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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
DAM
2026
Doheny Asset Management
California
$786K – – –
OC
2027
Oakworth Capital
Alabama
$786K – – –
APW
2028
Aventura Private Wealth
Florida
$785K +$1.55K +6 +0.2%
FFP
2029
FourThought Financial Partners
Florida
$785K -$22.9K -89 -3%
WAM
2030
Wernau Asset Management
Massachusetts
$783K -$2.06K -8 -0.3%
CPWA
2031
Cerro Pacific Wealth Advisors
California
$782K +$66.2K +257 +11%
VT
2032
Volterra Technologies
New York
$782K +$684K +2,653 New
MCWA
2033
Meadow Creek Wealth Advisors
Georgia
$782K +$45.6K +177 +7%
SCG
2034
Sonata Capital Group
Washington
$781K -$173K -670 -20%
PWP
2035
Private Wealth Partners
California
$780K – – –
TWP
2036
Tower Wealth Partners
Pennsylvania
$776K +$33.2K +129 +5%
HIM
2037
Hanlon Investment Management
New Jersey
$776K +$678K +2,631 New
AWA
2038
Amplius Wealth Advisors
Pennsylvania
$775K +$9.02K +35 +1%
SFC
2039
SYM Financial Corp
Indiana
$774K +$33.5K +130 +5%
IAG
2040
Investment Advisory Group
Massachusetts
$773K -$1.03K -4 -0.2%
SKK
2041
Shepherd Kaplan Krochuk
Massachusetts
$772K -$86.3K -335 -11%
CFS
2042
Commonwealth Financial Services
West Virginia
$772K +$4.89K +19 +0.7%
HWM
2043
Hemington Wealth Management
Virginia
$771K +$34.5K +134 +5%
FBB
2044
Fulton Breakefield Broenniman
Maryland
$769K -$6.7K -26 -1%
WJA
2045
Willis Johnson & Associates
Texas
$768K -$20.1K -78 -3%
HWM
2046
Horizon Wealth Management
Illinois
$767K -$38.1K -148 -5%
EIA
2047
Eldridge Investment Advisors
New Hampshire
$766K – – –
BCM
2048
Boltwood Capital Management
California
$765K -$25K -97 -4%
UF
2049
Univest Financial
Pennsylvania
$764K +$13.1K +51 +2%
GXJ
2050
Global X Japan
Japan
$761K -$88.6K -344 -12%
80 81
82
83 84