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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
IFAM
1876
Institutional & Family Asset Management
Colorado
$135K +$697 +6 +0.5%
VCM
1877
Versant Capital Management
Arizona
$135K +$7.08K +61 +5%
GTAM
1878
Global Trust Asset Management
Florida
$133K – – –
SL
1879
Savior LLC
Massachusetts
$133K +$929 +8 +0.7%
NICM
1880
Neo Ivy Capital Management
New York
$131K +$132K +1,135 New
MWP
1881
Meridian Wealth Partners
Pennsylvania
$130K – – –
CAM
1882
Close Asset Management
United Kingdom
$128K – – –
LAS
1883
Lloyd Advisory Services
Georgia
$128K +$111K +956 +621%
RDWM
1884
Red Door Wealth Management
Tennessee
$127K -$1.39K -12 -1%
HFA
1885
HC Financial Advisors
California
$126K -$42.5K -366 -25%
C
1886
Cerebellum
California
$126K +$99.9K +860 New
FMP
1887
Financial Management Professionals
Texas
$126K +$115K +992 +963%
TI
1888
tru Independence
Oregon
$121K +$26.6K +229 +28%
OAJ
1889
Ogorek Anthony Joseph
New York
$118K – – –
CFG
1890
CKW Financial Group
Hawaii
$117K +$465 +4 +0.4%
EI
1891
Ellevest Inc
New York
$115K +$46.2K +398 +67%
LFG
1892
Larson Financial Group
Missouri
$113K +$13.4K +115 +13%
KIG
1893
Kessler Investment Group
Indiana
$111K +$31.1K +268 +38%
RIM
1894
Rockbridge Investment Management
New York
$111K +$112K +964 New
KLWA
1895
Kelly Lawrence W & Associates
California
$109K – – –
JFA
1896
JNBA Financial Advisors
Minnesota
$107K -$2.32K -20 -2%
PW
1897
Price Wealth
Texas
$107K +$10.7K +92 +11%
WAM
1898
Wolverine Asset Management
Illinois
$106K +$107K +923 New
TFO
1899
Tarbox Family Office
California
$104K -$1.16K -10 -1%
NPP
1900
New Potomac Partners
Maryland
$103K – – –
74 75
76
77 78