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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
LGA
1401
Lebenthal Global Advisors
New York
$716K -$40.4K -313 -6%
MLA
1402
My Legacy Advisors
Oregon
$715K -$40.4K -313 -6%
RMA
1403
Roffman Miller Associates
Pennsylvania
$715K -$6.32K -49 -0.9%
MCCP
1404
Mission Creek Capital Partners
California
$714K -$250K -1,940 -27%
RBFC
1405
Roman Butler Fullerton & Co
Missouri
$713K -$323K -2,504 -32%
SC
1406
Sawyer & Company
Massachusetts
$712K -$15.2K -118 -2%
P
1407
&Partners
Tennessee
$711K -$3.23K -25 -0.5%
CCMG
1408
Clark Capital Management Group
Pennsylvania
$706K +$112K +867 +20%
DWM
1409
Destination Wealth Management
California
$704K +$377K +2,918 +125%
SFG
1410
Steward Financial Group
Texas
$702K +$678K +5,252 New
9WM
1411
9258 Wealth Management
Ohio
$702K -$38.3K -297 -5%
PWPS
1412
Pinnacle Wealth Planning Services
Ohio
$701K -$40.8K -316 -6%
CA
1413
Continuum Advisory
Idaho
$700K +$35.1K +272 +5%
IPW
1414
Impact Partnership Wealth
Georgia
$700K +$675K +5,230 New
PPP
1415
Private Portfolio Partners
New Jersey
$698K -$36.4K -282 -5%
BST
1416
Bath Savings Trust
Maine
$698K -$19.4K -150 -3%
EFI
1417
EHP Funds Inc
Canada
$696K – – –
I
1418
InceptionR
California
$695K +$670K +5,191 New
CWM
1419
Connecticut Wealth Management
Connecticut
$692K +$4.26K +33 +0.6%
MAWA
1420
Moss Adams Wealth Advisors
Washington
$690K +$4.13K +32 +0.6%
AAS
1421
Ameritas Advisory Services
Nebraska
$689K -$474K -3,669 -41%
FWTB
1422
First Western Trust Bank
Colorado
$689K -$8.52K -66 -1%
CRWM
1423
Castle Rock Wealth Management
California
$689K +$75.5K +585 +13%
PWM
1424
Palumbo Wealth Management
New York
$687K +$6.32K +49 +1%
ICA
1425
Infrastructure Capital Advisors
New York
$687K +$32.5K +252 +5%
55 56
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