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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
AFM
2551
Aspetuck Financial Management
Connecticut
$352K – – –
BFAG
2552
Blackston Financial Advisory Group
Florida
$352K -$39.9K -163 -10%
FF
2553
Friday Financial
Iowa
$352K +$92.2K +377 +37%
VPP
2554
Vertex Planning Partners
Illinois
$351K +$12.2K +50 +4%
IPW
2555
Impact Partnership Wealth
Georgia
$351K -$2.18M -8,898 -86%
BI
2556
Bolthouse Investments
California
$351K – – –
SEM
2557
Strategic Equity Management
Arizona
$350K +$88.5K +362 +35%
SLC
2558
Second Line Capital
Louisiana
$350K – – –
ZBNA
2559
Zions Bancorporation, National Association
Utah
$350K +$344K +1,406 New
MAWCM
2560
Mine & Arao Wealth Creation & Management
California
$348K – – –
FRM
2561
Foundation Resource Management
Arkansas
$348K – – –
SA
2562
Skyline Advisors
Washington
$347K – – –
GSIAS
2563
Garden State Investment Advisory Services
New Jersey
$347K +$33.5K +137 +11%
WAOI
2564
Wealth Advisors of Iowa
Iowa
$346K +$2.2K +9 +0.7%
FFG
2565
Frisch Financial Group
New York
$345K -$6.36K -26 -2%
CA
2566
Cache Advisors
California
$345K – – –
IIA
2567
Integral Investment Advisors
California
$344K -$26.4K -108 -7%
RRCM
2568
Rappaport Reiches Capital Management
Illinois
$344K -$8.07K -33 -2%
SIC
2569
Samalin Investment Counsel
New York
$344K +$339K +1,384 New
MPI
2570
Mairs & Power Inc
Minnesota
$343K +$64.1K +262 +23%
DWM
2571
DecisionMap Wealth Management
Virginia
$343K +$48.2K +197 +17%
EW
2572
Elyxium Wealth
California
$342K +$337K +1,376 New
ARG
2573
Advisory Resource Group
Oklahoma
$342K -$32K -131 -9%
KA
2574
Kooman & Associates
Pennsylvania
$342K +$9.29K +38 +3%
EFL
2575
ERn Financial LLC
Wisconsin
$339K -$20.5K -84 -6%
101 102
103
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