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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
BOPW
1376
Brandywine Oak Private Wealth
Pennsylvania
$1.34M +$83.5K +426 +8%
BWA
1377
Burt Wealth Advisors
Maryland
$1.33M – – –
GIP
1378
Granite Investment Partners
California
$1.33M – – –
BW
1379
Bison Wealth
Georgia
$1.32M -$513K -2,615 -30%
AWS
1380
Arkfeld Wealth Strategies
Nebraska
$1.32M -$49.2K -251 -4%
AFG
1381
Argent Financial Group
Louisiana
$1.32M +$1.17M +5,957 New
GM
1382
GeoWealth Management
Illinois
$1.32M -$17.1K -87 -1%
TGAM
1383
TBH Global Asset Management
Tennessee
$1.31M – – –
WF
1384
WoodTrust Financial
Wisconsin
$1.31M -$52K -265 -4%
AA
1385
Ancora Advisors
Ohio
$1.31M -$433K -2,209 -27%
CIG
1386
Cascade Investment Group
Colorado
$1.31M -$12K -61 -1%
DPW
1387
DiNuzzo Private Wealth
Pennsylvania
$1.31M +$1.13M +5,783 +4,590%
HWA
1388
Heartwood Wealth Advisors
Virginia
$1.31M +$22.9K +117 +2%
OA
1389
Oak Associates
Ohio
$1.31M -$126K -642 -10%
MKC
1390
M. Kraus & Co
Vermont
$1.3M -$58.8K -300 -5%
FPGT
1391
Financial Partners Group (Tennessee)
Tennessee
$1.3M -$40.8K -208 -3%
FFO
1392
Fortitude Family Office
Arizona
$1.3M +$876K +4,470 +318%
HIA
1393
Harbor Investment Advisory
Maryland
$1.3M -$30.4K -155 -3%
UAG
1394
United Advisor Group
Ohio
$1.29M +$542K +2,765 +90%
RI
1395
Ridgewood Investments
New Jersey
$1.29M -$240K -1,222 -17%
GIA
1396
Gateway Investment Advisers
Ohio
$1.29M -$23.5K -120 -2%
MSCM
1397
McElhenny Sheffield Capital Management
Texas
$1.29M +$588 +3 +0.1%
SWIM
1398
Smallwood Wealth Investment Management
New Jersey
$1.29M – – –
AIM
1399
Aspen Investment Management
Michigan
$1.29M +$2.35K +12 +0.2%
RIG
1400
Renaissance Investment Group
Massachusetts
$1.28M +$58.8K +300 +5%
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