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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
FBFS
2526
First Business Financial Services
Wisconsin
$523K -$52.1K -174 -9%
KTC
2527
Kentucky Trust Company
Kentucky
$522K -$29.9K -100 -5%
FZCM
2528
Flynn Zito Capital Management
New York
$522K -$2.69K -9 -0.5%
PMG
2529
Private Management Group
California
$521K – – –
WF
2530
Whelan Financial
California
$521K -$80.3K -268 -13%
TCWM
2531
Total Clarity Wealth Management
Illinois
$521K -$1.06M -3,538 -67%
PP
2532
Pacifica Partners
Canada
$521K -$19.8K -66 -4%
JPWM
2533
Jamison Private Wealth Management
Georgia
$520K +$1.5K +5 +0.3%
PP
2534
PFS Partners
New Jersey
$520K +$1.5K +5 +0.3%
WCM
2535
Windsor Capital Management
Arizona
$519K -$6.89K -23 -1%
SPF
2536
South Plains Financial
Texas
$519K -$1.5K -5 -0.3%
CCM
2537
Coerente Capital Management
Ontario, Canada
$518K – – –
MAWCM
2538
Mine & Arao Wealth Creation & Management
California
$518K – – –
PTB
2539
Pioneer Trust Bank
Oregon
$518K – – –
TCBWMS
2540
Texas Capital Bank Wealth Management Services
Texas
$518K +$197K +657 +60%
SP
2541
Stonebrook Private
Michigan
$517K +$19.8K +66 +4%
JWM
2542
JGP Wealth Management
Oregon
$517K +$10.5K +35 +2%
WWG
2543
West Wealth Group
California
$516K -$51.5K -172 -9%
PCP
2544
Proficio Capital Partners
Massachusetts
$516K -$21.3K -71 -4%
MF
2545
Meridian Financial
Massachusetts
$515K -$12.3K -41 -2%
BLWM
2546
Bucket List Wealth Management
Florida
$514K +$520K +1,736 New
OBWP
2547
O'Brien Wealth Partners
Massachusetts
$514K +$2.4K +8 +0.5%
CFG
2548
Carter Financial Group
Illinois
$514K -$21.3K -71 -4%
SP
2549
Successful Portfolios
Florida
$514K +$506K +1,688 New
MAP
2550
Moody Aldrich Partners
Massachusetts
$513K +$299 +1 +0.1%
100 101
102
103 104