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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
I2I
2051
Insight 2811 Inc
Illinois
$850K – – –
OFO
2052
OneAscent Family Office
Alabama
$846K +$234K +928 +45%
GLLW
2053
Graves Light Lenhart Wealth
Virginia
$844K +$252 +1 +0%
WIM
2054
Wiregrass Investment Management
Georgia
$844K -$27.7K -110 -4%
KLWA
2055
Kelly Lawrence W & Associates
California
$844K – – –
DTC
2056
Davidson Trust Company
Washington
$844K +$18.1K +72 +2%
SI
2057
Sprott Inc
Ontario, Canada
$844K +$756K +3,000 New
MWC
2058
MBM Wealth Consultants
Missouri
$841K +$111K +439 +17%
LCGC
2059
Legacy Capital Group California
California
$841K -$416K -1,653 -36%
NCM
2060
Novare Capital Management
North Carolina
$840K +$55.7K +221 +8%
BFA
2061
Brendel Financial Advisors
New Hampshire
$839K -$3.28M -13,025 -81%
FWA
2062
FORM Wealth Advisors
Wisconsin
$839K – – –
TCOTS
2063
Trust Company of the South
North Carolina
$838K -$63K -250 -8%
KFS
2064
Kurt F. Somerville
$838K – – –
PMFA
2065
Plante Moran Financial Advisors
Michigan
$836K -$6.3K -25 -0.8%
EPW
2066
Endeavor Private Wealth
Kansas
$834K -$7.56K -30 -1%
SAM
2067
Strategy Asset Managers
California
$832K -$4.79K -19 -0.6%
LPAM
2068
Lodestar Private Asset Management
California
$829K -$1.51K -6 -0.2%
CFS
2069
Commonwealth Financial Services
West Virginia
$829K +$19.4K +77 +3%
MFG
2070
Magnus Financial Group
New York
$828K -$103K -408 -12%
WKWM
2071
Walter & Keenan Wealth Management
Indiana
$827K +$72.3K +287 +11%
HW
2072
HORAN Wealth
Ohio
$827K -$721K -2,861 -49%
CAWM
2073
Capital Advisors Wealth Management
Washington
$827K -$29.2K -116 -4%
HTIM
2074
Harbour Trust & Investment Management
Indiana
$827K -$14.4K -57 -2%
PAS
2075
Professional Advisory Services
Florida
$825K – – –
81 82
83
84 85