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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
APW
2026
Aventura Private Wealth
Florida
$785K +$1.55K +6 +0.2%
FFP
2027
FourThought Financial Partners
Florida
$785K -$22.9K -89 -3%
WAM
2028
Wernau Asset Management
Massachusetts
$783K -$2.06K -8 -0.3%
CPWA
2029
Cerro Pacific Wealth Advisors
California
$782K +$66.2K +257 +11%
VT
2030
Volterra Technologies
New York
$782K +$684K +2,653 New
MCWA
2031
Meadow Creek Wealth Advisors
Georgia
$782K +$45.6K +177 +7%
SCG
2032
Sonata Capital Group
Washington
$781K -$173K -670 -20%
PWP
2033
Private Wealth Partners
California
$780K – – –
TWP
2034
Tower Wealth Partners
Pennsylvania
$776K +$33.2K +129 +5%
HIM
2035
Hanlon Investment Management
New Jersey
$776K +$678K +2,631 New
AWA
2036
Amplius Wealth Advisors
Pennsylvania
$775K +$9.02K +35 +1%
SFC
2037
SYM Financial Corp
Indiana
$774K +$33.5K +130 +5%
IAG
2038
Investment Advisory Group
Massachusetts
$773K -$1.03K -4 -0.2%
SKK
2039
Shepherd Kaplan Krochuk
Massachusetts
$772K -$86.3K -335 -11%
CFS
2040
Commonwealth Financial Services
West Virginia
$772K +$4.89K +19 +0.7%
HWM
2041
Hemington Wealth Management
Virginia
$771K +$34.5K +134 +5%
FBB
2042
Fulton Breakefield Broenniman
Maryland
$769K -$6.7K -26 -1%
WJA
2043
Willis Johnson & Associates
Texas
$768K -$20.1K -78 -3%
HWM
2044
Horizon Wealth Management
Illinois
$767K -$38.1K -148 -5%
EIA
2045
Eldridge Investment Advisors
New Hampshire
$766K – – –
BCM
2046
Boltwood Capital Management
California
$765K -$25K -97 -4%
UF
2047
Univest Financial
Pennsylvania
$764K +$13.1K +51 +2%
GXJ
2048
Global X Japan
Japan
$761K -$88.6K -344 -12%
GFG
2049
Goldstone Financial Group
Illinois
$759K +$50K +194 +8%
FAM
2050
Fenimore Asset Management
New York
$758K – – –
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