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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
AW
2301
Avion Wealth
Texas
$127K +$1.85K +13 +1%
CP
2302
Castleview Partners
Texas
$126K -$569 -4 -0.4%
HWA
2303
HHM Wealth Advisors
Tennessee
$126K – – –
NICM
2304
Neo Ivy Capital Management
New York
$125K +$126K +888 New
IHWM
2305
Iron Horse Wealth Management
Iowa
$122K +$9.96K +70 +9%
FWA
2306
FSC Wealth Advisors
New York
$121K – – –
BCM
2307
Blume Capital Management
California
$118K – – –
PWMG
2308
Prestige Wealth Management Group
New Jersey
$117K +$5.41K +38 +5%
CWM
2309
Compass Wealth Management
Connecticut
$116K +$50.1K +352 +74%
BG
2310
Bollard Group
Massachusetts
$112K -$1.42K -10 -1%
ASBI
2311
American State Bank (Iowa)
Iowa
$108K – – –
RW
2312
RVW Wealth
California
$107K +$109K +763 New
WIM
2313
Westside Investment Management
California
$104K – – –
GKIM
2314
GW&K Investment Management
Massachusetts
$102K +$27.9K +196 +37%
PPC
2315
Park Place Capital
Alabama
$102K +$3.56K +25 +4%
ORAM
2316
One River Asset Management
Connecticut
$100K -$212K -1,492 -68%
HWM
2317
HighMark Wealth Management
Minnesota
$99K +$1.14K +8 +1%
CAS
2318
Coppell Advisory Solutions
Texas
$97.9K +$16.4K +115 +20%
EWM
2319
Evermay Wealth Management
Virginia
$96.4K -$7.11K -50 -7%
JFGIW
2320
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$95.4K -$149K -1,046 -61%
FFA
2321
Fairfield Financial Advisors
Massachusetts
$94.9K -$5.12K -36 -5%
NIC
2322
Northwest Investment Counselors
Oregon
$93.9K +$5.55K +39 +6%
WOSD
2323
WFA of San Diego
California
$93.4K – – –
AWM
2324
Abound Wealth Management
Tennessee
$93.4K +$1.71K +12 +2%
SWM
2325
Sanctuary Wealth Management
Idaho
$92.2K – – –
91 92
93
94 95