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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
2776
Melfa Wealth Management
Massachusetts
$321K +$13.5K +50 +4%
RMC
2777
Ring Mountain Capital
California
$321K +$23.5K +87 +7%
BWP
2778
Bernardo Wealth Planning
Pennsylvania
$321K +$3.25K +12 +0.9%
SP
2779
Successful Portfolios
Florida
$321K -$92K -340 -20%
TC
2780
TFR Capital
Texas
$320K +$51.7K +191 +17%
MPPW
2781
Mitchell & Pahl Private Wealth
Oklahoma
$319K – – –
FWP
2782
Falcon Wealth Planning
California
$319K +$83.9K +310 +31%
CFG
2783
Copley Financial Group
California
$319K -$8.39K -31 -2%
CCA
2784
Conservest Capital Advisors
Pennsylvania
$319K +$102K +378 +40%
JSL
2785
JT Stratford LLC
Georgia
$319K -$22.2K -82 -6%
CA
2786
Clune & Associates
Illinois
$318K +$271 +1 +0.1%
GA
2787
Goldstein Advisors
Wisconsin
$318K +$271 +1 +0.1%
RIS
2788
Richmond Investment Services
Wisconsin
$317K +$21.6K +80 +7%
NF
2789
Napier Financial
Massachusetts
$316K +$353K +1,305 New
PSP
2790
Pacific Sage Partners
Washington
$316K -$3.25K -12 -0.9%
BF
2791
Blankinship & Foster
California
$315K -$541 -2 -0.2%
FIA
2792
FNY Investment Advisers
New York
$315K +$352K +1,300 New
CC
2793
Cadinha & Co
Hawaii
$314K -$168K -620 -32%
RCM
2794
RB Capital Management
Nevada
$314K +$1.08K +4 +0.3%
SL
2795
SWMG LLC
Texas
$314K +$2.44K +9 +0.7%
LCM
2796
Lazari Capital Management
California
$313K -$541 -2 -0.2%
WAM
2797
Weinberger Asset Management
California
$313K -$812 -3 -0.2%
AWMT
2798
AAFMAA Wealth Management & Trust
North Carolina
$312K +$3.79K +14 +1%
CCT
2799
Chemung Canal Trust
New York
$312K – – –
GWA
2800
Gutierrez Wealth Advisory
Arkansas
$312K -$3.52K -13 -1%
110 111
112
113 114