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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
1226
PBMares Wealth Management
Virginia
$924K -$60.6K -453 -6%
FFA
1227
First Foundation Advisors
California
$921K +$58.7K +439 +7%
IAM
1228
Innovis Asset Management
Illinois
$919K +$48K +359 +5%
AWA
1229
Arkadios Wealth Advisors
Georgia
$915K +$128K +955 +16%
DE
1230
Day & Ennis
Georgia
$915K +$535 +4 +0.1%
TPWM
1231
Twelve Points Wealth Management
Massachusetts
$913K +$281K +2,101 +43%
RMSCM
1232
R.M. Sincerbeaux Capital Management
New York
$912K – – –
LSPW
1233
Lake Street Private Wealth
Illinois
$909K -$10.8K -81 -1%
WCM
1234
Whitener Capital Management
North Carolina
$909K -$57.1K -427 -6%
AB
1235
Atlas Brown
Kentucky
$908K +$10.4K +78 +1%
IIM
1236
Ironwood Investment Management
Massachusetts
$908K +$64.2K +480 +7%
WMA
1237
Wealth Management Associates
New Jersey
$906K -$50.6K -378 -5%
TBNY
1238
Trustco Bank (New York)
New York
$903K -$17.8K -133 -2%
FSA
1239
Fort Sheridan Advisors
Illinois
$903K +$10.7K +80 +1%
LOAMS
1240
Lombard Odier Asset Management (Switzerland)
Switzerland
$900K +$129K +962 +16%
TWA
1241
TCI Wealth Advisors
Arizona
$897K -$1.47K -11 -0.2%
IWP
1242
Icon Wealth Partners
Texas
$895K +$914K +6,830 New
WCM
1243
Washington Capital Management
Washington
$893K -$44.1K -330 -5%
DEA
1244
DoubleLine ETF Adviser
Florida
$892K +$151K +1,129 +20%
IP
1245
Investment Partners
Ohio
$892K +$33.2K +248 +4%
MAM
1246
Mystic Asset Management
Rhode Island
$892K +$8.16K +61 +0.9%
SPA
1247
Sherbrooke Park Advisers
New York
$891K +$910K +6,800 New
MA
1248
MONECO Advisors
Connecticut
$890K -$19.1K -143 -2%
HL
1249
HeadInvest LLC
Maine
$890K -$14.7K -110 -2%
EWA
1250
Etesian Wealth Advisors
Oregon
$888K +$36.9K +276 +4%
48 49
50
51 52