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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
2301
Atticus Wealth Management
Florida
$648K +$334K +1,327 +136%
TF
2302
Talbot Financial
Washington
$647K – – –
CSPIA
2303
Cary Street Partners Investment Advisory
Virginia
$647K -$14.1K -56 -2%
FC
2304
FORA Capital
Florida
$646K +$579K +2,298 New
FOA
2305
Five Oceans Advisors
California
$646K -$4.03K -16 -0.7%
CHA
2306
Cooper/Haims Advisors
New York
$645K -$147K -582 -20%
1C
2307
111 Capital
France
$643K -$398K -1,581 -41%
WBCM
2308
Wilson & Boucher Capital Management
California
$643K -$10.1K -40 -2%
EAM
2309
Empirical Asset Management
Massachusetts
$642K +$179K +712 +45%
PWP
2310
Precedent Wealth Partners
Texas
$638K +$572K +2,269 New
BA
2311
Ballast Advisors
Minnesota
$638K -$5.79K -23 -1%
LP
2312
LGL Partners
Pennsylvania
$637K +$38.3K +152 +7%
SP
2313
Stonebrook Private
Michigan
$636K +$80.1K +318 +16%
PCH
2314
PGIM Custom Harvest
New Jersey
$636K +$58.2K +231 +11%
GD
2315
Grandfield & Dodd
New York
$636K -$12.6K -50 -2%
MSRI
2316
Michael S. Ryan Inc
New York
$636K – – –
WA
2317
Winter & Associates
Minnesota
$635K +$504 +2 +0.1%
MI
2318
Markowski Investments
Florida
$634K +$568K +2,256 New
JTWM
2319
Jackson Thornton Wealth Management
Alabama
$633K +$246K +978 +77%
CRI
2320
Commonwealth Retirement Investments
Virginia
$632K +$9.07K +36 +2%
FSA
2321
Financial Security Advisor
Virginia
$631K +$5.04K +20 +0.9%
TWM
2322
TriaGen Wealth Management
California
$630K – – –
HHAA
2323
Henry H. Armstrong Associates
Pennsylvania
$629K – – –
C
2324
Certuity
Florida
$628K +$41.8K +166 +8%
AHL
2325
Abel Hall LLC
Louisiana
$625K +$60.5K +240 +12%
91 92
93
94 95