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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
MSR
2676
Main Street Research
Connecticut
$365K -$21.5K -82 -6%
BFAG
2677
Blackston Financial Advisory Group
Florida
$365K -$13.1K -50 -4%
LF
2678
LifeSteps Financial
California
$365K +$524 +2 +0.2%
AHL
2679
Abel Hall LLC
Louisiana
$365K -$111K -425 -25%
ARG
2680
Advisory Resource Group
Oklahoma
$364K – – –
GT
2681
GreatBanc Trust
Illinois
$364K +$338K +1,291 New
WAM
2682
Weinberger Asset Management
California
$364K +$15.2K +58 +5%
QFW
2683
QTR Family Wealth
Florida
$364K +$31.9K +122 +10%
CCT
2684
Chemung Canal Trust
New York
$364K +$27.2K +104 +9%
MHC
2685
May Hill Capital
Massachusetts
$364K -$524 -2 -0.2%
FWM
2686
FSA Wealth Management
Massachusetts
$363K +$1.05K +4 +0.3%
AWP
2687
Abacus Wealth Partners
California
$363K -$40.6K -155 -11%
LCM
2688
Lazari Capital Management
California
$363K -$90.8K -347 -21%
BWP
2689
Bernardo Wealth Planning
Pennsylvania
$362K +$2.62K +10 +0.8%
CKAIS
2690
Christensen King & Associates Investment Services
Washington
$362K +$336K +1,282 New
WFA
2691
WMG Financial Advisors
Tennessee
$361K -$415K -1,584 -55%
KA
2692
Kozak & Associates
Colorado
$361K +$53.9K +206 +20%
HFRG
2693
Houlihan Financial Resource Group
Virginia
$360K -$563K -2,152 -63%
HFS
2694
Hopwood Financial Services
Virginia
$360K – – –
SWA
2695
Serenus Wealth Advisors
California
$360K – – –
MWM
2696
Melfa Wealth Management
Massachusetts
$360K – – –
OFO
2697
OneAscent Family Office
Alabama
$359K -$21.5K -82 -6%
TAFW
2698
Tred Avon Family Wealth
Maryland
$359K +$333K +1,274 New
CAM
2699
Campion Asset Management
Virginia
$358K – – –
RWM
2700
RBA Wealth Management
California
$358K -$93.7K -358 -22%
106 107
108
109 110