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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
1676
Cape Investment Advisory
Georgia
$913K +$6.46K +29 +0.7%
PAS
1677
PKS Advisory Services
New York
$912K +$924K +4,149 New
AA
1678
Argent Advisors
Louisiana
$911K -$49K -220 -5%
NB
1679
Nicolet Bankshares
Wisconsin
$911K -$1.02M -4,593 -53%
VCS
1680
Vaughan & Co Securities
New Jersey
$911K -$47.2K -212 -5%
LIA
1681
LifePlan Investment Advisors
North Carolina
$909K – – –
PFW
1682
Petros Family Wealth
Minnesota
$907K +$919K +4,125 New
PRTG
1683
Post Resch Tallon Group
New York
$902K +$914K +4,102 New
TKP
1684
Tallon Kerry Patrick
$902K +$914K +4,102 New
QWP
1685
Quotient Wealth Partners
Texas
$902K +$26.5K +119 +3%
PC
1686
Port Capital
Illinois
$899K -$5.12K -23 -0.6%
PFGIA
1687
Patriot Financial Group Insurance Agency
Massachusetts
$899K -$7.35K -33 -0.8%
CA
1688
Continuum Advisory
Idaho
$897K +$2.23K +10 +0.2%
LCGC
1689
Legacy Capital Group California
California
$896K -$6.24K -28 -0.7%
IA
1690
IFG Advisory
Georgia
$894K +$906K +4,068 New
MLA
1691
My Legacy Advisors
Oregon
$894K -$14K -63 -2%
OAM
1692
Oak Asset Management
California
$894K -$2.45K -11 -0.3%
WLPWM
1693
Walled Lake Planning & Wealth Management
Illinois
$893K +$4.23K +19 +0.5%
LTAS
1694
Linden Thomas Advisory Services
North Carolina
$892K +$219K +984 +32%
DWM
1695
Dopkins Wealth Management
New York
$888K +$98.2K +441 +12%
AWA
1696
Archvest Wealth Advisors
California
$887K +$2.45K +11 +0.3%
FCM
1697
Firestone Capital Management
Florida
$882K – – –
HBT
1698
Heartland Bank & Trust
Illinois
$882K -$25.8K -116 -3%
AI
1699
Accredited Investors
Minnesota
$880K +$6.68K +30 +0.8%
AFWM
1700
AMJ Financial Wealth Management
Virginia
$880K -$4.23K -19 -0.5%
66 67
68
69 70