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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
EGA
3151
Eagle Global Advisors
Texas
$212K – – –
THCM
3152
Taylor Hoffman Capital Management
Virginia
$211K – – –
PFM
3153
Phillips Financial Management
Indiana
$211K +$10.2K +39 +6%
ABLA
3154
Alan B. Lancz & Associates
Ohio
$210K – – –
BCM
3155
Beck Capital Management
Texas
$210K -$137K -522 -41%
LPP
3156
Life Planning Partners
Florida
$210K -$18.3K -70 -9%
UFA
3157
Uptown Financial Advisors
Texas
$210K – – –
HNW
3158
High Note Wealth
Minnesota
$209K -$262 -1 -0.1%
GPW
3159
Genesis Private Wealth
Virginia
$209K +$194K +741 New
FLP
3160
Financial Life Planners
Arizona
$209K -$2.62K -10 -1%
SFS
3161
Symphony Financial Services
Ohio
$209K +$524 +2 +0.3%
AWCI
3162
Alpine Woods Capital Investors
New York
$208K +$193K +738 New
SSA
3163
Schonfeld Strategic Advisors
New York
$208K -$15.8M -60,509 -99%
RBWA
3164
RFG - Bristol Wealth Advisors
Massachusetts
$208K – – –
FWM
3165
Forefront Wealth Management
Pennsylvania
$208K +$524 +2 +0.3%
CGH
3166
CMG Global Holdings
Texas
$207K +$193K +738 New
CWM
3167
CCG Wealth Management
California
$207K +$524 +2 +0.3%
PWMA
3168
Pension & Wealth Management Advisors
Massachusetts
$207K +$524 +2 +0.3%
GWWM
3169
Great Waters Wealth Management
Minnesota
$207K -$262 -1 -0.1%
MAM
3170
McLean Asset Management
Virginia
$207K -$10.5K -40 -5%
MC
3171
Marest Capital
California
$206K +$191K +731 New
IA
3172
Intellus Advisors
Florida
$206K -$90.3K -345 -32%
SCP
3173
Sandhill Capital Partners
New York
$206K – – –
RPSA
3174
Richard P. Slaughter Associates
Texas
$206K – – –
SFS
3175
Summit Financial Strategies
Ohio
$206K -$18.3K -70 -9%
125 126
127
128 129