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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
FIM
2626
Fernwood Investment Management
Massachusetts
$142K +$135K +741 New
BHWM
2627
Beaird Harris Wealth Management
Texas
$141K +$51.8K +284 +62%
WIM
2628
Westside Investment Management
California
$141K – – –
MSG
2629
Main Street Group
Virginia
$140K +$4.56K +25 +4%
HWM
2630
HighMark Wealth Management
Minnesota
$140K +$3.47K +19 +3%
NIC
2631
Northwest Investment Counselors
Oregon
$136K +$130K +712 New
FFA
2632
Frazier Financial Advisors
Ohio
$136K +$2.37K +13 +2%
HCM
2633
Hollencrest Capital Management
California
$132K -$91K -499 -42%
SAM
2634
S.A. Mason
Michigan
$130K +$3.83K +21 +3%
AWM
2635
Abound Wealth Management
Tennessee
$130K +$5.29K +29 +4%
IHWM
2636
Iron Horse Wealth Management
Iowa
$128K – – –
KWAG
2637
Kiely Wealth Advisory Group
North Carolina
$126K – – –
SWM
2638
Sanctuary Wealth Management
Idaho
$125K – – –
NCTC
2639
New Covenant Trust Company
Indiana
$125K +$120K +657 New
VAMG
2640
Voisard Asset Management Group
Michigan
$124K – – –
PIS
2641
POM Investment Strategies
North Carolina
$124K +$68.8K +377 +139%
PWMG
2642
Private Wealth Management Group
New Jersey
$124K -$4.74K -26 -4%
WIA
2643
Wetzel Investment Advisors
Indiana
$119K +$4.38K +24 +4%
FCT
2644
First Community Trust
Iowa
$118K – – –
GC
2645
Gould Capital
Washington
$118K – – –
PGAM
2646
Princeton Global Asset Management
New Jersey
$118K +$912 +5 +0.8%
APC
2647
Aspire Private Capital
North Carolina
$117K +$182 +1 +0.2%
PWMA
2648
Pension & Wealth Management Advisors
Massachusetts
$117K +$365 +2 +0.3%
CCM
2649
Cutler Capital Management
Massachusetts
$117K +$111K +611 New
BCM
2650
Blume Capital Management
California
$115K -$43.8K -240 -29%
104 105
106
107 108