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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
TFG
3526
Team Financial Group
California
$107K +$599 +2 +0.6%
CMA
3527
Cedar Mountain Advisors
Oregon
$107K +$299 +1 +0.3%
T
3528
Tidemark
California
$106K +$14.4K +48 +15%
NOI
3529
Newton One Investments
Delaware
$105K +$599 +2 +0.6%
PAG
3530
Paladin Advisory Group
Iowa
$103K – – –
GJIA
3531
Glass Jacobson Investment Advisors
Maryland
$103K – – –
GA
3532
GoalVest Advisory
New York
$102K – – –
CVM
3533
Cheviot Value Management
California
$96.5K – – –
PG
3534
Proffitt & Goodson
Tennessee
$96K – – –
EWM
3535
Evolution Wealth Management
Florida
$96K +$6.29K +21 +7%
EWA
3536
EQ Wealth Advisors
Texas
$96K +$97K +324 New
DT
3537
DV Trading
Illinois
$94.8K +$95.8K +320 New
BC
3538
Bayforest Capital
United Kingdom
$94.5K +$95.5K +319 New
CAM
3539
Clarity Asset Management
Iowa
$92.6K -$15.3K -51 -14%
MSWM
3540
Mowery & Schoenfeld Wealth Management
Illinois
$90.2K +$8.39K +28 +10%
FGAM
3541
Financial Gravity Asset Management
Texas
$88.9K – – –
W
3542
WealthCollab
Washington
$88.9K – – –
PCFFS
3543
Pacific Center for Financial Services
California
$88K – – –
AW
3544
Ankerstar Wealth
Texas
$88K +$88.9K +297 New
BTC
3545
Bank & Trust Company
Illinois
$87.7K – – –
BDPWM
3546
Barnes Dennig Private Wealth Management
Ohio
$87.1K – – –
RWM
3547
Rialto Wealth Management
New York
$87K +$32.9K +110 +60%
MBFW
3548
Morton Brown Family Wealth
Pennsylvania
$86.5K – – –
MIFH
3549
Migdal Insurance & Financial Holdings
Israel
$85K -$662K -2,209 -89%
Q1WB
3550
Quest 10 Wealth Builders
Virginia
$84.6K +$24.3K +81 +40%
140 141
142
143 144