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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
AIA
1676
AssuredPartners Investment Advisors
Florida
$1.02M -$29.8K -122 -3%
MLA
1677
My Legacy Advisors
Oregon
$1.02M +$4.65K +19 +0.5%
WLPWM
1678
Walled Lake Planning & Wealth Management
Illinois
$1.01M +$4.4K +18 +0.4%
PRTG
1679
Post Resch Tallon Group
New York
$1.01M – – –
OAM
1680
Oak Asset Management
California
$1.01M +$489 +2 +0%
OW
1681
Olistico Wealth
Oklahoma
$1.01M +$79.5K +325 +9%
CCB
1682
Cutter & Co Brokerage
Missouri
$1.01M -$45.5K -186 -4%
CWG
1683
Cornerstone Wealth Group
North Carolina
$1.01M +$74.1K +303 +8%
BFO
1684
Boston Family Office
Massachusetts
$1.01M -$57.5K -235 -5%
BIAS
1685
Beacon Investment Advisory Services
New Jersey
$1.01M -$182K -744 -16%
AWA
1686
Archvest Wealth Advisors
California
$1.01M +$2.45K +10 +0.2%
LCGC
1687
Legacy Capital Group California
California
$1M -$9.78K -40 -1%
GM
1688
GeoWealth Management
Illinois
$1M -$602K -2,460 -38%
WI
1689
WrapManager Inc
California
$999K -$48.9K -200 -5%
LIA
1690
LS Investment Advisors
Michigan
$997K -$363K -1,485 -27%
MIC
1691
Maxi Investments CY
Cyprus
$995K +$978K +4,000 New
CIG
1692
Cullen Investment Group
Louisiana
$995K +$3.91K +16 +0.4%
PAS
1693
PKS Advisory Services
New York
$988K -$42.8K -175 -4%
GJWM
1694
Gilliland Jeter Wealth Management
Arkansas
$986K -$1.47K -6 -0.2%
PMFA
1695
Plante Moran Financial Advisors
Michigan
$985K -$473K -1,934 -33%
CF
1696
Centaurus Financial
California
$985K -$156K -639 -14%
CWM
1697
Calamos Wealth Management
Illinois
$982K +$477K +1,950 +98%
WAM
1698
Weatherly Asset Management
California
$980K – – –
KFS
1699
Keynote Financial Services
Connecticut
$980K +$18.3K +75 +2%
1IA
1700
1620 Investment Advisors
Massachusetts
$979K -$343K -1,401 -26%
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