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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
FRA
2876
Front Row Advisors
California
$355K – – –
SAMC
2877
Spectrum Asset Management (California)
California
$355K – – –
ILI
2878
Invesco LLC (Illinois)
Illinois
$355K +$32K +107 +10%
QP
2879
Quilter Plc
United Kingdom
$355K +$91K +304 +34%
EWA
2880
Encompass Wealth Advisors
Oregon
$355K +$599 +2 +0.2%
MA
2881
MKT Advisors
California
$355K – – –
SAM
2882
S.A. Mason
Michigan
$355K +$3K +10 +0.8%
ACM
2883
Ashford Capital Management
Delaware
$354K – – –
MIM
2884
Morningstar Investment Management
Illinois
$354K -$4.49K -15 -1%
SPWM
2885
Schrum Private Wealth Management
Florida
$354K – – –
GT
2886
GreatBanc Trust
Illinois
$354K -$29.1K -97 -8%
PWP
2887
Parkwoods Wealth Partners
New York
$354K +$7.19K +24 +2%
DWMS
2888
Dominguez Wealth Management Solutions
Virginia
$353K +$1.2K +4 +0.3%
PFA
2889
Professional Financial Advisors
Nebraska
$351K – – –
BFAG
2890
Blackston Financial Advisory Group
Florida
$351K -$32.3K -108 -8%
HPG
2891
Harvest Portfolios Group
Ontario, Canada
$351K -$131K -438 -27%
SWM
2892
Segment Wealth Management
Texas
$351K +$355K +1,185 New
CPP
2893
Capasso Planning Partners
South Carolina
$351K – – –
FI
2894
Financial Insights
Washington
$350K +$35.6K +119 +11%
WAM
2895
Walker Asset Management
Missouri
$350K +$299 +1 +0.1%
HIS
2896
Harvest Investment Services
Illinois
$350K +$65K +217 +23%
CWA
2897
Consilio Wealth Advisors
Washington
$349K +$5.09K +17 +1%
LC
2898
Lincoln Capital
Nebraska
$349K -$14.4K -48 -4%
TFA
2899
Tranquilli Financial Advisor
New Jersey
$349K +$2.4K +8 +0.7%
EMAM
2900
Encompass More Asset Management
California
$348K -$14.4K -48 -4%
114 115
116
117 118