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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
GSWM
2026
Golden State Wealth Management
California
$206K +$201K +1,468 New
VCM
2027
Vivaldi Capital Management
Illinois
$205K -$4.24K -31 -2%
PO
2028
Private Ocean
California
$204K -$12.2K -89 -6%
SAG
2029
Spotlight Asset Group
Illinois
$204K +$199K +1,454 New
MIM
2030
Moseley Investment Management
Florida
$204K +$199K +1,457 New
NG
2031
Northstar Group
New York
$203K -$78.5K -574 -28%
LFG
2032
Lazard Frères Gestion
France
$203K -$42.9K -314 -15%
FMTCOCP
2033
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$203K – – –
CFD
2034
Creative Financial Designs
Indiana
$203K +$14.9K +109 +8%
B
2035
Brightworth
Georgia
$203K +$198K +1,448 New
RMAM
2036
Raab & Moskowitz Asset Management
New Jersey
$203K +$198K +1,448 New
CTA
2037
Colonial Trust Advisors
South Carolina
$203K +$198K +1,451 New
NJBEST
2038
New Jersey Better Educational Savings Trust
New Jersey
$202K +$197K +1,443 New
RWA
2039
River Wealth Advisors
Pennsylvania
$201K +$196K +1,433 New
SPP
2040
Single Point Partners
Massachusetts
$201K +$197K +1,437 New
PS
2041
Portfolio Solutions
Michigan
$201K +$200K +1,460 New
FIA
2042
Foundations Investment Advisors
Arizona
$201K +$203K +1,487 New
WAOI
2043
Wealth Advisors of Iowa
Iowa
$200K +$195K +1,428 New
LF
2044
Lee Financial
Texas
$199K +$89K +651 +84%
CAGAS
2045
Capital Advisory Group Advisory Services
Minnesota
$198K -$2.05K -15 -1%
JMF
2046
Johnson Midwest Financial
Iowa
$197K – – –
CWC
2047
Carolinas Wealth Consulting
North Carolina
$196K +$2.19K +16 +1%
PP
2048
Pacifica Partners
Canada
$195K -$37.7K -276 -16%
BCA
2049
Berman Capital Advisors
Georgia
$194K +$67.8K +496 +55%
ONST
2050
Old North State Trust
North Carolina
$194K +$122K +894 +182%
80 81
82
83 84