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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
2976
Wealthcare Capital Management
Virginia
$318K +$599 +2 +0.2%
RCP
2977
Rothschild Capital Partners
New York
$317K – – –
UHC
2978
Union Heritage Capital
Michigan
$317K – – –
PWM
2979
Pacific Wealth Management
California
$316K – – –
SWMG
2980
Stillwater Wealth Management Group
Florida
$316K -$3K -10 -0.9%
PFA
2981
Pinnacle Family Advisors
Missouri
$315K +$2.4K +8 +0.8%
SFP
2982
Shepherd Financial Partners
Massachusetts
$315K – – –
LBC
2983
Lane Brothers & Co
Arizona
$314K +$317K +1,060 New
EA
2984
Emerald Advisors
Washington
$314K +$317K +1,058 New
MAM
2985
MMA Asset Management
Pennsylvania
$313K +$4.49K +15 +1%
GCM
2986
Gambit Capital Management
Tennessee
$313K +$316K +1,055 New
GA
2987
Gordian Advisors
Arizona
$312K +$898 +3 +0.3%
LEA
2988
Legacy Edge Advisors
New York
$312K – – –
TW
2989
Traveka Wealth
California
$312K +$1.2K +4 +0.4%
FH
2990
Financial Harvest
Florida
$312K +$53.9K +180 +21%
PD
2991
Planning Directions
Pennsylvania
$311K +$1.5K +5 +0.5%
AWP
2992
Atlas Wealth Partners
Pennsylvania
$311K – – –
HWA
2993
HighRoad Wealth Advisors
Oregon
$311K +$314K +1,050 New
RFG
2994
RFP Financial Group
Georgia
$311K -$41.6K -139 -12%
BLAM
2995
Bourne Lent Asset Management
New York
$311K – – –
NME
2996
Notis-McConarty Edward
$311K – – –
EFMH
2997
E Fund Management (HK)
Hong Kong
$311K -$59K -197 -17%
PFA
2998
Pettinga Financial Advisors
Indiana
$311K +$10.8K +36 +4%
WSWA
2999
Warren Street Wealth Advisors
California
$310K -$220K -735 -41%
CA
3000
Crane Advisory
California
$310K – – –
118 119
120
121 122