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IBM
IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
2501
Capital Advantage
California
$507K -$24.4K -97 -5%
CWM
2502
Challenger Wealth Management
California
$507K +$10.6K +42 +2%
RA
2503
Riversedge Advisors
Delaware
$506K +$211K +839 +87%
HBW
2504
Hazlett, Burt & Watson
West Virginia
$506K +$21.7K +86 +5%
CNB
2505
Camden National Bank
Maine
$506K – – –
BFPW
2506
BOK Financial Private Wealth
Colorado
$506K +$4.03K +16 +0.9%
DRP
2507
Decker Retirement Planning
Utah
$505K +$252 +1 +0.1%
BWFA
2508
Baltimore-Washington Financial Advisors
Maryland
$505K +$74.3K +295 +20%
ICP
2509
Impact Capital Partners
Colorado
$505K +$116K +459 +34%
PFW
2510
Petros Family Wealth
Minnesota
$505K -$36K -143 -7%
JCM
2511
Jacobsen Capital Management
Utah
$505K -$5.54K -22 -1%
RCM
2512
RB Capital Management
Nevada
$504K +$125K +498 +38%
ECAM
2513
East Coast Asset Management
Massachusetts
$504K – – –
AIC
2514
Argus Investors Counsel
New York
$504K +$1.01K +4 +0.2%
CMP
2515
Coston McIsaac & Partners
Maine
$504K +$504 +2 +0.1%
VCAM
2516
Van Cleef Asset Management
Ohio
$504K – – –
BIG
2517
Brookwood Investment Group
Arizona
$503K -$39.8K -158 -8%
BFA
2518
Bright Financial Advisors
Michigan
$503K +$60.5K +240 +16%
BBNB
2519
Baker Boyer National Bank
Washington
$502K -$51.1K -203 -10%
AU
2520
AlphaGrep UK
$502K +$186K +738 +71%
HCP
2521
Holt Capital Partners
Texas
$501K +$18.9K +75 +4%
PEWA
2522
Pacific Excel Wealth Advisors
California
$501K +$449K +1,781 New
HFO
2523
Heritage Family Offices
Arizona
$501K +$89.9K +357 +25%
DIM
2524
DLK Investment Management
California
$501K -$39.3K -156 -5%
JPWM
2525
Jamison Private Wealth Management
Georgia
$498K +$2.52K +10 +0.6%
99 100
101
102 103