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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
LA
1951
LM Advisors
California
$557K – – –
WA
1952
Wealthstream Advisors
New York
$557K +$56.9K +290 +13%
BA
1953
Ballast Advisors
Minnesota
$556K -$50.4K -257 -9%
PAM
1954
Pegasus Asset Management
New York
$556K – – –
CWC
1955
Carolinas Wealth Consulting
North Carolina
$555K +$6.86K +35 +1%
BWAM
1956
Boyd Watterson Asset Management
Ohio
$555K -$7.84K -40 -2%
SA
1957
SRN Advisors
Pennsylvania
$555K -$427K -2,180 -46%
PGIM
1958
Pacific Global Investment Management
California
$554K -$980 -5 -0.2%
WG
1959
Wealth Group
North Carolina
$554K -$138K -705 -22%
EFG
1960
Ethos Financial Group
Pennsylvania
$554K +$4.51K +23 +0.9%
WBCM
1961
Wilson & Boucher Capital Management
California
$553K -$9.8K -50 -2%
WP
1962
WealthShield Partners
North Carolina
$553K -$392 -2 -0.1%
PIP
1963
Peachtree Investment Partners
Florida
$553K +$490K +2,501 New
AA
1964
Alta Advisers
United Kingdom
$553K +$19.6K +100 +4%
FCM
1965
Fourpath Capital Management
Oklahoma
$553K +$490K +2,500 New
BPAMU
1966
BTG Pactual Asset Management US
New York
$552K +$490K +2,499 New
WCG
1967
Weaver Consulting Group
California
$552K -$42.2K -215 -8%
AAG
1968
Armstrong Advisory Group
Massachusetts
$552K -$105K -534 -18%
TAM
1969
Trillium Asset Management
Massachusetts
$551K +$196 +1 +0%
TCBWMS
1970
Texas Capital Bank Wealth Management Services
Texas
$550K -$34.1K -174 -7%
NPP
1971
New Potomac Partners
Maryland
$549K – – –
UAS
1972
United Asset Strategies
New York
$549K -$5.49K -28 -1%
AG
1973
AlTi Global
New York
$548K -$372K -1,897 -43%
BIG
1974
Builder Investment Group
Georgia
$547K – – –
FIC
1975
FCG Investment Company
Tennessee
$546K -$13.7K -70 -3%
77 78
79
80 81