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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
3201
Saiph Capital
New Jersey
$240K +$215K +854 New
BHWM
3202
Bellars Harris Wealth Management
Virginia
$240K +$215K +854 New
MCM
3203
McKinney Capital Management
Texas
$240K – – –
LWP
3204
LeClair Wealth Partners
Ohio
$240K +$215K +852 New
PRS
3205
Pinkerton Retirement Specialists
Idaho
$239K +$13.6K +54 +6%
WHCFA
3206
William Howard & Co Financial Advisors
Tennessee
$239K – – –
BLAM
3207
Bourne Lent Asset Management
New York
$239K -$50.4K -200 -19%
NEPPG
3208
New England Professional Planning Group
Rhode Island
$239K -$5.29K -21 -2%
CCM
3209
Chickasaw Capital Management
Tennessee
$239K – – –
WA
3210
WPG Advisers
Maryland
$239K +$9.83K +39 +5%
MPW
3211
Magnolia Private Wealth
Pennsylvania
$238K +$4.03K +16 +2%
CP
3212
Capital Planning
Washington
$237K +$213K +844 New
LWM
3213
LongView Wealth Management
Georgia
$237K -$8.06K -32 -4%
FFO
3214
Fortitude Family Office
Arizona
$236K -$29K -115 -12%
SDH
3215
Sloy Dahl & Holst
Washington
$236K – – –
FGWP
3216
Founders Grove Wealth Partners
Virginia
$236K +$211K +839 New
KG
3217
Kieckhefer Group
Wisconsin
$236K -$57.4K -228 -21%
BFWA
3218
Benchmark Financial Wealth Advisors
Florida
$235K +$1.01K +4 +0.5%
CWM
3219
Compass Wealth Management
Connecticut
$235K +$210K +835 New
FP
3220
Fiduciary Planning
Florida
$235K -$25.2K -100 -11%
ST
3221
Somerset Trust
Pennsylvania
$235K – – –
TW
3222
Towerpoint Wealth
California
$235K -$1.76K -7 -0.8%
GWM
3223
GoalFusion Wealth Management
Texas
$235K – – –
C1AG
3224
Client 1st Advisory Group
Florida
$235K +$210K +834 New
MFS
3225
Miller Financial Services
Michigan
$235K +$210K +834 New
127 128
129
130 131