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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
EPW
2576
Evergreen Private Wealth
Colorado
$144K – – –
MWM
2577
Mascoma Wealth Management
New Hampshire
$144K -$164K -943 -53%
CWM
2578
Compass Wealth Management
Connecticut
$144K – – –
PWMG
2579
Private Wealth Management Group
New Jersey
$141K +$29.4K +169 +26%
BG
2580
Bollard Group
Massachusetts
$138K – – –
CTA
2581
Colonial Trust Advisors
South Carolina
$134K -$99K -570 -42%
HWM
2582
HighMark Wealth Management
Minnesota
$131K +$4.69K +27 +4%
MAM
2583
Marquette Asset Management
Minnesota
$131K – – –
FFA
2584
Fairfield Financial Advisors
Massachusetts
$131K +$131K +756 New
MSG
2585
Main Street Group
Virginia
$129K – – –
CSWM
2586
Cassady Schiller Wealth Management
Ohio
$128K – – –
SHIM
2587
Stone House Investment Management
Pennsylvania
$128K -$35.3K -203 -22%
FFA
2588
Frazier Financial Advisors
Ohio
$125K +$1.39K +8 +1%
WBC
2589
West Branch Capital
Massachusetts
$125K +$26.1K +150 +26%
CA
2590
Centerpoint Advisors
Massachusetts
$124K +$34.8K +200 +39%
SAM
2591
S.A. Mason
Michigan
$118K – – –
SWM
2592
Sanctuary Wealth Management
Idaho
$114K – – –
AWM
2593
Abound Wealth Management
Tennessee
$113K -$4.87K -28 -4%
VAMG
2594
Voisard Asset Management Group
Michigan
$112K – – –
PIS
2595
POM Investment Strategies
North Carolina
$111K -$869 -5 -0.8%
WIA
2596
Wetzel Investment Advisors
Indiana
$111K -$13.4K -77 -12%
SFFS
2597
Stonehage Fleming Financial Services
Jersey
$109K – – –
RS
2598
Rakuten Securities
Japan
$108K +$31.8K +183 +41%
PGAM
2599
Princeton Global Asset Management
New Jersey
$108K +$695 +4 +0.6%
FCT
2600
First Community Trust
Iowa
$107K – – –
102 103
104
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