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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
1476
Schechter Investment Advisors
Michigan
$618K -$19K -147 -3%
MF
1477
Manchester Financial
California
$617K -$1.29K -10 -0.2%
BRM
1478
Boston Research & Management
Massachusetts
$615K +$13.8K +107 +2%
EWS
1479
Evergreen Wealth Solutions
Pennsylvania
$615K +$72.9K +565 +14%
IPW
1480
Intergy Private Wealth
Colorado
$614K +$592K +4,590 New
AWS
1481
Arkfeld Wealth Strategies
Nebraska
$614K +$155K +1,204 +35%
PMFA
1482
Plante Moran Financial Advisors
Michigan
$614K +$27.7K +215 +5%
LIA
1483
LS Investment Advisors
Michigan
$613K – – –
LWM
1484
Liberty Wealth Management
California
$613K +$12.4K +96 +2%
HPM
1485
Hoxton Planning & Management
West Virginia
$609K -$30.6K -237 -5%
NCM
1486
NCM Capital Management
New Jersey
$609K – – –
KNW
1487
Kesler Norman & Wride
Utah
$606K -$5.29K -41 -0.9%
TT
1488
TI-Trust
Illinois
$605K – – –
CSB
1489
City State Bank
Iowa
$603K -$11.2K -87 -2%
WKWM
1490
Walter & Keenan Wealth Management
Indiana
$601K – – –
PCS
1491
Personal CFO Solutions
New Jersey
$601K -$232K -1,798 -29%
XWM
1492
Xcel Wealth Management
Florida
$601K – – –
SWP
1493
Summit Wealth Partners
Florida
$600K – – –
LCGC
1494
Legacy Capital Group California
California
$600K +$16K +124 +3%
DS
1495
DRW Securities
Illinois
$598K +$577K +4,469 New
SFG
1496
SNS Financial Group
Minnesota
$597K +$774 +6 +0.1%
RPCONE
1497
Retirement Planning Company of New England
Rhode Island
$595K -$5.68K -44 -1%
GL
1498
Graypoint LLC
New York
$595K +$63.2K +490 +12%
REMPR
1499
Roof Eidam Maycock Peralta (REMP)
California
$594K – – –
NFG
1500
Norris Financial Group
South Carolina
$592K -$52.9K -410 -8%
58 59
60
61 62