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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
LFASL
3401
Lugano Financial Advisors SA (LFA)
Switzerland
$25.5K – – –
BAM
3402
Bellevue Asset Management
Washington
$25.3K – – –
BW
3403
Basepoint Wealth
Iowa
$24.7K +$5.14K +19 +23%
HC
3404
Hara Capital
Washington
$24.2K – – –
SC
3405
Swan Capital
Florida
$24.2K – – –
MCRM
3406
Midway Capital Research & Management
Illinois
$24.2K +$27.1K +100 New
NA
3407
Networth Advisors
Pennsylvania
$24.2K +$27.1K +100 New
EA
3408
Evolution Advisers
Virginia
$24K – – –
LD
3409
Lipe & Dalton
New York
$24K – – –
CCMI
3410
Creative Capital Management Investments
California
$24K – – –
TCA
3411
Trifecta Capital Advisors
Illinois
$23.8K – – –
GWS
3412
Greykasell Wealth Strategies
California
$23.8K +$8.93K +33 +51%
EPIMS
3413
Evelyn Partners Investment Management Services
$23K – – –
AAG
3414
Accordant Advisory Group
Maryland
$22.3K -$27.1K -100 -52%
HWP
3415
Highline Wealth Partners
California
$22.3K -$13.5K -50 -35%
PL
3416
Protective Life
Alabama
$22.1K +$24.6K +91 New
MIM
3417
Marshall Investment Management
Colorado
$21.6K +$24.1K +89 New
SIM
3418
Synergy Investment Management
Florida
$21.3K +$23.8K +88 New
WAS
3419
Winch Advisory Services
Wisconsin
$21.1K – – –
EFMH
3420
E Fund Management (HK)
Hong Kong
$20.6K -$244K -903 -91%
CFM
3421
Cornerstone Financial Management
Massachusetts
$20.6K -$2.17K -8 -9%
BHWM
3422
Bay Harbor Wealth Management
Maryland
$20.1K +$2.44K +9 +12%
PJC
3423
Phillip James Consulting
Minnesota
$20K +$23K +85 New
RWS
3424
Retirement Wealth Solutions
Wisconsin
$19.7K – – –
RIAS
3425
Rachor Investment Advisory Services
Michigan
$19.4K – – –
135 136
137
138 139