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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
1326
Mork Capital Management
California
$840K – – –
AF
1327
Arrow Financial
New York
$840K -$6.4K -45 -0.7%
UCI
1328
Uncommon Cents Investing
Wisconsin
$839K – – –
MWA
1329
Meridian Wealth Advisors
Texas
$839K +$3.98K +28 +0.5%
PP
1330
Patten & Patten
Tennessee
$839K +$143K +1,005 +20%
LFA
1331
Legacy Financial Advisors
Kentucky
$838K +$28.3K +199 +3%
WEG
1332
World Equity Group
Illinois
$830K +$424K +2,981 +101%
HIA
1333
Harbor Investment Advisory
Maryland
$829K -$84.9K -597 -9%
JPLA
1334
Joseph P. Lucia & Associates
New York
$826K -$996 -7 -0.1%
OWA
1335
Opal Wealth Advisors
New York
$826K -$114K -800 -12%
CA
1336
Continuum Advisory
Idaho
$826K +$93.1K +654 +12%
PEA
1337
Park Edge Advisors
Ohio
$824K +$8.25K +58 +1%
OPPS
1338
Obsidian Personal Planning Solutions
Maryland
$823K – – –
HW
1339
Hancock Whitney
Mississippi
$823K -$71.3K -501 -8%
PA
1340
PFG Advisors
Arizona
$822K -$1.56K -11 -0.2%
HT
1341
Heritage Trust
Oklahoma
$822K -$7.11K -50 -0.8%
MSCM
1342
McElhenny Sheffield Capital Management
Texas
$820K -$285 -2 -0%
HL
1343
HeadInvest LLC
Maine
$819K -$26.7K -188 -3%
SCM
1344
SOL Capital Management
Maryland
$817K -$71.1K -500 -8%
STA
1345
Summit Trail Advisors
New York
$816K +$103K +723 +14%
HAS
1346
HBW Advisory Services
California
$816K -$699K -4,913 -46%
RIG
1347
Renaissance Investment Group
Massachusetts
$816K – – –
AL
1348
Aspiriant LLC
California
$815K +$38.3K +269 +5%
BFM
1349
Boston Financial Management
Massachusetts
$811K +$13.2K +93 +2%
SWIM
1350
Smallwood Wealth Investment Management
New Jersey
$811K – – –
52 53
54
55 56