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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
LA
2251
Lakeside Advisors
Washington
$435K – – –
EBT
2252
Enterprise Bank & Trust
Massachusetts
$435K +$4.68K +21 +1%
PA
2253
PSI Advisors
Florida
$434K +$5.12K +23 +1%
WAL
2254
W Advisors LLC
Tennessee
$433K +$2.67K +12 +0.6%
PJSIMP
2255
P.J. Schmidt Investment Management (PJS)
Wisconsin
$433K +$22.3K +100 +5%
TDB
2256
Thompson David Blair
$433K +$439K +1,969 New
FA
2257
Faithward Advisors
Pennsylvania
$431K -$8.91K -40 -2%
BFS
2258
BridgePort Financial Solutions
Iowa
$431K +$379K +1,700 New
KAM
2259
KEB Asset Management
Illinois
$429K -$21.8K -98 -5%
BF
2260
Brucke Financial
Indiana
$429K +$373K +1,677 New
PAM
2261
Parvin Asset Management
South Dakota
$429K +$434K +1,950 New
AT
2262
Arlington Trust
Alabama
$428K +$115K +518 +36%
BWS
2263
Broadway Wealth Solutions
Texas
$427K +$433K +1,942 New
MCM
2264
Morton Capital Management
California
$426K +$15.6K +70 +4%
SWP
2265
Summit Wealth Partners
Florida
$425K +$223 +1 +0.1%
CFG
2266
CKW Financial Group
Hawaii
$425K -$143K -644 -25%
GA
2267
Goldstein Advisors
Wisconsin
$425K +$159K +715 +59%
AG
2268
AlTi Global
New York
$425K -$123K -552 -22%
HI
2269
Human Investing
Oregon
$424K -$17.6K -79 -4%
BAM
2270
BOS Asset Management
Illinois
$424K -$12.5K -56 -3%
PPW
2271
Pasadena Private Wealth
California
$424K +$2.23K +10 +0.5%
HI
2272
Hoey Investments
Pennsylvania
$423K +$208K +932 +94%
O3W
2273
Omni 360 Wealth
New Jersey
$423K -$28.1K -126 -6%
LCM
2274
Lazari Capital Management
California
$423K +$8.24K +37 +2%
CWP
2275
CFM Wealth Partners
Texas
$422K – – –
89 90
91
92 93