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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
JIP
2026
JBJ Investment Partners
South Carolina
– -$82K -606 Closed
IWP
2027
Icon Wealth Partners
Texas
– -$65K -483 Closed
AIM
2028
Assured Investment Management
New York
– -$57K -420 Closed
AIA
2029
Alera Investment Advisors
Illinois
– -$55K -405 Closed
WCM
2030
WealthBridge Capital Management
Ohio
– -$43K -329 Closed
IP
2031
Intellectus Partners
California
– -$42K -312 Closed
BAMG
2032
Brand Asset Management Group
Missouri
– -$28K -209 Closed
PWM
2033
PRW Wealth Management
Massachusetts
– -$23K -175 Closed
RCM
2034
Requisite Capital Management
Texas
– -$20K -151 Closed
SHIM
2035
Stone House Investment Management
Pennsylvania
– -$17K -128 Closed
RWM
2036
Raffa Wealth Management
District of Columbia
– -$12.4K -92 Closed
ST
2037
Somerset Trust
Pennsylvania
– -$12K -88 Closed
CH
2038
Canton Hathaway
Rhode Island
– -$6K -45 Closed
WAS
2039
Winch Advisory Services
Wisconsin
– -$5K -39 Closed
BHWM
2040
Bay Harbor Wealth Management
Maryland
– -$3.28K -25 Closed
LFASL
2041
Lugano Financial Advisors SA (LFA)
Switzerland
– -$2K -19 Closed
C
2042
Cerebellum
California
– -$2K -18 Closed
WAS
2043
WESPAC Advisors SoCal
California
– -$1K -10 Closed
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