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IBM
IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
MC
3026
Matisse Capital
Oregon
$301K +$304K +1,015 New
CL
3027
CIM LLC
New York
$300K – – –
TS
3028
TradeWell Securities
Indiana
$300K +$1.5K +5 +0.5%
TAM
3029
TCP Asset Management
Ohio
$299K -$2.1K -7 -0.7%
PAG
3030
Private Advisory Group
Washington
$299K +$302K +1,010 New
EBSAM
3031
Eubel Brady & Suttman Asset Management
Ohio
$299K – – –
TI
3032
Truepoint Inc
Ohio
$299K – – –
CWA
3033
CogentBlue Wealth Advisors
Tennessee
$299K +$4.79K +16 +2%
SIAG
3034
Safeguard Investment Advisory Group
California
$298K -$214K -713 -41%
FWP
3035
Falcon Wealth Planning
California
$298K +$51.5K +172 +21%
TPWA
3036
Twin Peaks Wealth Advisors
California
$298K +$34.4K +115 +13%
KL
3037
KilterHowling LLC
Colorado
$298K +$2.4K +8 +0.8%
FWM
3038
Finer Wealth Management
Massachusetts
$297K – – –
BFC
3039
Blue Fin Capital
Rhode Island
$297K +$299 +1 +0.1%
PW
3040
PUREfi Wealth
Massachusetts
$297K +$4.79K +16 +2%
LWM
3041
LongView Wealth Management
Georgia
$296K +$22.8K +76 +9%
CAM
3042
Cobblestone Asset Management
Virginia
$296K – – –
EIP
3043
Easterly Investment Partners
Massachusetts
$296K – – –
GWCM
3044
Godshalk Welsh Capital Management
Pennsylvania
$296K – – –
KC
3045
Knuff & Co
California
$296K – – –
OSNBOA
3046
Old Second National Bank of Aurora
Illinois
$296K – – –
SWAG
3047
Spectrum Wealth Advisory Group
California
$296K – – –
BCM
3048
Bluefin Capital Management
New York
$296K +$299K +1,000 New
GWM
3049
Goldenstone Wealth Management
California
$296K +$299K +1,000 New
KI
3050
KTF Investments
California
$296K +$299K +1,000 New
120 121
122
123 124