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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
TIA
1676
Traphagen Investment Advisors
New Jersey
$919K +$223K +1,002 +32%
CCG
1677
Chatham Capital Group
Georgia
$914K +$355K +1,592 +62%
CIA
1678
Cape Investment Advisory
Georgia
$913K +$6.46K +29 +0.7%
PAS
1679
PKS Advisory Services
New York
$912K +$924K +4,149 New
AA
1680
Argent Advisors
Louisiana
$911K -$49K -220 -5%
NB
1681
Nicolet Bankshares
Wisconsin
$911K -$1.02M -4,593 -53%
VCS
1682
Vaughan & Co Securities
New Jersey
$911K -$47.2K -212 -5%
LIA
1683
LifePlan Investment Advisors
North Carolina
$909K – – –
PFW
1684
Petros Family Wealth
Minnesota
$907K +$919K +4,125 New
PRTG
1685
Post Resch Tallon Group
New York
$902K +$914K +4,102 New
TKP
1686
Tallon Kerry Patrick
$902K +$914K +4,102 New
QWP
1687
Quotient Wealth Partners
Texas
$902K +$26.5K +119 +3%
PC
1688
Port Capital
Illinois
$899K -$5.12K -23 -0.6%
PFGIA
1689
Patriot Financial Group Insurance Agency
Massachusetts
$899K -$7.35K -33 -0.8%
CA
1690
Continuum Advisory
Idaho
$897K +$2.23K +10 +0.2%
LCGC
1691
Legacy Capital Group California
California
$896K -$6.24K -28 -0.7%
IA
1692
IFG Advisory
Georgia
$894K +$906K +4,068 New
MLA
1693
My Legacy Advisors
Oregon
$894K -$14K -63 -2%
OAM
1694
Oak Asset Management
California
$894K -$2.45K -11 -0.3%
WLPWM
1695
Walled Lake Planning & Wealth Management
Illinois
$893K +$4.23K +19 +0.5%
LTAS
1696
Linden Thomas Advisory Services
North Carolina
$892K +$219K +984 +32%
DWM
1697
Dopkins Wealth Management
New York
$888K +$98.2K +441 +12%
AWA
1698
Archvest Wealth Advisors
California
$887K +$2.45K +11 +0.3%
FCM
1699
Firestone Capital Management
Florida
$882K – – –
HBT
1700
Heartland Bank & Trust
Illinois
$882K -$25.8K -116 -3%
66 67
68
69 70