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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
2751
Sterling Investment Counsel
New York
$396K -$21.4K -85 -6%
PRP
2752
Peak Retirement Planning
Ohio
$396K +$36K +143 +11%
HA
2753
HC Advisors
Georgia
$395K – – –
SCI
2754
Silver Coast Investments
United States
$394K +$113K +450 +47%
BBPWM
2755
Blue Bell Private Wealth Management
Pennsylvania
$394K -$50.4K -200 -12%
CCM
2756
Consolidated Capital Management
California
$394K – – –
SP
2757
Successful Portfolios
Florida
$393K -$504 -2 -0.1%
SPP
2758
Single Point Partners
Massachusetts
$391K -$17.9K -71 -5%
WFA
2759
WJ Financial Advisors
Connecticut
$391K -$26.2K -104 -7%
CP
2760
Canopy Partners
Ohio
$391K -$42.3K -168 -11%
CA
2761
Cache Advisors
California
$390K – – –
GWAM
2762
Guardian Wealth Advisors (Minnesota)
Minnesota
$390K +$4.79K +19 +1%
CG
2763
CFO4Life Group
Texas
$390K -$3.02K -12 -0.9%
EC
2764
EdgeRock Capital
Colorado
$390K +$5.29K +21 +2%
PIA
2765
Pinion Investment Advisors
Kansas
$389K +$65K +258 +23%
SDWMA
2766
Schneider Downs Wealth Management Advisors
Pennsylvania
$389K -$18.9K -75 -5%
CA
2767
Chatterton & Associates
California
$389K -$83.6K -332 -20%
CWMA
2768
Capstone Wealth Management (Alabama)
Alabama
$389K +$348K +1,382 New
FFA
2769
Florida Financial Advisors
Florida
$388K -$18.6K -74 -5%
LA
2770
LM Advisors
California
$387K +$204K +809 +142%
KA
2771
Kooman & Associates
Pennsylvania
$387K +$5.79K +23 +2%
SA
2772
Skyline Advisors
Washington
$386K +$252 +1 +0.1%
PWM
2773
Partners Wealth Management
California
$386K -$4.28K -17 -1%
WG
2774
WMS Group
Louisiana
$386K +$346K +1,373 New
CC
2775
Citrine Capital
California
$386K +$3.53K +14 +1%
109 110
111
112 113