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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
EW
2626
Enzi Wealth
Texas
$316K -$978 -4 -0.3%
WCWM
2627
Willow Creek Wealth Management
California
$316K +$978 +4 +0.3%
CAM
2628
Campion Asset Management
Virginia
$315K – – –
LGWM
2629
Litman Gregory Wealth Management
California
$315K – – –
BCM
2630
Beck Capital Management
Texas
$313K +$978 +4 +0.3%
LA
2631
Latitude Advisors
Florida
$312K -$89.5K -366 -23%
GWSA
2632
Global Wealth Strategies & Associates
Colorado
$312K +$2.45K +10 +0.8%
PAG
2633
Private Advisory Group
Washington
$311K +$59.9K +245 +24%
BWM
2634
Biltmore Wealth Management
Arizona
$311K +$3.67K +15 +1%
PF
2635
Prosperitas Financial
California
$310K +$1.47K +6 +0.5%
BC
2636
Belmont Capital
California
$310K – – –
NF
2637
NavPoint Financial
Minnesota
$310K – – –
NC
2638
NBW Capital
Massachusetts
$310K +$29.4K +120 +11%
AWP
2639
Accretive Wealth Partners
New Jersey
$310K +$305K +1,245 New
MPW
2640
Monterey Private Wealth
California
$310K -$103K -420 -25%
TFG
2641
Taylor Financial Group
Virginia
$310K – – –
PA
2642
Pineridge Advisors
Missouri
$307K -$41.8K -171 -12%
GI
2643
GLOBALT Investments
Georgia
$307K – – –
GDP
2644
Great Diamond Partners
Maine
$307K – – –
WAM
2645
Weinberger Asset Management
California
$306K +$71.7K +293 +31%
CWA
2646
Canvas Wealth Advisors
Kansas
$306K +$41.3K +169 +15%
DRP
2647
Decker Retirement Planning
Utah
$306K -$141K -575 -32%
UFA
2648
US Financial Advisors
Massachusetts
$306K – – –
ECM
2649
Elgethun Capital Management
South Dakota
$306K +$1.71K +7 +0.6%
GAM
2650
Gould Asset Management
California
$305K +$24.5K +100 +9%
104 105
106
107 108