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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
AFM
2601
Abbot Financial Management
Massachusetts
$472K +$37.3K +148 +10%
DP
2602
Denver PWM
Colorado
$472K +$53.9K +214 +12%
KAS
2603
KPP Advisory Services
Kentucky
$471K -$114K -452 -21%
IC
2604
Iconiq Capital
California
$471K +$422K +1,676 New
SCM
2605
Saxony Capital Management
Missouri
$471K +$148K +587 +54%
TFS
2606
truNorth Financial Services
Pennsylvania
$471K +$422K +1,674 New
KTC
2607
Kentucky Trust Company
Kentucky
$470K – – –
KWA
2608
Kellett Wealth Advisors
Ohio
$469K +$22.2K +88 +6%
SFP
2609
Sterling Financial Planning
New Jersey
$469K – – –
SIAP
2610
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$469K -$57.4K -228 -12%
CBT
2611
CoreFirst Bank & Trust
Kansas
$468K – – –
HPG
2612
Harvest Portfolios Group
Ontario, Canada
$468K +$39.1K +155 +10%
AWG
2613
Altus Wealth Group
Colorado
$468K +$44.8K +178 +12%
LOIM
2614
Liberty One Investment Management
Illinois
$468K +$48.9K +194 +13%
RFA
2615
Reyes Financial Architecture
California
$468K -$136K -540 -25%
BCM
2616
Buckhead Capital Management
Georgia
$468K -$6.3K -25 -1%
MC
2617
Miramontes Capital
California
$467K – – –
PPG
2618
Peak Planning Group
Colorado
$467K +$109K +433 +35%
KAM
2619
KEB Asset Management
Illinois
$466K -$88.7K -352 -18%
MAG
2620
MRA Advisory Group
New Jersey
$466K -$74.6K -296 -15%
KJWM
2621
Kiley Juergens Wealth Management
Washington
$466K -$59.5K -236 -12%
CC
2622
Clearwave Capital
California
$464K +$5.54K +22 +1%
VW
2623
Vantus Wealth
Pennsylvania
$464K +$416K +1,651 New
5NPW
2624
55 North Private Wealth
Florida
$463K +$54.7K +217 +15%
HPBT
2625
Hickory Point Bank & Trust
Illinois
$463K – – –
103 104
105
106 107