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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
AWE
1001
Avidian Wealth Enterprises
Texas
$1.34M -$169K -1,238 -11%
PWM
1002
Perigon Wealth Management
California
$1.34M +$20.6K +151 +2%
IIM
1003
Ironwood Investment Management
Massachusetts
$1.34M – – –
GIA
1004
Gateway Investment Advisers
Ohio
$1.33M -$48.5K -355 -4%
BTWM
1005
Baker Tilly Wealth Management
Wisconsin
$1.33M +$110K +808 +9%
MIP
1006
Marietta Investment Partners
Wisconsin
$1.33M +$7.11K +52 +0.6%
AWM
1007
Absher Wealth Management
North Carolina
$1.33M -$80.1K -586 -6%
LJAC
1008
L.J. Altfest & Co
New York
$1.32M -$98.9K -723 -7%
FBC
1009
Fairfield, Bush & Co
Connecticut
$1.32M +$163K +1,192 +14%
LC
1010
Lindbrook Capital
California
$1.32M +$76.2K +557 +6%
CFA
1011
CWS Financial Advisors
Michigan
$1.31M -$9.98K -73 -0.8%
ACI
1012
Alpha Cubed Investments
California
$1.3M +$142K +1,037 +13%
LF
1013
Lantz Financial
Illinois
$1.3M +$118K +866 +10%
BP
1014
Ballentine Partners
Massachusetts
$1.3M -$19.8K -145 -2%
PWMAG
1015
Pinnacle Wealth Management Advisory Group
New Jersey
$1.3M +$117K +853 +10%
IWP
1016
Icon Wealth Partners
Texas
$1.29M +$8.62K +63 +0.7%
PGWM
1017
Parisi Gray Wealth Management
New Jersey
$1.29M +$1.09K +8 +0.1%
VFA
1018
Valeo Financial Advisors
Indiana
$1.28M -$6.7K -49 -0.5%
GT
1019
Greenleaf Trust
Michigan
$1.28M +$31K +227 +3%
DJSG
1020
D.J. St. Germain
Massachusetts
$1.28M -$39K -285 -3%
NGA
1021
Naples Global Advisors
Florida
$1.28M +$2.6K +19 +0.2%
IBOK
1022
Independence Bank of Kentucky
Kentucky
$1.28M +$12.9K +94 +1%
PTC
1023
Private Trust Company
Ohio
$1.28M +$19.1K +140 +2%
FANJ
1024
Financial Architects (New Jersey)
New Jersey
$1.27M +$239K +1,750 +24%
MAM
1025
Mastrapasqua Asset Management
Tennessee
$1.27M +$161K +1,177 +15%
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