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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
GTAM
1651
Global Trust Asset Management
Florida
$1.25M +$441K +1,711 +68%
SFS
1652
Strategic Financial Services
New York
$1.25M +$11.9K +46 +1%
DHC
1653
Drum Hill Capital
Connecticut
$1.25M – – –
LI
1654
LRI Investments
Florida
$1.25M -$60K -233 -5%
EFG
1655
Ethos Financial Group
Pennsylvania
$1.25M +$450K +1,747 +70%
PWM
1656
Palacios Wealth Management
Florida
$1.25M -$72.4K -281 -6%
CFD
1657
Creative Financial Designs
Indiana
$1.25M +$156K +605 +17%
AC
1658
AlpenGlobal Capital
California
$1.25M +$1.09M +4,225 New
WC
1659
Westerkirk Capital
$1.24M +$1.09M +4,222 New
DDC
1660
DF Dent & Co
Maryland
$1.24M +$109K +425 +11%
FHWM
1661
Fox Hill Wealth Management
Massachusetts
$1.24M -$37.4K -145 -3%
DWA
1662
Delos Wealth Advisors
Texas
$1.24M – – –
AP
1663
Atwood & Palmer
Missouri
$1.24M +$13.1K +51 +1%
BWP
1664
BSW Wealth Partners
Colorado
$1.23M +$1.08M +4,177 New
BP
1665
BBR Partners
New York
$1.23M -$2.32K -9 -0.2%
CIG
1666
Cullen Investment Group
Louisiana
$1.23M +$44.3K +172 +4%
WRPWM
1667
Werba Rubin Papier Wealth Management
California
$1.22M +$78.6K +305 +8%
RIM
1668
Reliant Investment Management
Tennessee
$1.22M +$63.1K +245 +6%
ABWM
1669
Alpine Bank Wealth Management
Colorado
$1.22M +$10.8K +42 +1%
OW
1670
Olistico Wealth
Oklahoma
$1.22M +$18K +70 +2%
GFA
1671
Gallagher Fiduciary Advisors
Illinois
$1.22M +$81.2K +315 +8%
PFW
1672
Petros Family Wealth
Minnesota
$1.22M -$35.6K -138 -3%
WA
1673
Waddell & Associates
Tennessee
$1.22M +$8.24K +32 +0.8%
FAG
1674
Fortitude Advisory Group
Washington
$1.22M +$136K +528 +15%
BW
1675
BXM Wealth
Colorado
$1.21M -$6.44K -25 -0.6%
65 66
67
68 69