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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
2226
Summit Wealth Partners
Florida
$592K +$164K +605 +33%
MCA
2227
MSH Capital Advisors
Arizona
$592K +$72.8K +269 +12%
MLA
2228
MB, Levis & Associates
Pennsylvania
$591K +$541 +2 +0.1%
QPBE
2229
Quintet Private Bank (Europe)
Luxembourg
$590K -$233K -862 -26%
VCM
2230
Virtue Capital Management
Tennessee
$590K -$600K -2,217 -47%
VEM
2231
Vann Equity Management
Texas
$589K +$658K +2,432 New
WOSD
2232
WFA of San Diego
California
$589K -$2.71K -10 -0.4%
FHC
2233
First Heartland Consultants
Missouri
$589K -$11.6K -43 -2%
QFA
2234
Quantum Financial Advisors
California
$587K -$13.8K -51 -2%
CIA
2235
Cape Investment Advisory
Georgia
$587K -$458K -1,692 -41%
SIM
2236
Stratos Investment Management
Ohio
$586K -$482K -1,781 -42%
RWM
2237
Rench Wealth Management
Texas
$586K +$3.52K +13 +0.5%
SF
2238
Symphony Financial
Texas
$585K -$18.7K -69 -3%
RPWA
2239
Regent Peak Wealth Advisors
Georgia
$584K +$8.39K +31 +1%
SL
2240
Sentinus LLC
Illinois
$583K +$28.1K +104 +5%
OP
2241
Oath Planning
Oklahoma
$582K +$3.79K +14 +0.6%
AAP
2242
Aristotle Atlantic Partners
Florida
$582K – – –
MJRIC
2243
Mogy Joel R Investment Counsel
California
$582K – – –
AA
2244
Aire Advisors
California
$582K +$17.9K +66 +3%
IWP
2245
Innova Wealth Partners
Pennsylvania
$582K +$2.98K +11 +0.5%
IAS
2246
Integrity Advisory Solutions
Texas
$581K -$8.93K -33 -1%
CFG
2247
CMC Financial Group
Georgia
$581K -$94.2K -348 -13%
GFA
2248
Godfrey Financial Associates
New York
$581K +$541 +2 +0.1%
SFS
2249
Security Financial Services
Indiana
$580K +$15.4K +57 +2%
DWM
2250
Drive Wealth Management
Utah
$578K +$26.2K +97 +4%
88 89
90
91 92