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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
PMFA
1501
Plante Moran Financial Advisors
Michigan
$768K -$9.22K -61 -1%
BWM
1502
Blossom Wealth Management
California
$767K -$5.74K -38 -0.8%
AF
1503
Advisornet Financial
Minnesota
$767K +$23.4K +155 +3%
IF
1504
Intrua Financial
Texas
$765K +$115K +759 +19%
WAM
1505
Weatherly Asset Management
California
$764K -$29.5K -195 -4%
CC
1506
Cultivar Capital
Texas
$761K +$703K +4,653 New
CFS
1507
CRA Financial Services
New Jersey
$761K +$96.9K +641 +16%
CF
1508
Copperwynd Financial
Arizona
$760K +$907 +6 +0.1%
PWM
1509
Proathlete Wealth Management
Florida
$760K +$702K +4,647 New
LWM
1510
Liberty Wealth Management
California
$757K -$8.46K -56 -1%
HL
1511
HeadInvest LLC
Maine
$755K -$181K -1,200 -21%
PCG
1512
Prosperity Consulting Group
Maryland
$755K +$124K +819 +22%
DDC
1513
DF Dent & Co
Maryland
$755K +$33.2K +220 +5%
CCFM
1514
Clear Creek Financial Management
Washington
$754K -$124K -818 -15%
PIA
1515
Perennial Investment Advisors
California
$753K +$13K +86 +2%
AWS
1516
Arkfeld Wealth Strategies
Nebraska
$752K +$3.93K +26 +0.6%
BRM
1517
Boston Research & Management
Massachusetts
$752K – – –
GS
1518
GTS Securities
Florida
$752K +$331K +2,193 +91%
LA
1519
Legacy Advisors
Pennsylvania
$750K -$94K -622 -12%
IPW
1520
Intergy Private Wealth
Colorado
$750K -$302 -2 -0%
MF
1521
Manchester Financial
California
$750K -$4.23K -28 -0.6%
PIA
1522
Powell Investment Advisors
Florida
$749K +$453 +3 +0.1%
BCM
1523
BluePath Capital Management
Georgia
$747K +$58K +384 +9%
NCM
1524
NCM Capital Management
New Jersey
$744K – – –
PC
1525
Port Capital
Illinois
$744K -$9.37K -62 -1%
59 60
61
62 63