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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
QIM
1101
Quest Investment Management
Oregon
$2.59M – – –
CIA
1102
Compass Ion Advisors
Pennsylvania
$2.59M -$4.33K -16 -0.1%
SRA
1103
Secured Retirement Advisors
Minnesota
$2.59M +$1.01M +3,746 +54%
MA
1104
Modus Advisors
Minnesota
$2.58M +$1.29M +4,756 +81%
CFG
1105
Cooper Financial Group
California
$2.57M +$129K +475 +5%
CFIA
1106
Cantor Fitzgerald Investment Advisors
New York
$2.57M -$1.1M -4,083 -28%
RBC
1107
Roble Belko & Company
Pennsylvania
$2.57M -$90.4K -334 -3%
IF
1108
Ironwood Financial
Arizona
$2.56M +$2.71K +10 +0.1%
SLFPAM
1109
St. Louis Financial Planners Asset Management
Missouri
$2.56M +$2.86M +10,575 New
AO
1110
Advisor OS
Illinois
$2.56M +$183K +675 +7%
BONH
1111
Bank of New Hampshire
New Hampshire
$2.55M +$3.79K +14 +0.1%
SFM
1112
Signet Financial Management
New Jersey
$2.55M +$45.2K +167 +2%
GFPC
1113
Global Financial Private Client
Florida
$2.55M +$108K +400 +4%
MGWM
1114
Marks Group Wealth Management
Minnesota
$2.55M -$61.1K -226 -2%
BAM
1115
Belpointe Asset Management
Nevada
$2.55M +$343K +1,266 +14%
AA
1116
Advisory Alpha
Michigan
$2.54M +$76.6K +283 +3%
CWA
1117
Centennial Wealth Advisory
Michigan
$2.54M +$249K +919 +10%
SC
1118
Schulhoff & Co
Ohio
$2.53M – – –
SMH
1119
Sanders Morris Harris
Texas
$2.52M +$2.82M +10,417 New
PAM
1120
Panagora Asset Management
Massachusetts
$2.52M -$164K -606 -5%
KIA
1121
Koenig Investment Advisory
Oregon
$2.52M -$53.6K -198 -2%
NHC
1122
Nicholas Hoffman & Company
Georgia
$2.52M -$62.8K -232 -2%
SSA
1123
Sierra Summit Advisors
Nevada
$2.52M -$260K -960 -8%
QI
1124
Qtron Investments
Massachusetts
$2.52M +$541 +2 +0%
CAM
1125
Cozad Asset Management
Illinois
$2.52M -$48.7K -180 -2%
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