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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
KFI
2026
Key Financial Inc
Pennsylvania
$867K -$19.1K -76 -2%
AA
2027
Auxano Advisors
Washington
$865K +$1.26K +5 +0.2%
RCG
2028
Ridge Creek Global
Ohio
$865K +$775K +3,075 New
CFA
2029
Camarda Financial Advisors
Florida
$864K -$1.01K -4 -0.1%
RC
2030
Reik & Co
New York
$864K – – –
ECA
2031
Elevated Capital Advisors
Utah
$864K -$626K -2,483 -45%
PIS
2032
POM Investment Strategies
North Carolina
$863K +$287K +1,140 +59%
LI
2033
LRI Investments
Florida
$860K +$7.05K +28 +0.9%
PUI
2034
Purpose Unlimited Inc
$860K -$5.04K -20 -0.6%
RFS
2035
RM Financial Services
Maine
$859K -$21.9K -87 -3%
CEI
2036
Clark Estates Inc
New York
$859K – – –
DI
2037
Disciplined Investors
Texas
$859K +$769K +3,054 New
CVA
2038
Central Valley Advisors
California
$858K +$13.4K +53 +2%
AP
2039
Appleton Partners
Massachusetts
$858K +$14.9K +59 +2%
LIA
2040
Lynx Investment Advisory
District of Columbia
$858K +$204K +808 +36%
TSWM
2041
Triangle Securities Wealth Management
North Carolina
$857K +$419K +1,664 +104%
SPF
2042
South Plains Financial
Texas
$857K +$66.5K +264 +9%
ETS
2043
ESL Trust Services
New York
$855K – – –
EGA
2044
E&G Advisors
Texas
$855K +$12.6K +50 +2%
HAS
2045
HBW Advisory Services
California
$853K -$12.8K -51 -2%
ARC
2046
Advisor Resource Council
Texas
$853K +$12.1K +48 +2%
BWS
2047
Broadway Wealth Solutions
Texas
$852K +$1.26K +5 +0.2%
DM
2048
Diversified Management
Wisconsin
$851K -$674K -2,674 -47%
CPC
2049
Congress Park Capital
New York
$850K -$365K -1,450 -32%
SGI
2050
Summit Global Investments
Utah
$850K -$343K -1,361 -31%
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82
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