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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
DA
2026
Doliver Advisors
Texas
$227K +$3K +23 +1%
UH
2027
Unigestion Holding
Switzerland
$227K +$228K +1,745 New
EA
2028
Echo45 Advisors
California
$226K -$56.6K -434 -20%
FFMBT
2029
First Farmers & Merchants Bank Trust
Tennessee
$226K – – –
MCP
2030
Mirador Capital Partners
California
$226K +$19.6K +150 +9%
CFO
2031
CVA Family Office
Colorado
$226K +$79.2K +607 +54%
EW
2032
Evoke Wealth
California
$225K -$123K -946 -35%
LDFR
2033
Lehman & Derafelo Financial Resources
Pennsylvania
$225K – – –
PFP
2034
Paragon Financial Partners
California
$225K – – –
SFS
2035
Stiles Financial Services
Minnesota
$225K +$6.65K +51 +3%
FA
2036
Financial Advisors
Massachusetts
$225K +$22.4K +172 +11%
FCA
2037
FinTrust Capital Advisors
South Carolina
$225K +$74.5K +571 +49%
TFP
2038
Triune Financial Partners
Kansas
$224K – – –
VAG
2039
VisionPoint Advisory Group
Texas
$224K -$108K -829 -33%
DIA
2040
Dana Investment Advisors
Wisconsin
$224K – – –
AT
2041
American Trust
Kentucky
$223K -$20.6K -158 -8%
CCA
2042
Cottonwood Capital Advisors
Utah
$223K – – –
TSS
2043
Two Sigma Securities
New York
$223K +$19.2K +147 +9%
SCM
2044
Spreng Capital Management
Ohio
$222K -$97.5K -748 -30%
KM
2045
Kalos Management
Georgia
$222K -$22.7K -174 -9%
CW
2046
Cook Wealth
North Carolina
$222K -$782 -6 -0.4%
CWM
2047
CCG Wealth Management
California
$222K +$222K +1,704 New
PM
2048
Penbrook Management
New York
$222K +$223K +1,710 New
E
2049
ETFidea
New York
$221K – – –
DAM
2050
Diamant Asset Management
Connecticut
$221K -$145K -1,110 -40%
80 81
82
83 84