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IBM
IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
AP
2026
Appleton Partners
Massachusetts
$858K +$14.9K +59 +2%
LIA
2027
Lynx Investment Advisory
District of Columbia
$858K +$204K +808 +36%
TSWM
2028
Triangle Securities Wealth Management
North Carolina
$857K +$419K +1,664 +104%
SPF
2029
South Plains Financial
Texas
$857K +$66.5K +264 +9%
ETS
2030
ESL Trust Services
New York
$855K – – –
EGA
2031
E&G Advisors
Texas
$855K +$12.6K +50 +2%
HAS
2032
HBW Advisory Services
California
$853K -$12.8K -51 -2%
ARC
2033
Advisor Resource Council
Texas
$853K +$12.1K +48 +2%
BWS
2034
Broadway Wealth Solutions
Texas
$852K +$1.26K +5 +0.2%
DM
2035
Diversified Management
Wisconsin
$851K -$674K -2,674 -47%
CPC
2036
Congress Park Capital
New York
$850K -$365K -1,450 -32%
SGI
2037
Summit Global Investments
Utah
$850K -$343K -1,361 -31%
I2I
2038
Insight 2811 Inc
Illinois
$850K – – –
OFO
2039
OneAscent Family Office
Alabama
$846K +$234K +928 +45%
GLLW
2040
Graves Light Lenhart Wealth
Virginia
$844K +$252 +1 +0%
WIM
2041
Wiregrass Investment Management
Georgia
$844K -$27.7K -110 -4%
KLWA
2042
Kelly Lawrence W & Associates
California
$844K – – –
DTC
2043
Davidson Trust Company
Washington
$844K +$18.1K +72 +2%
SI
2044
Sprott Inc
Ontario, Canada
$844K +$756K +3,000 New
MWC
2045
MBM Wealth Consultants
Missouri
$841K +$111K +439 +17%
LCGC
2046
Legacy Capital Group California
California
$841K -$416K -1,653 -36%
NCM
2047
Novare Capital Management
North Carolina
$840K +$55.7K +221 +8%
BFA
2048
Brendel Financial Advisors
New Hampshire
$839K -$3.28M -13,025 -81%
FWA
2049
FORM Wealth Advisors
Wisconsin
$839K – – –
TCOTS
2050
Trust Company of the South
North Carolina
$838K -$63K -250 -8%
80 81
82
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