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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
2401
Trinity Wealth Management
Pennsylvania
$412K +$1.96K +8 +0.5%
AG
2402
AlTi Global
New York
$411K -$66.8K -273 -14%
IPWA
2403
International Private Wealth Advisors
California
$411K +$16.6K +68 +4%
BS
2404
Brighton Securities
New York
$411K -$61.9K -253 -13%
QC
2405
Quantessence Capital
New York
$410K +$404K +1,650 New
WCM
2406
Wedge Capital Management
North Carolina
$410K -$7.83K -32 -2%
LF
2407
Lee Financial
Texas
$410K -$62.1K -254 -13%
SPI
2408
Sutton Place Investors
New York
$409K -$807K -3,300 -67%
RPA
2409
Rock Point Advisors
Vermont
$409K -$3.67K -15 -0.9%
RWS
2410
Resolute Wealth Strategies
Mississippi
$409K +$5.14K +21 +1%
NSB
2411
Norway Savings Bank
Maine
$408K – – –
GHA
2412
GW Henssler & Associates
Georgia
$408K +$4.16K +17 +1%
BAM
2413
Boyar Asset Management
New York
$408K – – –
CCA
2414
Cottonwood Capital Advisors
Utah
$408K – – –
ACGA
2415
Atlanta Consulting Group Advisors
Georgia
$407K – – –
HIA
2416
HTG Investment Advisors
Connecticut
$406K -$5.87K -24 -1%
ODIJL
2417
One Day In July LLC
Vermont
$405K +$174K +711 +78%
SCI
2418
Stableford Capital II
Arizona
$404K – – –
IWM
2419
Integris Wealth Management
California
$403K -$4.89K -20 -1%
IP
2420
Isthmus Partners
Wisconsin
$403K – – –
CH
2421
Canton Hathaway
Rhode Island
$403K – – –
NCM
2422
Noesis Capital Mangement
Florida
$403K – – –
AIP
2423
Almanack Investment Partners
Pennsylvania
$402K -$65.3K -267 -14%
HIA
2424
HFM Investment Advisors
New Jersey
$402K +$396K +1,617 New
SDWMA
2425
Schneider Downs Wealth Management Advisors
Pennsylvania
$401K – – –
95 96
97
98 99