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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
2026
Burling Wealth Partners
Illinois
$923K -$9.88K -33 -1%
FBB
2027
Fulton Breakefield Broenniman
Maryland
$923K +$11.7K +39 +1%
1IA
2028
1620 Investment Advisors
Massachusetts
$921K -$6.29K -21 -0.7%
NRG
2029
Nemes Rush Group
Michigan
$920K +$3.89K +13 +0.4%
HR
2030
Howe & Rusling
New York
$918K +$30.2K +101 +3%
KFI
2031
Key Financial Inc
Pennsylvania
$915K – – –
IP
2032
Intellectus Partners
California
$914K -$724K -2,419 -44%
ETS
2033
ESL Trust Services
New York
$914K -$3.29K -11 -0.4%
WFAG
2034
Wescott Financial Advisory Group
Pennsylvania
$911K +$181K +603 +24%
SN
2035
Sittner & Nelson
Oregon
$910K – – –
JWBC
2036
J.W. Burns & Co
New York
$910K – – –
BFG
2037
Bouchey Financial Group
New York
$910K +$8.09K +27 +0.9%
RC
2038
Reik & Co
New York
$910K – – –
AA
2039
Auxano Advisors
Washington
$910K -$63.2K -211 -6%
FFWM
2040
Future Financial Wealth Management
Ohio
$908K -$15.6K -52 -2%
DW30
2041
Drucker Wealth 3.0
New Jersey
$907K +$62.6K +209 +7%
HIM
2042
Hanlon Investment Management
New Jersey
$906K +$44.6K +149 +5%
CEI
2043
Clark Estates Inc
New York
$905K – – –
OIA
2044
Oakmont Investment Advisors
Pennsylvania
$905K +$915K +3,055 New
EPW
2045
Endeavor Private Wealth
Kansas
$904K +$8.09K +27 +0.9%
CFG
2046
Carr Financial Group
Massachusetts
$903K +$18.3K +61 +2%
KFS
2047
Kurt F. Somerville
$902K -$43.7K -146 -5%
RZH
2048
Relyea Zuckerberg Hanson
Connecticut
$900K +$10.8K +36 +1%
HAC
2049
Harbor Advisory Corp
New Hampshire
$899K – – –
LI
2050
LRI Investments
Florida
$899K -$105K -351 -10%
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82
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