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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
WJS
1176
William John Sempolinski
Massachusetts
$2.85M +$2.88M +9,630 New
AIS
1177
American Investment Services
Massachusetts
$2.85M -$1.42M -4,729 -33%
PWC
1178
Pathfinder Wealth Consulting
North Carolina
$2.85M +$2.88M +9,612 New
ABTD
1179
Arvest Bank Trust Division
Oklahoma
$2.85M -$339K -1,131 -11%
HIP
1180
HUB Investment Partners
Texas
$2.85M -$6.59K -22 -0.2%
LHC
1181
Little House Capital
Massachusetts
$2.84M -$94.3K -315 -3%
AWAU
1182
Alliance Wealth Advisors (Utah)
Utah
$2.83M -$1.42M -4,725 -33%
RSWM
1183
Robertson Stephens Wealth Management
California
$2.83M -$1.12M -3,730 -28%
CWA
1184
Centennial Wealth Advisory
Michigan
$2.83M +$13.5K +45 +0.5%
RI
1185
RWWM Inc
California
$2.83M -$199K -664 -7%
SB
1186
Strategic Blueprint
Georgia
$2.82M -$1.03M -3,435 -26%
WAM
1187
Westport Asset Management
Connecticut
$2.82M – – –
A
1188
Argentarii
Ohio
$2.81M +$2.4K +8 +0.1%
EL
1189
Essex LLC
Illinois
$2.81M +$13.2K +44 +0.5%
GAA
1190
Global Assets Advisory
Florida
$2.81M -$769K -2,569 -21%
SWM
1191
SeaCrest Wealth Management
New York
$2.8M -$13.5K -45 -0.5%
IAN
1192
Integrated Advisors Network
Texas
$2.79M -$140K -469 -5%
CT
1193
Clearstead Trust
Maine
$2.78M -$39.8K -133 -1%
FA
1194
Fagan Associates
New York
$2.78M +$145K +485 +5%
KIA
1195
KCM Investment Advisors
California
$2.77M -$90.1K -301 -3%
SA
1196
Strategic Advisors
New York
$2.77M +$164K +548 +6%
IC
1197
Inscription Capital
Texas
$2.75M +$532K +1,775 +24%
NERM
1198
New England Research & Management
Illinois
$2.74M -$418K -1,395 -13%
RA
1199
RoundAngle Advisors
New Jersey
$2.74M +$60.2K +201 +2%
BAM
1200
Belpointe Asset Management
Nevada
$2.74M -$148K -494 -5%
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