizona
$256K +$812 +3 +0.3%
GTAM
2972
Global Trust Asset Management
Florida
$256K -$23.3K -86 -8%
MA
2973
MKT Advisors
California
$256K -$42.2K -156 -13%
PD
2974
Planning Directions
Pennsylvania
$256K +$1.62K +6 +0.6%
LGW
2975
Leslie Global Wealth
Illinois
$256K +$5.14K +19 +2%
117 118
119
120 121