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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
TIA
2026
Tiemann Investment Advisors
California
$428K – – –
GD
2027
Grandfield & Dodd
New York
$426K +$36.5K +200 +10%
WF
2028
Wayfinding Financial
Washington
$425K -$8.76K -48 -2%
APA
2029
Astoria Portfolio Advisors
New York
$425K -$14.6K -80 -3%
AIP
2030
ARS Investment Partners
New York
$424K -$73K -400 -15%
DWM
2031
Destination Wealth Management
California
$422K +$136K +745 +51%
AWM
2032
AllSquare Wealth Management
New York
$422K +$18.2K +100 +5%
NFA
2033
Northwest Financial Advisors
Virginia
$421K -$10.2K -56 -2%
RIS
2034
Retirement Income Solutions
Michigan
$420K -$27.4K -150 -6%
SFP
2035
Sterling Financial Planning
New Jersey
$420K -$27.9K -153 -7%
KI
2036
Kapitalo Investimentos
Brazil
$420K +$136K +748 +52%
ICA
2037
Infrastructure Capital Advisors
New York
$420K +$401K +2,200 New
KW
2038
KWB Wealth
California
$420K +$401K +2,197 New
CBT
2039
CoreFirst Bank & Trust
Kansas
$419K -$268K -1,470 -40%
SP
2040
Stonebrook Private
Michigan
$419K +$5.29K +29 +1%
FM
2041
Family Management
New York
$419K +$6.57K +36 +2%
SAM
2042
Sequent Asset Management
Texas
$419K +$40.9K +224 +11%
BMM
2043
Buffington Mohr McNeal
Idaho
$418K -$2.55K -14 -0.6%
UB
2044
Umpqua Bank
Oregon
$417K +$398K +2,184 New
HWM
2045
Hemington Wealth Management
Virginia
$417K -$113K -617 -22%
LS
2046
Livforsakringsbolaget Skandia
Sweden
$415K – – –
PAM
2047
Peak Asset Management
Colorado
$415K – – –
GFA
2048
Gallagher Fiduciary Advisors
Illinois
$414K +$85.7K +470 +28%
CCFM
2049
Clear Creek Financial Management
Washington
$413K -$443K -2,428 -53%
AFT
2050
Alpha Family Trust
California
$413K – – –
80 81
82
83 84