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IBM
IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
AI
1251
Arvest Investments
Arkansas
$1.75M -$123K -552 -6%
AGP
1252
Aspire Growth Partners
Florida
$1.75M +$1.74M +7,831 New
AO
1253
Advisor OS
Illinois
$1.74M -$87.3K -392 -5%
EB
1254
Exchange Bank
California
$1.74M +$38.1K +171 +2%
HFBOT
1255
Home Federal Bank of Tennessee
Tennessee
$1.72M -$4.68K -21 -0.3%
HNB
1256
Hilltop National Bank
Wyoming
$1.72M +$450K +2,022 +35%
BHBT
1257
Burke & Herbert Bank & Trust
Virginia
$1.72M +$7.13K +32 +0.4%
VWM
1258
Venturi Wealth Management
Texas
$1.72M +$24.1K +108 +1%
AWE
1259
Avidian Wealth Enterprises
Texas
$1.72M +$39.9K +179 +2%
RMP
1260
Richards, Merrill & Peterson
Washington
$1.71M +$1.74M +7,800 New
XT
1261
XTX Topco
Cayman Islands
$1.71M -$3.15M -14,142 -65%
JAG
1262
Journey Advisory Group
Kentucky
$1.71M – – –
SQA
1263
Simon Quick Advisors
New Jersey
$1.71M +$131K +589 +8%
SEIA
1264
Signature Estate & Investment Advisors
California
$1.71M +$6.46K +29 +0.4%
MWA
1265
Midland Wealth Advisors
Illinois
$1.71M -$187K -841 -10%
NAS
1266
Nicolet Advisory Services
Wisconsin
$1.71M -$94K -422 -5%
DFG
1267
Delta Financial Group
New Jersey
$1.7M +$1.72M +7,728 New
SA
1268
Strategic Advisors
New York
$1.7M -$2.61M -11,738 -60%
CFA
1269
CWS Financial Advisors
Michigan
$1.7M – – –
CCT
1270
Capital City Trust
Florida
$1.68M -$59.5K -267 -3%
GS
1271
GWN Securities
Florida
$1.68M +$1.66M +7,463 New
WCM
1272
Weik Capital Management
Pennsylvania
$1.67M -$5.57K -25 -0.3%
OL
1273
one8zero8 LLC
North Carolina
$1.67M +$1.69M +7,607 New
RAM
1274
Roanoke Asset Management
New Jersey
$1.67M – – –
JF
1275
Joule Financial
Kentucky
$1.66M +$481K +2,160 +40%
49 50
51
52 53