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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
2026
Planning Alternatives
Michigan
– -$537K -3,659 Closed
SA
2027
SL Advisors
New Jersey
– -$505K -3,444 Closed
SM
2028
Sciencast Management
New Jersey
– -$513K -3,299 Closed
SAM
2029
Strategy Asset Managers
California
– -$481K -3,279 Closed
QCMA
2030
Quad Capital Management Advisors
New York
– -$460K -3,138 Closed
PSF
2031
Pacific Sun Financial
California
– -$459K -3,129 Closed
JFM
2032
Jackson Financial Management
California
– -$452K -3,080 Closed
CPC
2033
Cookson Peirce & Co
Pennsylvania
– -$422K -2,877 Closed
OCG
2034
Opus Capital Group
Ohio
– -$402K -2,738 Closed
DCM
2035
Dynamic Capital Management
Jersey
– -$400K -2,727 Closed
FSCM
2036
Front Street Capital Management
Montana
– -$382K -2,608 Closed
DCM
2037
Delpha Capital Management
New York
– -$366K -2,493 Closed
HPWM
2038
Highland Private Wealth Management
Washington
– -$343K -2,344 Closed
QSS
2039
Quantitative Systematic Strategies
Florida
– -$312K -2,130 Closed
UWPG
2040
Ullmann Wealth Partners Group
Florida
– -$326K -2,089 Closed
BCM
2041
Bluefin Capital Management
New York
– -$284K -1,935 Closed
SC
2042
Sovarnum Capital
New York
– -$277K -1,888 Closed
SG
2043
Swarthmore Group
Pennsylvania
– -$276K -1,883 Closed
RWA
2044
River Wealth Advisors
Pennsylvania
– -$275K -1,873 Closed
JA
2045
JLB & Associates
Michigan
– -$266K -1,820 Closed
FIM
2046
Foresters Investment Management
New York
– -$248K -1,690 Closed
CAM
2047
Cypress Asset Management
Texas
– -$245K -1,674 Closed
HIIFS
2048
Harel Insurance Investments & Financial Services
Israel
– -$230K -1,569 Closed
RIM
2049
Regent Investment Management
Kentucky
– -$229K -1,562 Closed
ACA
2050
Anchor Capital Advisors
Massachusetts
– -$224K -1,526 Closed
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