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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
3426
Marshall Investment Management
Colorado
$21.6K +$24.1K +89 New
SIM
3427
Synergy Investment Management
Florida
$21.3K +$23.8K +88 New
WAS
3428
Winch Advisory Services
Wisconsin
$21.1K – – –
EFMH
3429
E Fund Management (HK)
Hong Kong
$20.6K -$244K -903 -91%
CFM
3430
Cornerstone Financial Management
Massachusetts
$20.6K -$2.17K -8 -9%
BHWM
3431
Bay Harbor Wealth Management
Maryland
$20.1K +$2.44K +9 +12%
PJC
3432
Phillip James Consulting
Minnesota
$20K +$23K +85 New
RWS
3433
Retirement Wealth Solutions
Wisconsin
$19.7K – – –
RIAS
3434
Rachor Investment Advisory Services
Michigan
$19.4K – – –
LB
3435
Legacy Bridge
Iowa
$18.2K – – –
AT
3436
Arlington Trust
Alabama
$17.5K -$812 -3 -4%
MPW
3437
MASECO Private Wealth
$17K -$29.5K -109 -61%
RJA
3438
Ross\Johnson & Associates
Minnesota
$16.7K -$271 -1 -1%
PWM
3439
Peterson Wealth Management
Nevada
$16.3K +$18.1K +67 New
IWP
3440
IAG Wealth Partners
Wisconsin
$16.2K +$18.1K +67 New
AIM
3441
Access Investment Management
Georgia
$15.8K – – –
PWA
3442
Principia Wealth Advisory
Texas
$15.8K +$2.98K +11 +20%
DI
3443
DAGCO Inc
Ohio
$15.3K -$16.8K -62 -50%
HAP
3444
Harbor Asset Planning
Massachusetts
$15.2K – – –
WFA
3445
Wells Financial Advisors
Massachusetts
$14.1K – – –
AIM
3446
Arcadia Investment Management
Michigan
$13.8K – – –
MNA
3447
Manning & Napier Advisors
New York
$12.8K +$541 +2 +4%
LAM
3448
Lummis Asset Management
Texas
$12.6K – – –
PSFG
3449
Park Square Financial Group
Georgia
$12.6K +$14.1K +52 New
WCM
3450
Westend Capital Management
California
$12.4K – – –
136 137
138
139 140