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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
RIA
1751
Retirement Investment Advisors
Oklahoma
$824K +$247K +1,110 +42%
SPC
1752
Spirepoint Private Client
Florida
$824K -$2.67K -12 -0.3%
SFC
1753
Strategic Financial Concepts
Texas
$823K +$170K +765 +26%
WA
1754
Wealth Architects
California
$822K -$8.02K -36 -1%
OW
1755
Olistico Wealth
Oklahoma
$822K +$100K +450 +14%
LW
1756
Libra Wealth
California
$820K +$165K +740 +25%
MMA
1757
Miracle Mile Advisors
California
$820K +$482K +2,163 +138%
WP
1758
WMS Partners
Maryland
$819K -$27.2K -122 -3%
DWM
1759
Destination Wealth Management
California
$818K +$316K +1,421 +62%
WFI
1760
West Family Investments
California
$818K -$9.8K -44 -1%
WAG
1761
Wallace Advisory Group
California
$816K +$120K +538 +17%
SIA
1762
Soltis Investment Advisors
Utah
$814K +$137K +614 +20%
GTAM
1763
Global Trust Asset Management
Florida
$813K -$39.4K -177 -5%
MPIA
1764
Mountain Pacific Investment Advisers
Idaho
$807K – – –
JC
1765
JB Capital
Connecticut
$807K -$2.45K -11 -0.3%
IFWM
1766
Institute for Wealth Management
Colorado
$804K -$24.9K -112 -3%
WA1
1767
Wimmer Associates 1
California
$804K – – –
IAS
1768
Investment Advisory Services
Texas
$804K +$36.5K +164 +5%
FCAS
1769
First Command Advisory Services
Texas
$804K -$17.4K -78 -2%
AGP
1770
Autumn Glory Partners
Texas
$803K -$588K -2,640 -42%
HKAM
1771
Horizon Kinetics Asset Management
New York
$802K – – –
S
1772
Sachetta
Massachusetts
$801K -$223 -1 -0%
ML
1773
McAdam LLC
Pennsylvania
$800K +$15.6K +70 +2%
MIM
1774
MTM Investment Management
South Carolina
$799K +$891 +4 +0.1%
CAAM
1775
Cornerstone Advisors Asset Management
Pennsylvania
$798K +$668 +3 +0.1%
69 70
71
72 73