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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
HC
3126
Hoese & Co
Minnesota
$88.8K – – –
NOI
3127
Newton One Investments
Delaware
$86.8K +$489 +2 +0.6%
PAG
3128
Paladin Advisory Group
Iowa
$86.5K – – –
WTFG
3129
Wood Tarver Financial Group
Idaho
$86.3K – – –
XC
3130
XY Capital
Hong Kong
$86K +$57.7K +236 +215%
HFS
3131
Hughes Financial Services
Virginia
$85.4K +$83.4K +341 New
HIMS
3132
Hager Investment Management Services
New Hampshire
$84.5K +$2.45K +10 +3%
CVM
3133
Cheviot Value Management
California
$81.7K +$80.2K +328 New
EFMH
3134
E Fund Management (HK)
Hong Kong
$78K +$76.3K +312 New
CIAS
3135
CBIZ Investment Advisory Services
Ohio
$77.8K +$26.2K +107 +52%
PCFFS
3136
Pacific Center for Financial Services
California
$77.6K – – –
WA
3137
Whipplewood Advisors
Colorado
$76.8K -$29.4K -120 -39%
MBFW
3138
Morton Brown Family Wealth
Pennsylvania
$76.1K +$24.2K +99 +48%
JFA
3139
JNBA Financial Advisors
Minnesota
$75.8K -$49.7K -203 -40%
BCPWM
3140
Bradley & Co Private Wealth Management
Florida
$75.8K – – –
BFP
3141
Briaud Financial Planning
Texas
$75K – – –
ATC
3142
Advantage Trust Company
Kansas
$74.6K – – –
W
3143
WealthCollab
Washington
$74.6K – – –
BTC
3144
Bank & Trust Company
Illinois
$73.6K -$19.6K -80 -21%
BDPWM
3145
Barnes Dennig Private Wealth Management
Ohio
$73.1K +$71.9K +294 New
LI
3146
Louisbourg Investments
New Brunswick, Canada
$72.1K -$34.7K -142 -33%
MIM
3147
Manitou Investment Management
Ontario, Canada
$69.6K +$68.5K +280 New
EWA
3148
EQ Wealth Advisors
Texas
$69.1K +$68K +278 New
AW
3149
Avion Wealth
Texas
$69K – – –
T
3150
Tidemark
California
$67.4K – – –
124 125
126
127 128