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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
CWC
2526
Carolinas Wealth Consulting
North Carolina
$320K -$236K -1,058 -42%
MIA
2527
MeadowBrook Investment Advisors
Michigan
$319K -$3.34K -15 -1%
EFL
2528
ERn Financial LLC
Wisconsin
$318K -$36.1K -162 -10%
SSW
2529
Stone Summit Wealth
Florida
$318K +$56.3K +253 +21%
AWG
2530
Altus Wealth Group
Colorado
$317K +$41K +184 +15%
NWA
2531
New World Advisors
Massachusetts
$317K – – –
FMTCOCP
2532
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$317K – – –
HWA
2533
HHM Wealth Advisors
Tennessee
$317K +$57.5K +258 +22%
BOM
2534
Bank of Marin
California
$317K – – –
SIC
2535
SJS Investment Consulting
Ohio
$316K -$2.23K -10 -0.7%
PCM
2536
Palisade Capital Management
New Jersey
$316K -$17.8K -80 -5%
PWA
2537
Primoris Wealth Advisors
Florida
$316K – – –
BTWM
2538
Brass Tax Wealth Management
Ohio
$315K -$4.23K -19 -1%
TAM
2539
Titleist Asset Management
Texas
$315K +$9.58K +43 +3%
PCM
2540
Polymer Capital Management
New York
$315K +$319K +1,431 New
WI
2541
WBI Investments
New Jersey
$314K -$1.65M -7,402 -84%
EA
2542
Everpar Advisors
Oklahoma
$313K -$5.79K -26 -2%
EGWAG
2543
Elwood & Goetz Wealth Advisory Group
Georgia
$313K +$15.4K +69 +5%
AFM
2544
Abbot Financial Management
Massachusetts
$312K – – –
JWM
2545
JGP Wealth Management
Oregon
$312K +$12.2K +55 +4%
RRCM
2546
Rappaport Reiches Capital Management
Illinois
$312K -$18.7K -84 -6%
AFM
2547
Aspetuck Financial Management
Connecticut
$311K +$316K +1,417 New
GKWIM
2548
Gerber Kawasaki Wealth & Investment Management
California
$311K +$14.9K +67 +5%
FFG
2549
Frisch Financial Group
New York
$311K -$9.35K -42 -3%
EI
2550
Ellevest Inc
New York
$311K +$7.35K +33 +2%
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