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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
FQ
2026
First Quadrant
California
$27K – – –
HFS
2027
HBC Financial Services
Washington
$27K +$27.2K +209 New
EWM
2028
EPG Wealth Management
Georgia
$27K +$27.6K +212 New
LAS
2029
Lloyd Advisory Services
Georgia
$25K +$25.3K +195 New
JWM
2030
Janiczek Wealth Management
Colorado
$24K – – –
SIC
2031
Samalin Investment Counsel
New York
$24K +$24.4K +188 New
TCCM
2032
Timber Creek Capital Management
Massachusetts
$23K – – –
CWA
2033
Capital Wealth Alliance
Arizona
$21K +$20K +154 New
CQS
2034
Credential Qtrade Securities
$20.4K – – –
RFWA
2035
RPg Family Wealth Advisory
Massachusetts
$20.1K – – –
HCM
2036
Horrell Capital Management
Arkansas
$19K – – –
CP
2037
Corbenic Partners
Pennsylvania
$18K +$17.8K +137 New
EWA
2038
Evolution Wealth Advisors
Florida
$16K +$16.8K +129 New
TWP
2039
TFO Wealth Partners
Ohio
$16K +$17K +131 New
RWM
2040
Raffa Wealth Management
District of Columbia
$15.3K +$1.69K +13 +12%
H
2041
Hexavest
Quebec, Canada
$15K +$14.8K +114 New
FMP
2042
Financial Management Professionals
Texas
$13K – – –
MSFP
2043
Mark Sheptoff Financial Planning
Connecticut
$13K – – –
MFT
2044
Moisand Fitzgerald Tamayo
Florida
$13K – – –
AGA
2045
Accuvest Global Advisors
Utah
$13K +$1.17K +9 +10%
RWG
2046
Regal Wealth Group
California
$10K – – –
CRM
2047
Cramer Rosenthal McGlynn
Connecticut
$9K – – –
LP
2048
LMR Partners
United Kingdom
$7.13K +$7.23M +55,617 New
RCA
2049
Ranch Capital Advisors
Florida
$7K -$531K -4,089 -99%
BCM
2050
Bourgeon Capital Management
Connecticut
$7K – – –
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