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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
3576
Peterson Wealth Management
Nevada
$19K – – –
AIM
3577
Access Investment Management
Georgia
$18.3K – – –
HAP
3578
Harbor Asset Planning
Massachusetts
$17.7K – – –
HB
3579
Horizon Bancorp
Indiana
$17K -$25.2K -100 -62%
1NWS
3580
1 North Wealth Services
Maryland
$15.2K +$11.1K +44 +440%
BCV
3581
Banque Cantonale Vaudoise
Switzerland
$14.8K -$3.89M -15,441 -23%
LAM
3582
Lummis Asset Management
Texas
$14.6K – – –
CIAM
3583
Caitong International Asset Management
Hong Kong
$14.6K +$12.6K +50 +2,500%
NWS
3584
Nvest Wealth Strategies
Ohio
$14.1K – – –
MFS
3585
Montgomery Financial Services
Maryland
$14.1K +$12.6K +50 New
NWM
3586
Navigoe Wealth Management
California
$14K +$2.52K +10 +25%
FG
3587
Fairman Group
Pennsylvania
$13.9K +$252 +1 +2%
SAM
3588
Sherman Asset Management
California
$13.2K +$3.53K +14 +42%
AT
3589
Arlington Trust
Alabama
$11.8K -$7.56K -30 -42%
GCM
3590
Gunpowder Capital Management
Maryland
$11.5K – – –
SFG
3591
Strive Financial Group
Indiana
$11.5K – – –
JFG
3592
JDM Financial Group
Texas
$9.28K – – –
GF
3593
GGM Financials
Ohio
$8.6K +$252 +1 +3%
PSFG
3594
Park Square Financial Group
Georgia
$8.44K -$5.54K -22 -42%
OAG
3595
Oakmont Advisory Group
New Mexico
$7.41K +$6.55K +26 New
PP
3596
Pacifica Partners
Canada
$6.66K -$287K -1,138 -98%
RG
3597
RHL Group
Michigan
$6.18K -$7.05K -28 -56%
DWS
3598
Dynamic Wealth Strategies
California
$5.62K +$3.27K +13 +186%
PWS
3599
Peterson Wealth Services
Utah
$5.34K +$4.79K +19 New
CFP
3600
Comprehensive Financial Planning
Pennsylvania
$5.07K – – –
142 143
144
145 146