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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
2176
BluePath Capital Management
Georgia
$536K -$574K -2,348 -52%
AL
2177
Arnhold LLC
New York
$536K – – –
BWS
2178
Broadway Wealth Solutions
Texas
$536K +$52.1K +213 +11%
MIFH
2179
Migdal Insurance & Financial Holdings
Israel
$535K +$94.4K +386 +22%
RWP
2180
Revolve Wealth Partners
New Jersey
$533K +$39.9K +163 +8%
DMKJ
2181
David M. Knott Jr
$533K – – –
MLFP
2182
MPS Loria Financial Planners
Illinois
$532K +$1.71K +7 +0.3%
MCA
2183
MSH Capital Advisors
Arizona
$532K – – –
WW
2184
Waterfront Wealth
Kansas
$532K -$62.4K -255 -11%
AA
2185
Apriem Advisors
California
$531K -$24.5K -100 -4%
SAW
2186
Signal Advisors Wealth
Michigan
$531K -$93.7K -383 -15%
DW30
2187
Drucker Wealth 3.0
New Jersey
$530K +$33.3K +136 +7%
CBT
2188
CoreFirst Bank & Trust
Kansas
$530K – – –
C
2189
Certuity
Florida
$529K -$14.4K -59 -3%
MAG
2190
MRA Advisory Group
New Jersey
$529K +$7.09K +29 +1%
GWM
2191
Glass Wealth Management
Texas
$528K – – –
HPG
2192
Harvest Portfolios Group
Ontario, Canada
$527K -$405K -1,656 -44%
FA
2193
Freestate Advisors
Kansas
$527K – – –
NPF
2194
Norris Perne & French
Michigan
$527K -$249K -1,016 -32%
PB
2195
Pinnacle Bancorp
Nebraska
$527K – – –
CPWA
2196
Cerro Pacific Wealth Advisors
California
$527K +$80.5K +329 +16%
6F
2197
626 Financial
Michigan
$527K -$115K -471 -18%
EIG
2198
Ellenbecker Investment Group
Wisconsin
$525K +$13K +53 +3%
DIP
2199
Davis Investment Partners
North Carolina
$525K +$2.69K +11 +0.5%
LAM
2200
Lifestyle Asset Management
Texas
$524K +$2.45K +10 +0.5%
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88
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