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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
3301
Lodestone Wealth Management
Washington
$100K -$28.4K -105 -20%
FGAM
3302
Financial Gravity Asset Management
Texas
$100K +$30.6K +113 +38%
RF
3303
Robinswood Financial
Washington
$99.8K – – –
SEP
3304
Signature Equity Partners
Ohio
$98.1K +$4.06K +15 +4%
SFS
3305
Sunrise Financial Services
Washington
$97.4K -$1.62K -6 -1%
CMA
3306
Cedar Mountain Advisors
Oregon
$97.1K +$10.8K +40 +11%
AF
3307
Abound Financial
California
$97K – – –
SI
3308
Sava Infond
Slovenia
$97K – – –
SA
3309
SRH Advisors
Kansas
$97K – – –
BCM
3310
Berbice Capital Management
New York
$97K +$54.1K +200 +100%
SA
3311
Strategic Advocates
Utah
$94.8K -$473K -1,748 -82%
CC
3312
Corsicana & Co
Texas
$93K -$5.41K -20 -5%
LP
3313
Longaeva Partners
Illinois
$92.1K +$103K +380 New
PCFFS
3314
Pacific Center for Financial Services
California
$91.4K +$17.6K +65 +21%
CFS
3315
CGC Financial Services
Oregon
$89.9K -$1.89K -7 -2%
PG
3316
Proffitt & Goodson
Tennessee
$88.5K +$11.1K +41 +13%
TFG
3317
Team Financial Group
California
$88.4K +$812 +3 +0.8%
NOI
3318
Newton One Investments
Delaware
$86.7K +$541 +2 +0.6%
OCM
3319
Osterweis Capital Management
California
$85.8K -$41.7K -154 -30%
ECM
3320
Elgethun Capital Management
South Dakota
$85.8K -$242K -893 -72%
GJIA
3321
Glass Jacobson Investment Advisors
Maryland
$84.1K – – –
GA
3322
GoalVest Advisory
New York
$83.1K – – –
KAS
3323
Kemnay Advisory Services
New York
$80.2K -$11.1K -41 -11%
IWS
3324
Intentional Wealth Strategies
Colorado
$80.2K +$89.6K +331 New
CVM
3325
Cheviot Value Management
California
$79.5K – – –
131 132
133
134 135