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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
WHCI
2576
W.H. Cornerstone Investments
Massachusetts
$402K +$14.6K +54 +3%
TWM
2577
Trinity Wealth Management
Pennsylvania
$402K -$4.06K -15 -0.9%
AIFAIM
2578
American Institute for Advanced Investment Management
Arizona
$402K -$31.7K -117 -7%
MHC
2579
May Hill Capital
Massachusetts
$401K +$72.5K +268 +19%
ISWM
2580
Intesa Sanpaolo Wealth Management
$400K -$1.04M -3,849 -70%
HPBT
2581
Hickory Point Bank & Trust
Illinois
$399K -$5.41K -20 -1%
MW
2582
Maia Wealth
Colorado
$398K -$28.4K -105 -6%
BAM
2583
Boyar Asset Management
New York
$398K – – –
LA
2584
Legacy Advisors
Pennsylvania
$397K -$310K -1,147 -41%
SB
2585
Sunflower Bank
Texas
$396K +$159K +588 +56%
SC
2586
Saturna Capital
Washington
$396K -$87.7K -324 -17%
CCA
2587
Cottonwood Capital Advisors
Utah
$395K – – –
CC
2588
Clearwave Capital
California
$395K +$812 +3 +0.2%
WAG
2589
Wilkerson Advisory Group
Missouri
$395K +$12.7K +47 +3%
RFA
2590
Resurgent Financial Advisors
Georgia
$394K -$19.8K -73 -4%
WWM
2591
Woodside Wealth Management
Massachusetts
$394K – – –
RCM
2592
Raleigh Capital Management
North Carolina
$393K +$1.89K +7 +0.4%
CH
2593
Canton Hathaway
Rhode Island
$393K – – –
CA
2594
Chatterton & Associates
California
$391K -$81.2K -300 -15%
BCM
2595
BTC Capital Management
Iowa
$391K +$436K +1,612 New
LWPC
2596
Legacy Wealth Partners (Colorado)
Colorado
$390K +$33.3K +123 +8%
NWMG
2597
Nicholson Wealth Management Group
South Carolina
$390K -$7.85K -29 -2%
CAM
2598
Claret Asset Management
Quebec, Canada
$390K -$6.76K -25 -2%
EBA
2599
Eagle Bay Advisors
New York
$390K -$423K -1,563 -49%
BFA
2600
Brown Financial Advisors
Ohio
$390K +$41.7K +154 +11%
102 103
104
105 106