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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1451
Continuum Advisory
Idaho
$572K +$1.31K +10 +0.2%
FIA
1452
Foundations Investment Advisors
Arizona
$571K +$325K +2,480 +107%
RZH
1453
Relyea Zuckerberg Hanson
Connecticut
$570K +$157K +1,193 +33%
PC
1454
Port Capital
Illinois
$567K -$34.3K -261 -5%
BTW
1455
Boston Trust Walden
Massachusetts
$567K -$26.2K -200 -4%
BEC
1456
Blue Edge Capital
Virginia
$566K – – –
JF
1457
Jump Financial
Illinois
$565K -$285K -2,169 -31%
CFO
1458
Collective Family Office
Pennsylvania
$565K -$22.4K -171 -3%
BFC
1459
Bedel Financial Consulting
Indiana
$564K +$69.9K +533 +15%
CRWM
1460
Castle Rock Wealth Management
California
$563K -$52.5K -400 -8%
AP
1461
Advisors Preferred
Maryland
$559K -$24.1K -184 -4%
CCC
1462
Chelsea Counsel Company
California
$558K – – –
PCA
1463
Peddock Capital Advisors
Massachusetts
$555K +$71.3K +543 +13%
CSB
1464
City State Bank
Iowa
$553K -$10.5K -80 -2%
MF
1465
Manchester Financial
California
$552K -$2.1K -16 -0.3%
QCG
1466
Quadrant Capital Group
Ohio
$551K -$171K -1,303 -22%
TT
1467
TI-Trust
Illinois
$549K – – –
GFS
1468
GYL Financial Synergies
Connecticut
$548K +$13.1K +100 +2%
GWS
1469
Glassman Wealth Services
Virginia
$548K +$14K +107 +2%
CF
1470
Copperwynd Financial
Arizona
$547K -$13.5K -103 -2%
CHC
1471
City Holding Co
West Virginia
$547K – – –
LIA
1472
LS Investment Advisors
Michigan
$545K -$112K -850 -16%
EWS
1473
Evergreen Wealth Solutions
Pennsylvania
$544K -$262K -1,993 -30%
SF
1474
SBK Financial
Virginia
$544K +$145K +1,102 +32%
TCM
1475
Twin Capital Management
Pennsylvania
$543K -$5.12K -39 -0.8%
57 58
59
60 61