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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
OPPS
1426
Obsidian Personal Planning Solutions
Maryland
$1.24M -$1.37K -7 -0.1%
SFA
1427
Souders Financial Advisors
Ohio
$1.23M +$233K +1,186 +27%
MA
1428
MBA Advisors
Pennsylvania
$1.23M -$7.45K -38 -0.7%
DAM
1429
Delta Asset Management
Tennessee
$1.23M -$196 -1 -0%
AF
1430
Arrow Financial
New York
$1.23M -$10.8K -55 -1%
CCA
1431
Cobblestone Capital Advisors
New York
$1.23M -$49.6K -253 -4%
IA
1432
Insight Advisors
Pennsylvania
$1.23M +$11K +56 +1%
ACI
1433
Alpha Cubed Investments
California
$1.22M -$319K -1,628 -23%
UWPG
1434
Ullmann Wealth Partners Group
Florida
$1.22M +$501K +2,553 +86%
IBOK
1435
Independence Bank of Kentucky
Kentucky
$1.22M +$387K +1,972 +55%
CCG
1436
Coastwise Capital Group
California
$1.22M +$64.7K +330 +6%
HW
1437
Hancock Whitney
Mississippi
$1.22M -$17.5K -89 -2%
RBFC
1438
Roman Butler Fullerton & Co
Missouri
$1.22M +$588 +3 +0.1%
MVA
1439
Mount Vernon Associates
Maryland
$1.22M – – –
PPWP
1440
Premier Path Wealth Partners
New Jersey
$1.22M +$42.5K +217 +4%
RHAM
1441
Round Hill Asset Management
California
$1.22M -$1.99M -10,171 -65%
T
1442
TOBAM
France
$1.22M -$1.24M -6,317 -53%
1IA
1443
1620 Investment Advisors
Massachusetts
$1.21M -$6.27K -32 -0.6%
FAIM
1444
Financial Advocates Investment Management
Washington
$1.21M -$4.9K -25 -0.5%
CM
1445
Crestline Management
Texas
$1.21M +$1.07M +5,461 New
BFA
1446
Beacon Financial Advisory
Ohio
$1.21M +$14.9K +76 +1%
CFD
1447
Creative Financial Designs
Indiana
$1.2M -$18.6K -95 -2%
JF
1448
Joule Financial
Kentucky
$1.2M -$796K -4,058 -43%
PWPS
1449
Pinnacle Wealth Planning Services
Ohio
$1.2M +$93.7K +478 +10%
EWS
1450
Evergreen Wealth Solutions
Pennsylvania
$1.2M -$196K -1,000 -16%
56 57
58
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