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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
SFMG
2526
Sage Financial Management Group
Virginia
$443K – – –
CCC
2527
Compass Capital Corp
Massachusetts
$443K -$137K -525 -27%
PMG
2528
ProVise Management Group
Florida
$442K -$3.67K -14 -0.9%
GC
2529
Gibson Capital
Pennsylvania
$442K +$180K +687 +78%
WB
2530
West Bancorporation
Iowa
$442K -$209K -800 -34%
AV
2531
Aspiring Ventures
Ohio
$441K +$409K +1,564 New
NWA
2532
New World Advisors
Massachusetts
$441K -$121K -463 -23%
WI
2533
WJ Interests
Texas
$441K – – –
MIM
2534
Macroview Investment Management
Maryland
$441K +$262 +1 +0.1%
NI
2535
NDVR Inc
Massachusetts
$441K +$3.4K +13 +0.8%
GWP
2536
Gateway Wealth Partners
Wisconsin
$441K +$116K +445 +40%
API
2537
Asset Planning Inc
California
$440K +$262 +1 +0.1%
VC
2538
Vestor Capital
Illinois
$440K -$37.7K -144 -8%
SDWMA
2539
Schneider Downs Wealth Management Advisors
Pennsylvania
$440K -$785 -3 -0.2%
DFP
2540
Defined Financial Planning
California
$437K -$13.6K -52 -3%
SLC
2541
Second Line Capital
Louisiana
$437K +$10.5K +40 +3%
FCG
2542
Fielder Capital Group
Tennessee
$437K +$5.5K +21 +1%
PFP
2543
Paragon Financial Partners
California
$436K – – –
CA
2544
Capital Advantage
California
$436K -$61.5K -235 -13%
TTWM
2545
TCV Trust & Wealth Management
Virginia
$435K – – –
HDA
2546
Harold Davidson & Associates
California
$435K +$403K +1,540 New
CCG
2547
Coastwise Capital Group
California
$435K +$1.83K +7 +0.5%
WA
2548
Win Advisors
Florida
$432K +$401K +1,532 New
SGFG
2549
Silver Grove Financial Group
New York
$432K +$401K +1,531 New
TCOK
2550
Trust Company of Kansas
Kansas
$431K +$399K +1,526 New
100 101
102
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