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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
2576
LJI Wealth Management
Indiana
$208K +$199K +1,090 New
GL
2577
Gerber LLC
Ohio
$207K +$198K +1,086 New
AIC
2578
Argus Investors Counsel
New York
$207K +$198K +1,085 New
DA
2579
Doliver Advisors
Texas
$207K +$198K +1,084 New
SCM
2580
Spreng Capital Management
Ohio
$206K +$197K +1,081 New
PD
2581
Planning Directions
Pennsylvania
$206K +$197K +1,079 New
FHWM
2582
Fox Hill Wealth Management
Massachusetts
$206K +$196K +1,076 New
PK
2583
Pflug Koory
Nebraska
$205K – – –
GFG
2584
Goldstone Financial Group
Illinois
$205K +$196K +1,072 New
WDL
2585
Well Done LLC
Michigan
$205K -$70.1K -384 -26%
CD
2586
Chapin Davis
Maryland
$205K +$195K +1,071 New
UHC
2587
Union Heritage Capital
Michigan
$204K +$195K +1,070 New
PAG
2588
Powers Advisory Group
Illinois
$204K +$194K +1,066 New
RC
2589
Rovin Capital
Arizona
$203K +$194K +1,064 New
RFG
2590
RFP Financial Group
Georgia
$203K -$31.2K -171 -14%
GWSA
2591
Global Wealth Strategies & Associates
Colorado
$202K – – –
LP
2592
LGL Partners
Pennsylvania
$202K +$193K +1,057 New
TCMP
2593
Thrive Capital Management (Pennsylvania)
Pennsylvania
$201K -$44.5K -244 -19%
JPWM
2594
Jamison Private Wealth Management
Georgia
$201K +$1.46K +8 +0.8%
JFL
2595
Jarislowsky, Fraser Ltd
Quebec, Canada
$201K -$265K -1,450 -58%
NI
2596
NCP Inc
California
$201K +$192K +1,050 New
HI
2597
Hoey Investments
Pennsylvania
$199K -$119K -651 -38%
FFC
2598
First Financial Corp
Indiana
$195K – – –
BGAI
2599
Bruce G. Allen Investments
Colorado
$194K -$17.5K -96 -9%
RG
2600
Retirement Group
California
$192K +$8.94K +49 +5%
102 103
104
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