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IBM
IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
BFO
1301
Biltmore Family Office
North Carolina
$867K +$432K +3,036 +96%
HI
1302
Harbour Investments
Wisconsin
$863K +$781K +5,490 +831%
HNWAG
1303
High Net Worth Advisory Group
Florida
$862K +$35.6K +250 +4%
PG
1304
Patten Group
Tennessee
$859K -$20.2K -142 -2%
RMA
1305
Roffman Miller Associates
Pennsylvania
$857K +$110K +770 +14%
LWM
1306
Laidlaw Wealth Management
New York
$857K -$238K -1,676 -22%
VCS
1307
Vaughan & Co Securities
New Jersey
$856K – – –
DAM
1308
Delta Asset Management
Tennessee
$855K – – –
BFA
1309
Beacon Financial Advisory
Ohio
$855K +$31.7K +223 +4%
MFG
1310
Monte Financial Group
Connecticut
$854K -$20.1K -141 -2%
IC
1311
Inscription Capital
Texas
$853K -$136K -955 -14%
PWAM
1312
Pinnacle West Asset Management
Wyoming
$852K +$48.4K +340 +6%
MPWT
1313
MassMutual Private Wealth & Trust
Connecticut
$850K +$16.9K +119 +2%
FFA
1314
Founders Financial Alliance
North Carolina
$850K -$20.9K -147 -2%
BAM
1315
Berkshire Asset Management
Pennsylvania
$849K +$2.42K +17 +0.3%
PCMM
1316
Piedmont Capital Management (Montana)
Montana
$847K -$7.54K -53 -0.9%
LAS
1317
Lloyd Advisory Services
Georgia
$846K +$858K +6,033 New
NG
1318
Norden Group
Utah
$846K +$858K +6,033 New
GIP
1319
Granite Investment Partners
California
$846K -$17.8K -125 -2%
SAM
1320
Summit Asset Management
Tennessee
$844K -$10.7K -75 -1%
QT
1321
Quantbot Technologies
New York
$844K -$1.96M -13,763 -70%
NSAM
1322
North Star Asset Management
Wisconsin
$843K -$98.5K -692 -10%
WA
1323
Waddell & Associates
Tennessee
$842K +$56.9K +400 +7%
REMPR
1324
Roof Eidam Maycock Peralta (REMP)
California
$841K +$222K +1,560 +35%
BWA
1325
Burt Wealth Advisors
Maryland
$841K +$285 +2 +0%
51 52
53
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