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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
MFS
1351
Mirabella Financial Services
United Kingdom
$776K -$275K -2,129 -27%
SWIM
1352
Smallwood Wealth Investment Management
New Jersey
$774K +$290K +2,249 +64%
LFA
1353
Legacy Financial Advisors
Kentucky
$772K -$4K -31 -0.5%
BCCM
1354
Bridge Creek Capital Management
Massachusetts
$771K -$108K -835 -13%
NP
1355
NorthRock Partners
Minnesota
$770K -$82.7K -641 -10%
WAM
1356
Weatherly Asset Management
California
$770K -$64.8K -502 -8%
SFG
1357
Summit Financial Group
West Virginia
$770K -$177K -1,368 -19%
CL
1358
COWA LLC
Oklahoma
$769K +$57.9K +449 +8%
HCP
1359
Hexagon Capital Partners
Arkansas
$768K +$39.6K +307 +6%
PWAM
1360
Pinnacle West Asset Management
Wyoming
$767K -$12.9K -100 -2%
WA
1361
Wealth Alliance
New York
$767K +$19.7K +153 +3%
TWD
1362
True Wealth Design
Ohio
$761K -$4.26K -33 -0.6%
BFM
1363
Boston Financial Management
Massachusetts
$761K +$83.6K +648 +13%
WP
1364
WealthSpring Partners
California
$759K -$21.2K -164 -3%
CWP
1365
Core Wealth Partners
California
$759K +$42.5K +329 +6%
HVM
1366
Harvest Volatility Management
Connecticut
$759K +$90.5K +701 +14%
PHS
1367
Pekin Hardy Strauss
Illinois
$757K – – –
IA
1368
Insight Advisors
Pennsylvania
$757K +$222K +1,721 +44%
CCM
1369
Cullen Capital Management
New York
$756K +$254K +1,970 +54%
SLWA
1370
San Luis Wealth Advisors
California
$754K -$27.4K -212 -4%
WA
1371
Waddell & Associates
Tennessee
$749K -$321K -2,485 -31%
SWA
1372
SFMG Wealth Advisors
Texas
$749K +$19K +147 +3%
SFS
1373
Strategic Financial Services
New York
$748K -$44.8K -347 -6%
GM
1374
GeoWealth Management
Illinois
$747K +$438K +3,397 +156%
SQA
1375
Simon Quick Advisors
New Jersey
$745K +$165K +1,275 +30%
53 54
55
56 57