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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
EC
2776
EdgeRock Capital
Colorado
$402K +$105K +349 +35%
DCM
2777
DGS Capital Management
New Jersey
$402K +$74K +247 +22%
WPA
2778
West Paces Advisors
Georgia
$401K +$6.59K +22 +2%
CFG
2779
Clayton Financial Group
Missouri
$400K +$74.6K +249 +23%
CFG
2780
Copley Financial Group
California
$399K -$9.28K -31 -2%
PWM
2781
Paulson Wealth Management
Illinois
$398K -$43.4K -145 -10%
DAM
2782
DLD Asset Management
New York
$398K +$402K +1,342 New
GWAM
2783
Guardian Wealth Advisors (Minnesota)
Minnesota
$396K -$148K -493 -27%
BWM
2784
Boyd Wealth Management
California
$395K – – –
BPCE
2785
Bank Pictet & Cie (Europe)
Germany
$395K +$399K +1,333 New
MWM
2786
Madrid Wealth Management
New Mexico
$394K +$399K +1,331 New
WHC
2787
Wulff, Hansen & Co
California
$393K – – –
RS
2788
Retirement Solution
Washington
$392K +$397K +1,324 New
BEW
2789
Burton Enright Welch
California
$392K -$5.39K -18 -1%
NCM
2790
Nelson Capital Management
California
$392K -$46.7K -156 -11%
MPWS
2791
McCarter Private Wealth Services
Massachusetts
$391K +$395K +1,319 New
MPPW
2792
Mitchell & Pahl Private Wealth
Oklahoma
$390K – – –
DE
2793
DV Equities
Illinois
$390K +$394K +1,317 New
TCMP
2794
Thrive Capital Management (Pennsylvania)
Pennsylvania
$390K +$74.6K +249 +23%
PSP
2795
Pacific Sage Partners
Washington
$389K -$14.1K -47 -3%
CW
2796
Channel Wealth
California
$389K – – –
CA
2797
Clune & Associates
Illinois
$389K +$85.7K +286 +28%
QFW
2798
QTR Family Wealth
Florida
$389K +$12.9K +43 +3%
BWP
2799
Bernardo Wealth Planning
Pennsylvania
$389K +$8.69K +29 +2%
5NPW
2800
55 North Private Wealth
Florida
$389K +$393K +1,312 New
110 111
112
113 114