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IBM
IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
1951
WNY Asset Management
New York
$557K -$382K -1,949 -44%
CC
1952
Cadinha & Co
Hawaii
$557K +$494K +2,520 New
LA
1953
LM Advisors
California
$557K – – –
WA
1954
Wealthstream Advisors
New York
$557K +$56.9K +290 +13%
BA
1955
Ballast Advisors
Minnesota
$556K -$50.4K -257 -9%
PAM
1956
Pegasus Asset Management
New York
$556K – – –
CWC
1957
Carolinas Wealth Consulting
North Carolina
$555K +$6.86K +35 +1%
BWAM
1958
Boyd Watterson Asset Management
Ohio
$555K -$7.84K -40 -2%
SA
1959
SRN Advisors
Pennsylvania
$555K -$427K -2,180 -46%
PGIM
1960
Pacific Global Investment Management
California
$554K -$980 -5 -0.2%
WG
1961
Wealth Group
North Carolina
$554K -$138K -705 -22%
EFG
1962
Ethos Financial Group
Pennsylvania
$554K +$4.51K +23 +0.9%
WBCM
1963
Wilson & Boucher Capital Management
California
$553K -$9.8K -50 -2%
WP
1964
WealthShield Partners
North Carolina
$553K -$392 -2 -0.1%
PIP
1965
Peachtree Investment Partners
Florida
$553K +$490K +2,501 New
AA
1966
Alta Advisers
United Kingdom
$553K +$19.6K +100 +4%
FCM
1967
Fourpath Capital Management
Oklahoma
$553K +$490K +2,500 New
BPAMU
1968
BTG Pactual Asset Management US
New York
$552K +$490K +2,499 New
WCG
1969
Weaver Consulting Group
California
$552K -$42.2K -215 -8%
AAG
1970
Armstrong Advisory Group
Massachusetts
$552K -$105K -534 -18%
TAM
1971
Trillium Asset Management
Massachusetts
$551K +$196 +1 +0%
TCBWMS
1972
Texas Capital Bank Wealth Management Services
Texas
$550K -$34.1K -174 -7%
NPP
1973
New Potomac Partners
Maryland
$549K – – –
UAS
1974
United Asset Strategies
New York
$549K -$5.49K -28 -1%
AG
1975
AlTi Global
New York
$548K -$372K -1,897 -43%
77 78
79
80 81