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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
CFO
2201
Cambient Family Office
Michigan
$752K +$761K +2,540 New
RAG
2202
RIA Advisory Group
Iowa
$750K -$133K -444 -15%
CSPIA
2203
Cary Street Partners Investment Advisory
Virginia
$750K +$241K +805 +47%
TFA
2204
Transamerica Financial Advisors
Florida
$750K -$21.6K -72 -3%
PIP
2205
Peachtree Investment Partners
Florida
$748K +$221K +737 +41%
MLL
2206
Moody Lynn & Lieberson
Massachusetts
$746K +$299 +1 +0%
SL
2207
Summitry LLC
California
$746K +$38K +127 +5%
EWM
2208
Evermay Wealth Management
Virginia
$746K +$15.9K +53 +2%
SKK
2209
Shepherd Kaplan Krochuk
Massachusetts
$745K -$30.8K -103 -4%
SL
2210
Salomon & Ludwin
Virginia
$745K -$132K -441 -15%
AAG
2211
Asset Advisory Group
New Jersey
$744K +$752K +2,512 New
CWM
2212
Centric Wealth Management
Illinois
$743K +$299 +1 +0%
GG
2213
Greenwood Gearhart
Arkansas
$743K -$44.9K -150 -6%
HCMT
2214
Highland Capital Management (Tennessee)
Tennessee
$743K -$114K -381 -13%
FG
2215
Foster Group
Iowa
$742K +$9.88K +33 +1%
TW
2216
TritonPoint Wealth
Maryland
$742K -$88.9K -297 -11%
BC
2217
Barrett & Company
Rhode Island
$741K -$60.5K -202 -7%
PB
2218
Prosperity Bancshares
Texas
$741K +$749K +2,500 New
TWP
2219
Tower Wealth Partners
Pennsylvania
$740K +$22.8K +76 +3%
ARA
2220
Approach Retirement Advisors
Alabama
$740K +$748K +2,497 New
EFA
2221
Evernest Financial Advisors
Indiana
$738K -$26.7K -89 -3%
LAM
2222
Lewis Asset Management
California
$737K -$75.5K -252 -9%
FMN
2223
Financial Management Network
California
$737K +$2.4K +8 +0.3%
COCM
2224
Charter Oak Capital Management
New Hampshire
$736K +$59.6K +199 +9%
AAIM
2225
Asset Advisors Investment Management
Georgia
$735K – – –
87 88
89
90 91