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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
HAS
2526
Holland Advisory Services
Florida
$359K +$37.9K +155 +12%
CWC
2527
Carolinas Wealth Consulting
North Carolina
$359K -$2.69K -11 -0.8%
OAM
2528
Occidental Asset Management
California
$359K +$353K +1,442 New
CSPIA
2529
Cary Street Partners Investment Advisory
Virginia
$359K +$118K +484 +51%
SIC
2530
SJS Investment Consulting
Ohio
$358K +$734 +3 +0.2%
TTWM
2531
TCV Trust & Wealth Management
Virginia
$358K +$24.5K +100 +7%
AWG
2532
Altus Wealth Group
Colorado
$358K -$734 -3 -0.2%
PAW
2533
Plan A Wealth
Nebraska
$358K +$352K +1,440 New
JWM
2534
JGP Wealth Management
Oregon
$358K +$4.89K +20 +1%
NWA
2535
New World Advisors
Massachusetts
$358K -$978 -4 -0.3%
PWA
2536
Primoris Wealth Advisors
Florida
$357K – – –
MIA
2537
MeadowBrook Investment Advisors
Michigan
$357K -$3.67K -15 -1%
AFM
2538
Abbot Financial Management
Massachusetts
$356K +$2.69K +11 +0.8%
SA
2539
Sovran Advisors
California
$356K -$14.9K -61 -4%
MSR
2540
Main Street Research
Connecticut
$355K -$56.3K -230 -14%
LAM
2541
Lountzis Asset Management
Pennsylvania
$354K – – –
AIM
2542
Advyzon Investment Management
Illinois
$354K -$16.9K -69 -5%
SF
2543
Safeguard Financial
Wisconsin
$354K +$3.18K +13 +0.9%
WAAG
2544
Wealth Alliance Advisory Group
Kansas
$354K -$121K -495 -26%
RWM
2545
Rockline Wealth Management
New York
$354K +$8.81K +36 +3%
AGWCA
2546
Annis Gardner Whiting Capital Advisors
Florida
$353K -$73.4K -300 -17%
BTWM
2547
Brass Tax Wealth Management
Ohio
$353K -$3.18K -13 -0.9%
MWA
2548
Motive Wealth Advisors
Michigan
$353K -$21K -86 -6%
AFM
2549
Aspetuck Financial Management
Connecticut
$352K – – –
BFAG
2550
Blackston Financial Advisory Group
Florida
$352K -$39.9K -163 -10%
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102
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