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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
IPW
1701
Intergy Private Wealth
Colorado
$1.19M -$6.54K -25 -0.6%
GFA
1702
Gallagher Fiduciary Advisors
Illinois
$1.19M +$21.5K +82 +2%
GCM
1703
Gallacher Capital Management
Colorado
$1.19M +$913K +3,487 +480%
BP
1704
BBR Partners
New York
$1.19M +$7.59K +29 +0.7%
AP
1705
Atwood & Palmer
Missouri
$1.19M – – –
WRPWM
1706
Werba Rubin Papier Wealth Management
California
$1.18M +$7.59K +29 +0.7%
WP
1707
WealthShield Partners
North Carolina
$1.18M +$69.9K +267 +7%
EFG
1708
Ethos Financial Group
Pennsylvania
$1.18M -$16K -61 -1%
FWM
1709
ForthRight Wealth Management
Georgia
$1.18M +$540K +2,064 +98%
EW
1710
Evoke Wealth
California
$1.18M +$148K +564 +16%
BWP
1711
BSW Wealth Partners
Colorado
$1.17M -$4.71K -18 -0.4%
OW
1712
Olistico Wealth
Oklahoma
$1.17M – – –
KLCM
1713
KG&L Capital Management
Louisiana
$1.16M +$351K +1,340 +48%
KNW
1714
Kesler Norman & Wride
Utah
$1.16M -$223K -851 -14%
MCM
1715
Mill Capital Management
North Carolina
$1.16M – – –
WDG
1716
Wealth Dimensions Group
Ohio
$1.16M -$39.3K -150 -4%
RL
1717
Rogco LP
Oklahoma
$1.16M +$1.04M +3,959 +2,730%
OIM
1718
Oder Investment Management
California
$1.15M +$1.83K +7 +0.2%
OAM
1719
Oak Asset Management
California
$1.15M +$524 +2 +0%
AWA
1720
Archvest Wealth Advisors
California
$1.15M +$4.45K +17 +0.4%
CRM
1721
Cramer Rosenthal McGlynn
Connecticut
$1.15M +$1.06M +4,065 New
OWA
1722
Opal Wealth Advisors
New York
$1.15M +$120K +458 +13%
ABWM
1723
Alpine Bank Wealth Management
Colorado
$1.15M -$19.4K -74 -2%
CAAM
1724
Cornerstone Advisors Asset Management
Pennsylvania
$1.15M +$78.5K +300 +8%
PFSC
1725
Peoples Financial Services Corp
Pennsylvania
$1.15M -$6.54K -25 -0.6%
67 68
69
70 71