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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
FF
2551
Friday Financial
Iowa
$352K +$92.2K +377 +37%
VPP
2552
Vertex Planning Partners
Illinois
$351K +$12.2K +50 +4%
IPW
2553
Impact Partnership Wealth
Georgia
$351K -$2.18M -8,898 -86%
BI
2554
Bolthouse Investments
California
$351K – – –
SEM
2555
Strategic Equity Management
Arizona
$350K +$88.5K +362 +35%
SLC
2556
Second Line Capital
Louisiana
$350K – – –
ZBNA
2557
Zions Bancorporation, National Association
Utah
$350K +$344K +1,406 New
MAWCM
2558
Mine & Arao Wealth Creation & Management
California
$348K – – –
FRM
2559
Foundation Resource Management
Arkansas
$348K – – –
SA
2560
Skyline Advisors
Washington
$347K – – –
GSIAS
2561
Garden State Investment Advisory Services
New Jersey
$347K +$33.5K +137 +11%
WAOI
2562
Wealth Advisors of Iowa
Iowa
$346K +$2.2K +9 +0.7%
FFG
2563
Frisch Financial Group
New York
$345K -$6.36K -26 -2%
CA
2564
Cache Advisors
California
$345K – – –
IIA
2565
Integral Investment Advisors
California
$344K -$26.4K -108 -7%
RRCM
2566
Rappaport Reiches Capital Management
Illinois
$344K -$8.07K -33 -2%
SIC
2567
Samalin Investment Counsel
New York
$344K +$339K +1,384 New
MPI
2568
Mairs & Power Inc
Minnesota
$343K +$64.1K +262 +23%
DWM
2569
DecisionMap Wealth Management
Virginia
$343K +$48.2K +197 +17%
EW
2570
Elyxium Wealth
California
$342K +$337K +1,376 New
ARG
2571
Advisory Resource Group
Oklahoma
$342K -$32K -131 -9%
KA
2572
Kooman & Associates
Pennsylvania
$342K +$9.29K +38 +3%
EFL
2573
ERn Financial LLC
Wisconsin
$339K -$20.5K -84 -6%
WWA
2574
Wingate Wealth Advisors
Massachusetts
$339K -$95.9K -392 -22%
SC
2575
Schiavi & Co
Delaware
$336K – – –
101 102
103
104 105