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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
KFI
2026
Key Financial Inc
Pennsylvania
$915K – – –
IP
2027
Intellectus Partners
California
$914K -$724K -2,419 -44%
ETS
2028
ESL Trust Services
New York
$914K -$3.29K -11 -0.4%
WFAG
2029
Wescott Financial Advisory Group
Pennsylvania
$911K +$181K +603 +24%
SN
2030
Sittner & Nelson
Oregon
$910K – – –
JWBC
2031
J.W. Burns & Co
New York
$910K – – –
BFG
2032
Bouchey Financial Group
New York
$910K +$8.09K +27 +0.9%
RC
2033
Reik & Co
New York
$910K – – –
AA
2034
Auxano Advisors
Washington
$910K -$63.2K -211 -6%
FFWM
2035
Future Financial Wealth Management
Ohio
$908K -$15.6K -52 -2%
DW30
2036
Drucker Wealth 3.0
New Jersey
$907K +$62.6K +209 +7%
HIM
2037
Hanlon Investment Management
New Jersey
$906K +$44.6K +149 +5%
CEI
2038
Clark Estates Inc
New York
$905K – – –
OIA
2039
Oakmont Investment Advisors
Pennsylvania
$905K +$915K +3,055 New
EPW
2040
Endeavor Private Wealth
Kansas
$904K +$8.09K +27 +0.9%
CFG
2041
Carr Financial Group
Massachusetts
$903K +$18.3K +61 +2%
KFS
2042
Kurt F. Somerville
$902K -$43.7K -146 -5%
RZH
2043
Relyea Zuckerberg Hanson
Connecticut
$900K +$10.8K +36 +1%
HAC
2044
Harbor Advisory Corp
New Hampshire
$899K – – –
LI
2045
LRI Investments
Florida
$899K -$105K -351 -10%
UB
2046
Umpqua Bank
Oregon
$898K -$8.09K -27 -0.9%
OM
2047
OV Management
Minnesota
$898K -$419K -1,400 -32%
AP
2048
Appleton Partners
Massachusetts
$897K -$72.8K -243 -7%
I2I
2049
Insight 2811 Inc
Illinois
$897K -$6.59K -22 -0.7%
LI
2050
LVZ Inc
Michigan
$897K +$7.19K +24 +0.8%
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