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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
SCI
2576
Stableford Capital II
Arizona
$475K – – –
CFGA
2577
Cambridge Financial Group (Arizona)
Arizona
$475K -$13.1K -52 -3%
STB
2578
S&T Bank
Pennsylvania
$475K -$3.02K -12 -0.7%
MF
2579
Meridian Financial
Massachusetts
$475K +$2.02K +8 +0.5%
BWS
2580
Buck Wealth Strategies
Colorado
$475K -$12.6K -50 -3%
OIA
2581
Oakmont Investment Advisors
Pennsylvania
$474K -$329K -1,307 -44%
CFSG
2582
Community Financial Services Group
Vermont
$474K +$153K +608 +58%
BFWM
2583
Bright Futures Wealth Management
New York
$473K -$46.9K -186 -10%
HIA
2584
HFM Investment Advisors
New Jersey
$473K +$3.02K +12 +0.7%
MAMG
2585
Milestone Asset Management Group
Connecticut
$473K – – –
AFM
2586
Abbot Financial Management
Massachusetts
$472K +$37.3K +148 +10%
DP
2587
Denver PWM
Colorado
$472K +$53.9K +214 +12%
KAS
2588
KPP Advisory Services
Kentucky
$471K -$114K -452 -21%
IC
2589
Iconiq Capital
California
$471K +$422K +1,676 New
SCM
2590
Saxony Capital Management
Missouri
$471K +$148K +587 +54%
TFS
2591
truNorth Financial Services
Pennsylvania
$471K +$422K +1,674 New
KTC
2592
Kentucky Trust Company
Kentucky
$470K – – –
KWA
2593
Kellett Wealth Advisors
Ohio
$469K +$22.2K +88 +6%
SFP
2594
Sterling Financial Planning
New Jersey
$469K – – –
SIAP
2595
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$469K -$57.4K -228 -12%
CBT
2596
CoreFirst Bank & Trust
Kansas
$468K – – –
HPG
2597
Harvest Portfolios Group
Ontario, Canada
$468K +$39.1K +155 +10%
AWG
2598
Altus Wealth Group
Colorado
$468K +$44.8K +178 +12%
LOIM
2599
Liberty One Investment Management
Illinois
$468K +$48.9K +194 +13%
RFA
2600
Reyes Financial Architecture
California
$468K -$136K -540 -25%
102 103
104
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