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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
LOIP
3026
Live Oak Investment Partners
Texas
$63.4K – – –
RCM
3027
Richardson Capital Management
Wisconsin
$60.5K – – –
T
3028
Tidemark
California
$59.5K -$15.1K -68 -20%
MC
3029
Montag & Caldwell
Georgia
$59.4K +$60.1K +270 New
HC
3030
Hara Capital
Washington
$57.6K +$29.2K +131 +100%
AWM
3031
Activest Wealth Management
Florida
$56K +$1.56K +7 +3%
HB
3032
Horizon Bancorp
Indiana
$55K -$44.1K -198 -44%
APW
3033
Atlantic Private Wealth
North Carolina
$55K – – –
GA
3034
GoalVest Advisory
New York
$54.5K – – –
GK
3035
Graney & King
New York
$53.4K +$54.1K +243 New
EPIMS
3036
Evelyn Partners Investment Management Services
$51K +$51.7K +232 New
Q1WB
3037
Quest 10 Wealth Builders
Virginia
$50.6K +$51.2K +230 New
MLCM
3038
M & L Capital Management
United Kingdom
$48.4K +$49K +220 New
PC
3039
Promus Capital
Illinois
$48.4K +$49K +220 New
GG
3040
Gleason Group
Kentucky
$47.8K +$223 +1 +0.5%
RTL
3041
Red Tortoise LLC
Georgia
$47.2K +$2.67K +12 +6%
MBFW
3042
Morton Brown Family Wealth
Pennsylvania
$45.5K -$28.7K -129 -38%
SC
3043
Steph & Co
Wisconsin
$45.5K – – –
CIAS
3044
CBIZ Investment Advisory Services
Ohio
$45.4K +$2K +9 +5%
LG
3045
LAM Group
Oregon
$44.4K – – –
FNWA
3046
Financial Network Wealth Advisors
Utah
$44K -$337K -1,512 -88%
OLVIG
3047
Oliver Lagore Vanvalin Investment Group
Michigan
$44K – – –
CJ
3048
Caitlin John
Michigan
$43.9K -$6.24K -28 -12%
IA
3049
IFS Advisors
Kansas
$43.3K – – –
JEST
3050
JTC Employer Solutions Trustee
Jersey
$43K – – –
120 121
122
123 124