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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
DIM
1276
Delta Investment Management
California
$606K +$28.6K +243 +5%
MCM
1277
Manchester Capital Management
Vermont
$605K -$283K -2,403 -32%
BWM
1278
Baystate Wealth Management
Massachusetts
$605K +$72.8K +618 +13%
W
1279
Wealthquest
Ohio
$604K – – –
SWIG
1280
Strategic Wealth Investment Group
Kentucky
$603K +$69.3K +589 +13%
FFA
1281
Founders Financial Alliance
North Carolina
$603K +$600K +5,094 New
AI
1282
Accredited Investors
Minnesota
$602K -$121K -1,025 -17%
HWA
1283
HCR Wealth Advisors
California
$602K – – –
WA
1284
Wealth Architects
California
$597K +$27.1K +230 +5%
BC
1285
Burleson & Co
California
$597K +$89.5K +760 +16%
WKWM
1286
Walter & Keenan Wealth Management
Indiana
$596K -$121K -1,027 -17%
WI
1287
WrapManager Inc
California
$596K +$16.8K +143 +3%
SCM
1288
Southport Capital Management
Tennessee
$596K +$47.6K +404 +9%
WQ
1289
Wealth Quarterback
New Jersey
$595K – – –
CPA
1290
Cowen Prime Advisors
New York
$594K -$60K -510 -9%
HPC
1291
Hobart Private Capital
North Carolina
$594K -$170K -1,448 -22%
PFM
1292
Parsec Financial Management
North Carolina
$593K -$19.3K -164 -3%
BMM
1293
Buffington Mohr McNeal
Idaho
$593K -$13.5K -115 -2%
TCPWM
1294
Traverso Chambers Private Wealth Management
California
$593K +$138K +1,172 +30%
SWMG
1295
Strategic Wealth Management Group
Maryland
$592K +$6.24K +53 +1%
MFS
1296
Mirabella Financial Services
United Kingdom
$592K +$159K +1,354 +36%
SC
1297
SouthState Corp
Florida
$591K -$98.1K -833 -14%
WC
1298
Westhampton Capital
North Carolina
$591K – – –
FCB
1299
First Command Bank
Texas
$590K -$2.59K -22 -0.4%
FCFS
1300
First Command Financial Services
Texas
$590K -$2.59K -22 -0.4%
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