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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
WTG
3101
West Tower Group
Virginia
$226K – – –
NPT
3102
Nixon Peabody Trust
Massachusetts
$226K +$21.5K +82 +11%
RFA
3103
RTD Financial Advisors
Pennsylvania
$225K – – –
CWM
3104
Castle Wealth Management
Florida
$225K -$13.1K -50 -6%
MWP
3105
Madison Wealth Partners
Wisconsin
$225K – – –
KFP
3106
Kerr Financial Planning
California
$225K +$195K +746 New
TAM
3107
Tucker Asset Management
Colorado
$224K -$2.36K -9 -1%
PCM
3108
Payne Capital Management
New York
$224K +$208K +795 New
TF
3109
TLWM Financial
Texas
$224K – – –
HP
3110
Hilltop Partners
Indiana
$224K +$262 +1 +0.1%
PCM
3111
Polymer Capital Management
New York
$223K +$207K +791 New
RTC
3112
Riverview Trust Company
Washington
$223K – – –
BEAM
3113
Baker Ellis Asset Management
Washington
$223K +$207K +789 New
SWM
3114
Seed Wealth Management
Illinois
$223K -$240K -916 -54%
TFO
3115
Tarbox Family Office
California
$222K +$785 +3 +0.4%
WSFG
3116
Wall Street Financial Group
Illinois
$222K +$31.9K +122 +16%
RWM
3117
Riverchase Wealth Management
Texas
$222K – – –
SFB
3118
STAR Financial Bank
Indiana
$222K +$206K +786 New
SHIM
3119
Stone House Investment Management
Pennsylvania
$222K +$33.5K +128 +19%
HWM
3120
HighMark Wealth Management
Minnesota
$221K +$1.31K +5 +0.6%
AWC
3121
Adamsbrown Wealth Consultants
Kansas
$221K -$22.5K -86 -10%
TLP
3122
Trinity Legacy Partners
Texas
$221K – – –
HWM
3123
HFR Wealth Management
New York
$221K – – –
CPW
3124
Crestmont Private Wealth
Texas
$221K – – –
BW
3125
Balance Wealth
Ohio
$220K +$1.83K +7 +0.9%
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