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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
RIA
1826
Retirement Investment Advisors
Oklahoma
$1.09M – – –
MF
1827
Montis Financial
Massachusetts
$1.09M +$5.04K +20 +0.5%
SPC
1828
Spirepoint Private Client
Florida
$1.09M -$102K -403 -9%
BCP
1829
Blackhawk Capital Partners
Wisconsin
$1.09M +$973K +3,862 New
OC
1830
Oakworth Capital
Alabama
$1.09M +$76.8K +305 +9%
RWM
1831
Revisor Wealth Management
Ohio
$1.08M +$64.5K +256 +7%
OA
1832
Oxbow Advisors
Texas
$1.08M +$7.05K +28 +0.7%
IA
1833
IMZ Advisory
Florida
$1.08M – – –
SL
1834
Sentinus LLC
Illinois
$1.07M +$358K +1,419 +59%
PS
1835
Planned Solutions
California
$1.07M +$6.8K +27 +0.7%
DCM
1836
Delaney Capital Management
$1.07M +$20.4K +81 +2%
LWAM
1837
Legacy Wealth Asset Management
Minnesota
$1.07M -$7.81K -31 -0.8%
JWWM
1838
Johnson & White Wealth Management
Pennsylvania
$1.06M -$6.3K -25 -0.7%
WCAMG
1839
Woodard & Company Asset Management Group
North Carolina
$1.06M +$14.4K +57 +2%
LOWM
1840
Laurel Oak Wealth Management
New Jersey
$1.06M +$24.2K +96 +3%
KCM
1841
Kendall Capital Management
Maryland
$1.06M +$32.8K +130 +4%
HCP
1842
Hexagon Capital Partners
Arkansas
$1.06M -$46.9K -186 -5%
JHP
1843
James Hambro & Partners
United Kingdom
$1.06M -$8.04M -31,916 -89%
WDG
1844
Wealth Dimensions Group
Ohio
$1.06M -$15.1K -60 -2%
SIS
1845
Strategic Investment Solutions
Illinois
$1.06M +$68K +270 +8%
TWP
1846
Triad Wealth Partners
Kansas
$1.06M +$235K +933 +25%
SAM
1847
Sompo Asset Management
Japan
$1.05M +$68K +270 +8%
KFS
1848
Keynote Financial Services
Connecticut
$1.05M – – –
KIG
1849
Kennedy Investment Group
New Jersey
$1.05M +$39.6K +157 +4%
DDC
1850
DF Dent & Co
Maryland
$1.05M -$3.78K -15 -0.4%
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