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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
RDFA
2951
Ritter Daniher Financial Advisory
Ohio
$316K -$10.8K -43 -4%
PCMNC
2952
Piedmont Capital Management (North Carolina)
North Carolina
$316K +$11.1K +44 +4%
CFP
2953
Cypress Financial Planning
New Jersey
$315K – – –
LIM
2954
Loudon Investment Management
New Hampshire
$314K -$65.5K -260 -19%
WIM
2955
Westside Investment Management
California
$314K +$50.4K +200 +22%
JF
2956
JSF Financial
California
$314K +$281K +1,116 New
CWWM
2957
Clear Wave Wealth Management
New Jersey
$313K +$1.01K +4 +0.4%
NCTC
2958
New Covenant Trust Company
Indiana
$313K +$20.9K +83 +8%
TWPM
2959
Total Wealth Planning & Management
Florida
$313K – – –
VC
2960
Veery Capital
Delaware
$312K +$46.6K +185 +20%
BDF
2961
Black Diamond Financial
Maryland
$312K +$57.7K +229 +26%
KFA
2962
Kapstone Financial Advisors
Ohio
$312K – – –
HEM
2963
Henson-Edgewater Management
Ohio
$311K +$112K +445 +51%
WSFG
2964
Wall Street Financial Group
Illinois
$310K +$58.5K +232 +27%
LEA
2965
Legacy Edge Advisors
New York
$310K -$7.05K -28 -2%
GFM
2966
GF Fund Management
China
$310K – – –
OWA
2967
Outlook Wealth Advisors
Texas
$310K -$2.27K -9 -0.8%
BFC
2968
Blue Fin Capital
Rhode Island
$310K – – –
CFG
2969
Clayton Financial Group
Missouri
$309K -$62.7K -249 -18%
ZWA
2970
Zinnia Wealth Advisory
Florida
$309K +$14.6K +58 +6%
EMAM
2971
Encompass More Asset Management
California
$309K -$7.56K -30 -3%
BFAG
2972
Blackston Financial Advisory Group
Florida
$309K +$6.55K +26 +2%
RG
2973
Renaissance Group
Kentucky
$309K -$12.6K -50 -4%
GCM
2974
Gambit Capital Management
Tennessee
$308K +$14.1K +56 +5%
NG
2975
Northstar Group
New York
$308K – – –
117 118
119
120 121