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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
901
Cyndeo Wealth Partners
Florida
$1.83M -$3.42M -26,474 -66%
CSPAM
902
Cary Street Partners Asset Management
Virginia
$1.83M -$46.1K -357 -3%
VDI
903
Vaughan David Investments
Illinois
$1.82M -$28.8K -223 -2%
CA
904
Carson Advisory
Georgia
$1.82M -$58.1K -450 -3%
JIP
905
Jaffetilchin Investment Partners
Florida
$1.82M +$560K +4,336 +47%
WAP
906
Wealthcare Advisory Partners
Pennsylvania
$1.81M +$35.5K +275 +2%
LWAM
907
Legacy Wealth Asset Management
Minnesota
$1.81M +$116K +895 +7%
LCM
908
LVM Capital Management
Michigan
$1.81M +$16.8K +130 +1%
EM
909
Excalibur Management
Massachusetts
$1.81M -$62.3K -483 -3%
MCIA
910
Mountain Capital Investment Advisors
Colorado
$1.8M -$501K -3,880 -23%
OCM
911
Osterweis Capital Management
California
$1.8M -$455K -3,525 -21%
BJL
912
Brighton Jones LLC
Washington
$1.8M +$63.8K +494 +4%
JIC
913
Joel Isaacson & Co
New York
$1.8M +$17.7K +137 +1%
ISWM
914
Independent Solutions Wealth Management
New York
$1.8M +$97.6K +756 +6%
DT
915
Diversified Trust
Tennessee
$1.79M +$82.3K +638 +5%
CAMG
916
CWA Asset Management Group
Florida
$1.79M +$6.58K +51 +0.4%
CT
917
Cambridge Trust
Massachusetts
$1.79M -$33.9K -263 -2%
CWS
918
Confluence Wealth Services
Pennsylvania
$1.79M -$27.6K -214 -2%
MMG
919
Monetary Management Group
Missouri
$1.78M -$361K -2,800 -17%
WA
920
Waverly Advisors
Alabama
$1.78M +$131K +1,015 +8%
EP
921
Eudaimonia Partners
Tennessee
$1.78M -$89.4K -693 -5%
CCM
922
Chilton Capital Management
Texas
$1.77M -$8.13K -63 -0.5%
PWS
923
Peloton Wealth Strategists
Indiana
$1.76M -$9.68K -75 -0.6%
CW
924
CreativeOne Wealth
Kansas
$1.76M -$533K -4,132 -24%
BHPW
925
Beverly Hills Private Wealth
California
$1.75M +$498K +3,860 +46%
35 36
37
38 39