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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
ASBI
2501
American State Bank (Iowa)
Iowa
$126K – – –
GKIM
2502
GW&K Investment Management
Massachusetts
$125K +$5.59K +37 +5%
MCM
2503
MidAtlantic Capital Management
Virginia
$125K +$115K +764 New
LPP
2504
Life Planning Partners
Florida
$122K +$113K +745 New
WIM
2505
Westside Investment Management
California
$121K – – –
A
2506
AJOVista
Massachusetts
$119K +$110K +726 New
ODG
2507
O'Dell Group
Ohio
$118K +$109K +719 New
HWM
2508
HighMark Wealth Management
Minnesota
$117K +$1.06K +7 +1%
MSG
2509
Main Street Group
Virginia
$116K +$108K +712 New
PWMG
2510
Prestige Wealth Management Group
New Jersey
$115K -$19.6K -130 -16%
FFA
2511
Frazier Financial Advisors
Ohio
$114K +$106K +699 New
FFA
2512
Fairfield Financial Advisors
Massachusetts
$111K +$604 +4 +0.6%
WBC
2513
West Branch Capital
Massachusetts
$111K +$4.53K +30 +5%
PWMG
2514
Private Wealth Management Group
New Jersey
$110K +$102K +673 New
IHWM
2515
Iron Horse Wealth Management
Iowa
$110K -$30.2K -200 -23%
EWM
2516
Evermay Wealth Management
Virginia
$108K -$3.63K -24 -3%
SAM
2517
S.A. Mason
Michigan
$108K +$14.5K +96 +17%
SWM
2518
Sanctuary Wealth Management
Idaho
$107K – – –
AWM
2519
Abound Wealth Management
Tennessee
$107K -$1.96K -13 -2%
VAMG
2520
Voisard Asset Management Group
Michigan
$106K +$98.2K +650 New
FMP
2521
Financial Management Professionals
Texas
$106K – – –
WIA
2522
Wetzel Investment Advisors
Indiana
$104K +$95.7K +633 New
SFFS
2523
Stonehage Fleming Financial Services
Jersey
$103K – – –
FCT
2524
First Community Trust
Iowa
$101K – – –
GC
2525
Gould Capital
Washington
$101K – – –
99 100
101
102 103