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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
FUBT
1651
First United Bank & Trust
Maryland
$720K – – –
SPC
1652
Spirepoint Private Client
Florida
$720K +$687K +3,768 New
EBA
1653
Eagle Bay Advisors
New York
$718K -$38.1K -209 -5%
SWA
1654
Sax Wealth Advisors
New Jersey
$717K -$547 -3 -0.1%
ANBT
1655
American National Bank & Trust
Texas
$716K +$107K +588 +19%
CF
1656
Centaurus Financial
California
$715K +$58.7K +322 +9%
PS
1657
Planned Solutions
California
$714K – – –
QWP
1658
Quotient Wealth Partners
Texas
$713K +$56.9K +312 +9%
WC
1659
Weil Company
California
$711K +$4.01K +22 +0.6%
RWM
1660
Revisor Wealth Management
Ohio
$710K +$252K +1,379 +53%
SC
1661
Sawyer & Company
Massachusetts
$710K -$8.76K -48 -1%
OC
1662
Oarsman Capital
Wisconsin
$709K +$207K +1,136 +44%
DWM
1663
Dopkins Wealth Management
New York
$707K +$675K +3,700 New
HCM
1664
Hengehold Capital Management
Ohio
$706K -$16.6K -91 -2%
MPIA
1665
Mountain Pacific Investment Advisers
Idaho
$701K – – –
CPP
1666
Capasso Planning Partners
South Carolina
$701K +$4.38K +24 +0.7%
JWWM
1667
Johnson & White Wealth Management
Pennsylvania
$701K +$155K +847 +30%
GSB
1668
Greenfield Savings Bank
Massachusetts
$701K -$2.01K -11 -0.3%
MW
1669
MBL Wealth
North Carolina
$699K +$12.6K +69 +2%
LI
1670
Lafayette Investments
Maryland
$699K – – –
FFB
1671
First Financial Bankshares
Texas
$699K +$13K +71 +2%
QWM
1672
Quadcap Wealth Management
Texas
$698K -$24.1K -132 -3%
BWM
1673
Bullock Wealth Management
Indiana
$695K +$668K +3,661 New
OFG
1674
OmniStar Financial Group
North Carolina
$694K -$1.1M -6,045 -62%
SAI
1675
Savvy Advisors Inc
New York
$694K +$92.7K +508 +16%
65 66
67
68 69