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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
CFS
1226
CRA Financial Services
New Jersey
$677K +$18.5K +159 +3%
PHS
1227
Pekin Hardy Strauss
Illinois
$676K – – –
ATC
1228
Adirondack Trust Company
New York
$674K -$25K -215 -4%
FANJ
1229
Financial Architects (New Jersey)
New Jersey
$674K +$15.7K +135 +2%
OAM
1230
Oak Asset Management
California
$673K +$43.1K +371 +7%
WA
1231
WBH Advisory
Maryland
$673K +$72.9K +628 +12%
CAC
1232
Certified Advisory Corp
Florida
$671K -$18K -155 -3%
SC
1233
SouthState Corp
Florida
$671K -$13K -112 -2%
PCG
1234
Private Capital Group
Connecticut
$668K +$10.8K +93 +2%
WMA
1235
Wealth Management Associates
New Jersey
$667K +$5.92K +51 +0.9%
MCM
1236
Magnolia Capital Management
New York
$666K -$184K -1,584 -22%
BEC
1237
Blue Edge Capital
Virginia
$664K – – –
AL
1238
AJO LP
Pennsylvania
$664K -$16.6M -143,345 -96%
ITIM
1239
Indiana Trust & Investment Management
Indiana
$662K +$465 +4 +0.1%
CWP
1240
CFM Wealth Partners
Texas
$658K -$42.5K -366 -6%
SWM
1241
Stockman Wealth Management
Montana
$658K +$1.28K +11 +0.2%
CFD
1242
Creative Financial Designs
Indiana
$656K +$26.2K +226 +4%
ATFA
1243
All Terrain Financial Advisors
Minnesota
$652K -$132K -1,139 -17%
AC
1244
Abbrea Capital
California
$652K +$6.62K +57 +1%
KWMG
1245
King Wealth Management Group
Florida
$652K +$252K +2,174 +63%
CFA
1246
Capstone Financial Advisors
Illinois
$651K +$581 +5 +0.1%
GFS
1247
GYL Financial Synergies
Connecticut
$651K +$655K +5,640 New
LTI
1248
Laffer Tengler Investments
Tennessee
$650K +$105K +906 +19%
RAM
1249
Roanoke Asset Management
New Jersey
$649K +$581 +5 +0.1%
WANY
1250
Wealthspire Advisors (New York)
New York
$648K -$2.69M -23,195 -81%
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