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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
BLAM
3226
Bourne Lent Asset Management
New York
$239K -$50.4K -200 -19%
NEPPG
3227
New England Professional Planning Group
Rhode Island
$239K -$5.29K -21 -2%
CCM
3228
Chickasaw Capital Management
Tennessee
$239K – – –
WA
3229
WPG Advisers
Maryland
$239K +$9.83K +39 +5%
MPW
3230
Magnolia Private Wealth
Pennsylvania
$238K +$4.03K +16 +2%
CP
3231
Capital Planning
Washington
$237K +$213K +844 New
LWM
3232
LongView Wealth Management
Georgia
$237K -$8.06K -32 -4%
FFO
3233
Fortitude Family Office
Arizona
$236K -$29K -115 -12%
SDH
3234
Sloy Dahl & Holst
Washington
$236K – – –
FGWP
3235
Founders Grove Wealth Partners
Virginia
$236K +$211K +839 New
KG
3236
Kieckhefer Group
Wisconsin
$236K -$57.4K -228 -21%
BFWA
3237
Benchmark Financial Wealth Advisors
Florida
$235K +$1.01K +4 +0.5%
CWM
3238
Compass Wealth Management
Connecticut
$235K +$210K +835 New
FP
3239
Fiduciary Planning
Florida
$235K -$25.2K -100 -11%
ST
3240
Somerset Trust
Pennsylvania
$235K – – –
TW
3241
Towerpoint Wealth
California
$235K -$1.76K -7 -0.8%
GWM
3242
GoalFusion Wealth Management
Texas
$235K – – –
C1AG
3243
Client 1st Advisory Group
Florida
$235K +$210K +834 New
MFS
3244
Miller Financial Services
Michigan
$235K +$210K +834 New
FFC
3245
First Financial Corp
Indiana
$234K -$6.3K -25 -3%
AFP
3246
Advus Financial Partners
Florida
$234K +$209K +831 New
FWMM
3247
Foundation Wealth Management (Missouri)
Missouri
$233K -$9.07K -36 -4%
DSA
3248
Droms Strauss Advisors
Missouri
$233K – – –
PS
3249
Pinney & Scofield
Massachusetts
$233K – – –
PFG
3250
Pinnacle Financial Group
Illinois
$232K +$208K +827 New
128 129
130
131 132