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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
LP
2326
LGL Partners
Pennsylvania
$637K +$38.3K +152 +7%
SP
2327
Stonebrook Private
Michigan
$636K +$80.1K +318 +16%
PCH
2328
PGIM Custom Harvest
New Jersey
$636K +$58.2K +231 +11%
GD
2329
Grandfield & Dodd
New York
$636K -$12.6K -50 -2%
MSRI
2330
Michael S. Ryan Inc
New York
$636K – – –
WA
2331
Winter & Associates
Minnesota
$635K +$504 +2 +0.1%
MI
2332
Markowski Investments
Florida
$634K +$568K +2,256 New
JTWM
2333
Jackson Thornton Wealth Management
Alabama
$633K +$246K +978 +77%
CRI
2334
Commonwealth Retirement Investments
Virginia
$632K +$9.07K +36 +2%
FSA
2335
Financial Security Advisor
Virginia
$631K +$5.04K +20 +0.9%
TWM
2336
TriaGen Wealth Management
California
$630K – – –
HHAA
2337
Henry H. Armstrong Associates
Pennsylvania
$629K – – –
C
2338
Certuity
Florida
$628K +$41.8K +166 +8%
AHL
2339
Abel Hall LLC
Louisiana
$625K +$60.5K +240 +12%
IA
2340
Insight Advisors
Pennsylvania
$625K +$122K +486 +28%
FFA
2341
Fi3 Financial Advisors
Indiana
$624K +$114K +453 +27%
PB
2342
Prosperity Bancshares
Texas
$623K +$18.6K +74 +3%
WIA
2343
Wealthedge Investment Advisors
New York
$622K +$557K +2,212 New
CWMGO
2344
Capstone Wealth Management Group (Oregon)
Oregon
$621K -$282K -1,119 -34%
WW
2345
Waterfront Wealth
Kansas
$620K -$1.26K -5 -0.2%
RFP
2346
Roth Financial Partners
Texas
$619K -$252K -1,000 -31%
UAML
2347
US Asset Management LLC
Pennsylvania
$619K +$2.52K +10 +0.5%
AWP
2348
Accretive Wealth Partners
New Jersey
$618K +$50.4K +200 +10%
WPP
2349
Whalerock Point Partners
Rhode Island
$618K -$5.04K -20 -0.9%
PA
2350
PSI Advisors
Florida
$617K +$9.07K +36 +2%
92 93
94
95 96