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IBM
IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
BO
2026
Bank OZK
Arkansas
$273K -$29.5K -214 -10%
PCI
2027
Planning Center Inc
Illinois
$273K +$12.7K +92 +5%
OCBCO
2028
Oversea-Chinese Banking Corp (OCBC)
Singapore
$273K +$267K +1,937 New
DCM
2029
Dupont Capital Management
Delaware
$272K -$25.8K -187 -9%
GHA
2030
GW Henssler & Associates
Georgia
$272K -$4.55K -33 -2%
NSB
2031
Norway Savings Bank
Maine
$272K – – –
RWM
2032
Rench Wealth Management
Texas
$271K +$2.76K +20 +1%
HWM
2033
Horizon Wealth Management
Illinois
$271K +$265K +1,921 New
BWA
2034
Blodgett Wealth Advisors
California
$270K – – –
GM
2035
GeoWealth Management
Illinois
$269K +$15.4K +112 +6%
NQWM
2036
Northwest Quadrant Wealth Management
Oregon
$269K +$828 +6 +0.3%
EFG
2037
Ethos Financial Group
Pennsylvania
$268K +$262K +1,902 New
LODC
2038
Lanham O'Dell & Company
West Virginia
$267K +$262K +1,897 New
EWA
2039
EverSource Wealth Advisors
Alabama
$267K +$180K +1,306 +222%
GKWIM
2040
Gerber Kawasaki Wealth & Investment Management
California
$267K -$28.6K -207 -10%
VFA
2041
Voya Financial Advisors
Connecticut
$266K +$260K +1,887 New
HSWM
2042
Hubbell Strickland Wealth Management
Louisiana
$266K – – –
EFL
2043
ERn Financial LLC
Wisconsin
$266K +$10.5K +76 +4%
SMWM
2044
Silvia McColl Wealth Management
California
$266K +$260K +1,885 New
SIC
2045
Sterling Investment Counsel
New York
$265K – – –
AC
2046
ASB Consultores
Florida
$264K +$259K +1,874 New
WI
2047
WrapManager Inc
California
$264K -$276 -2 -0.1%
SSC
2048
Syverson Strege & Co
Iowa
$264K +$1.52K +11 +0.6%
FA
2049
Faithward Advisors
Pennsylvania
$264K +$258K +1,873 New
PCMC
2050
Private Capital Management (Colorado)
Colorado
$264K -$64.4K -467 -20%
80 81
82
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