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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
3451
Lodestone Wealth Management
Washington
$116K – – –
RF
3452
Robinswood Financial
Washington
$116K +$252 +1 +0.2%
VWM
3453
Vermillion Wealth Management
Minnesota
$114K +$30K +119 +42%
CC
3454
Corsicana & Co
Texas
$114K +$7.56K +30 +8%
CMA
3455
Cedar Mountain Advisors
Oregon
$113K – – –
AF
3456
Abound Financial
California
$112K – – –
SA
3457
SRH Advisors
Kansas
$112K – – –
SFS
3458
Sunrise Financial Services
Washington
$109K -$3.78K -15 -4%
NAMP
3459
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$107K +$126K +500 New
PCFFS
3460
Pacific Center for Financial Services
California
$106K – – –
CFS
3461
CGC Financial Services
Oregon
$104K – – –
SIM
3462
Synergy Investment Management
Florida
$104K +$89.7K +356 +405%
SA
3463
Strategic Advocates
Utah
$102K -$7.56K -30 -8%
NOI
3464
Newton One Investments
Delaware
$101K +$504 +2 +0.6%
OCM
3465
Osterweis Capital Management
California
$99.5K – – –
GJIA
3466
Glass Jacobson Investment Advisors
Maryland
$97.6K – – –
PG
3467
Proffitt & Goodson
Tennessee
$97.3K -$4.79K -19 -5%
KAS
3468
Kemnay Advisory Services
New York
$92.8K -$252 -1 -0.3%
CVM
3469
Cheviot Value Management
California
$92.2K – – –
OC
3470
Oakmont Corp
California
$92K -$88.2K -350 -52%
AW
3471
Ankerstar Wealth
Texas
$92K +$7.56K +30 +10%
EWM
3472
Evolution Wealth Management
Florida
$89.4K -$1.51K -6 -2%
KFP
3473
Kroeger Financial Partners
California
$86K +$77.1K +306 New
RWM
3474
Rialto Wealth Management
New York
$85.9K +$15.4K +61 +25%
MBFW
3475
Morton Brown Family Wealth
Pennsylvania
$85.2K +$2.77K +11 +4%
137 138
139
140 141