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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
NP
2026
NS Partners
United Kingdom
– -$224K -1,700 Closed
DTL
2027
Dynamic Technology Lab
Singapore
– -$217K -1,643 Closed
AIA
2028
Avalon Investment & Advisory
Texas
– -$215K -1,634 Closed
RGC
2029
Roberts, Glore & Co
Illinois
– -$207K -1,567 Closed
AWP
2030
Ascent Wealth Partners
New York
– -$201K -1,524 Closed
CHJWM
2031
Carlton Hofferkamp & Jenks Wealth Management
Texas
– -$202K -1,474 Closed
CWA
2032
Clarus Wealth Advisors
Arizona
– -$168K -1,275 Closed
TFA
2033
Transamerica Financial Advisors
Florida
– -$162K -1,222 Closed
EWM
2034
Executive Wealth Management
Michigan
– -$160K -1,216 Closed
AWM
2035
Apollon Wealth Management
South Carolina
– -$147K -1,114 Closed
AWMF
2036
Arbor Wealth Management (Florida)
Florida
– -$139K -1,051 Closed
LA
2037
Legacy Advisors
Pennsylvania
– -$101K -765 Closed
PCP
2038
Proficio Capital Partners
Massachusetts
– -$100K -757 Closed
SHJ
2039
Sharkey, Howes & Javer
Colorado
– -$99K -754 Closed
BBA
2040
Braun-Bostich & Associates
Pennsylvania
– -$68K -514 Closed
W
2041
WealthStone
Ohio
– -$47.7K -362 Closed
IWA
2042
IBEX Wealth Advisors
New Jersey
– -$18K -139 Closed
EWA
2043
Evolution Wealth Advisors
Florida
– -$17K -130 Closed
RWA
2044
Redhawk Wealth Advisors
Minnesota
– -$14K -105 Closed
SC
2045
Skylands Capital
Wisconsin
– -$14K -105 Closed
FAM
2046
Fred Alger Management
New York
– -$8K -59 Closed
DWA
2047
Dougherty Wealth Advisers
Minnesota
– -$2K -18 Closed
TCM
2048
TD Capital Management
Tennessee
– -$2K -16 Closed
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