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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
AFT
2176
Alpha Family Trust
California
$538K – – –
PIM
2177
Progressive Investment Management
Oregon
$538K +$3.67K +15 +0.7%
BIG
2178
Brookwood Investment Group
Arizona
$538K +$529K +2,162 New
FHC
2179
First Heartland Consultants
Missouri
$537K -$3.18K -13 -0.6%
BCM
2180
BluePath Capital Management
Georgia
$536K -$574K -2,348 -52%
AL
2181
Arnhold LLC
New York
$536K – – –
BWS
2182
Broadway Wealth Solutions
Texas
$536K +$52.1K +213 +11%
MIFH
2183
Migdal Insurance & Financial Holdings
Israel
$535K +$94.4K +386 +22%
RWP
2184
Revolve Wealth Partners
New Jersey
$533K +$39.9K +163 +8%
DMKJ
2185
David M. Knott Jr
$533K – – –
MLFP
2186
MPS Loria Financial Planners
Illinois
$532K +$1.71K +7 +0.3%
MCA
2187
MSH Capital Advisors
Arizona
$532K – – –
WW
2188
Waterfront Wealth
Kansas
$532K -$62.4K -255 -11%
AA
2189
Apriem Advisors
California
$531K -$24.5K -100 -4%
SAW
2190
Signal Advisors Wealth
Michigan
$531K -$93.7K -383 -15%
DW30
2191
Drucker Wealth 3.0
New Jersey
$530K +$33.3K +136 +7%
CBT
2192
CoreFirst Bank & Trust
Kansas
$530K – – –
C
2193
Certuity
Florida
$529K -$14.4K -59 -3%
MAG
2194
MRA Advisory Group
New Jersey
$529K +$7.09K +29 +1%
GWM
2195
Glass Wealth Management
Texas
$528K – – –
HPG
2196
Harvest Portfolios Group
Ontario, Canada
$527K -$405K -1,656 -44%
FA
2197
Freestate Advisors
Kansas
$527K – – –
NPF
2198
Norris Perne & French
Michigan
$527K -$249K -1,016 -32%
PB
2199
Pinnacle Bancorp
Nebraska
$527K – – –
CPWA
2200
Cerro Pacific Wealth Advisors
California
$527K +$80.5K +329 +16%
86 87
88
89 90