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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
KIM
1851
Kestra Investment Management
Texas
$725K +$57K +256 +8%
AIM
1852
Avity Investment Management
Connecticut
$724K – – –
FI
1853
FWG Investments
Kentucky
$724K -$445 -2 -0.1%
TWM
1854
Trueblood Wealth Management
Ohio
$722K +$116K +519 +19%
APG
1855
Abacus Planning Group
South Carolina
$721K +$1.78K +8 +0.2%
BCG
1856
Breakwater Capital Group
New Jersey
$721K +$110K +496 +18%
MSWM
1857
McGlone Suttner Wealth Management
Wisconsin
$719K +$51.4K +231 +8%
FPL
1858
Fortress Private Ledger
North Carolina
$717K +$726K +3,261 New
FUBT
1859
First United Bank & Trust
Maryland
$714K -$5.57K -25 -0.8%
SMC
1860
Smith, Moore & Co
Missouri
$713K -$45K -202 -6%
SC
1861
Sawyer & Company
Massachusetts
$713K -$74.6K -335 -9%
WQ
1862
Wealth Quarterback
New Jersey
$712K -$41.4K -186 -5%
GEA
1863
Glen Eagle Advisors
New Jersey
$711K +$223K +1,000 +45%
KC
1864
Kades & Cheifetz
Pennsylvania
$710K -$464K -2,082 -39%
BFG
1865
Bouchey Financial Group
New York
$710K +$2.9K +13 +0.4%
MFC
1866
Mechanics Financial Corp
Ohio
$709K – – –
OF
1867
Outfitter Financial
Maine
$708K -$11.1K -50 -2%
WG
1868
Wealth Group
North Carolina
$708K +$159K +714 +29%
MHWM
1869
Montz Harcus Wealth Management
Louisiana
$707K +$4.68K +21 +0.7%
OHWP
1870
Oak Harbor Wealth Partners
North Carolina
$707K -$94.7K -425 -12%
LC
1871
LCNB Corp
Ohio
$706K -$22.3K -100 -3%
BRM
1872
Boston Research & Management
Massachusetts
$706K -$272K -1,220 -28%
SFGP
1873
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$706K +$715K +3,210 New
PMWMG
1874
Parr McKnight Wealth Management Group
Minnesota
$705K +$715K +3,209 New
SHGA
1875
Sand Hill Global Advisors
California
$705K -$12.5K -56 -2%
73 74
75
76 77