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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
EIA
2026
Eldridge Investment Advisors
New Hampshire
$646K – – –
AWA
2027
Amplius Wealth Advisors
Pennsylvania
$645K -$39.9K -163 -6%
GEA
2028
Glen Eagle Advisors
New Jersey
$643K -$159K -649 -20%
NFG
2029
Nadler Financial Group
Illinois
$642K +$139K +568 +28%
FCM
2030
Fortis Capital Management
Washington
$642K +$631K +2,580 New
FAM
2031
Fenimore Asset Management
New York
$640K – – –
ML
2032
McAdam LLC
Pennsylvania
$639K -$261K -1,068 -29%
EF
2033
Elite Financial
Idaho
$639K -$121K -493 -16%
FPCP
2034
Fort Point Capital Partners
California
$639K -$224K -917 -26%
MG
2035
Marex Group
$638K +$627K +2,565 New
EHWM
2036
Eads & Heald Wealth Management
Georgia
$637K -$103K -421 -14%
NAG
2037
Northstar Advisory Group
New Jersey
$635K +$245 +1 +0%
IF
2038
Integrity Financial
Wyoming
$634K +$6.36K +26 +1%
FIB
2039
First Interstate Bank
Montana
$634K +$34.2K +140 +6%
GFP
2040
Gryphon Financial Partners
Ohio
$633K +$30.3K +124 +5%
UF
2041
Univest Financial
Pennsylvania
$632K +$155K +633 +33%
B
2042
Bellecapital
Switzerland
$631K -$119K -485 -16%
GCM
2043
Gladius Capital Management
Illinois
$631K +$620K +2,536 New
GG
2044
Greenwood Gearhart
Arkansas
$630K -$45.3K -185 -7%
EAM
2045
Evanson Asset Management
California
$629K +$66.5K +272 +12%
GTAM
2046
Global Trust Asset Management
Florida
$628K -$287K -1,173 -32%
PM
2047
Penbrook Management
New York
$628K – – –
PSCM
2048
Per Stirling Capital Management
Texas
$626K +$33.5K +137 +6%
AA
2049
Aire Advisors
California
$623K -$28.1K -115 -4%
WG
2050
Wealth Group
North Carolina
$623K -$175K -714 -22%
80 81
82
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