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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
FCM
1826
Firestone Capital Management
Florida
$1.15M +$2.1K +7 +0.2%
GW
1827
Griffith & Werner
Georgia
$1.15M -$9.88K -33 -0.8%
FCA
1828
Fortis Capital Advisors
Kansas
$1.15M +$11.7K +39 +1%
WDG
1829
Wealth Dimensions Group
Ohio
$1.15M -$68K -227 -6%
PS
1830
Planned Solutions
California
$1.15M +$7.49K +25 +0.6%
MSG
1831
Main Street Group
Virginia
$1.15M +$43.4K +145 +4%
BFF
1832
Byrne Financial Freedom
Massachusetts
$1.15M +$1.2K +4 +0.1%
LWAM
1833
Legacy Wealth Asset Management
Minnesota
$1.15M -$18.6K -62 -2%
EFG
1834
Ethos Financial Group
Pennsylvania
$1.15M -$88.9K -297 -7%
JWWM
1835
Johnson & White Wealth Management
Pennsylvania
$1.14M -$898 -3 -0.1%
MF
1836
Montis Financial
Massachusetts
$1.14M +$299 +1 +0%
FCM
1837
Fortis Capital Management
Washington
$1.14M +$120K +400 +12%
SAA
1838
Southeast Asset Advisors
Georgia
$1.14M -$299 -1 -0%
LI
1839
Lafayette Investments
Maryland
$1.14M – – –
IA
1840
IMZ Advisory
Florida
$1.14M +$299 +1 +0%
RC
1841
Roundview Capital
New Jersey
$1.14M +$157K +524 +16%
AG
1842
AlTi Global
New York
$1.13M +$304K +1,016 +36%
ACP
1843
Aviance Capital Partners
Florida
$1.13M – – –
BCP
1844
Berkeley Capital Partners
Georgia
$1.13M -$265K -886 -19%
SP
1845
SmartHarvest Portfolios
Washington
$1.12M +$1.14M +3,795 New
RPCONE
1846
Retirement Planning Company of New England
Rhode Island
$1.12M -$13.2K -44 -1%
PMFA
1847
Plante Moran Financial Advisors
Michigan
$1.12M +$244K +814 +27%
BOJHT
1848
Bank of Jackson Hole Trust
Wyoming
$1.12M +$263K +879 +30%
SWM
1849
SHP Wealth Management
Massachusetts
$1.12M +$1.13M +3,782 New
HCM
1850
Hutchinson Capital Management
California
$1.12M +$140K +466 +14%
72 73
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