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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
WW
1676
Westshore Wealth
California
$465K – – –
KCM
1677
Kendall Capital Management
Maryland
$464K +$16.6K +120 +4%
AWS
1678
Arkfeld Wealth Strategies
Nebraska
$464K -$156K -1,131 -26%
WCG
1679
Weaver Consulting Group
California
$464K +$221K +1,605 +95%
EFG
1680
Everhart Financial Group
Ohio
$463K +$8.97K +65 +2%
GC
1681
Gilbert & Cook
Iowa
$463K +$5.79K +42 +1%
FAM
1682
Formidable Asset Management
Ohio
$463K – – –
FUBT
1683
First United Bank & Trust
Maryland
$462K -$3.45K -25 -0.8%
LC
1684
LCNB Corp
Ohio
$462K +$2.76K +20 +0.6%
MTIC
1685
Missouri Trust & Investment Company
Missouri
$461K +$8.83K +64 +2%
IAS
1686
Insigneo Advisory Services
Florida
$460K +$450K +3,264 New
AI
1687
Accredited Investors
Minnesota
$459K -$27.3K -198 -6%
BWAM
1688
Boyd Watterson Asset Management
Ohio
$458K -$534K -3,872 -54%
KA
1689
Klingman & Associates
New York
$457K -$6.48K -47 -1%
BCAM
1690
Boston Common Asset Management
Massachusetts
$456K +$10.9K +79 +3%
LFA
1691
Landmark Financial Advisors
Kentucky
$456K +$94.2K +683 +27%
MFC
1692
Mechanics Financial Corp
Ohio
$454K – – –
RFA
1693
Register Financial Advisors
Georgia
$453K +$444K +3,218 New
SPWG
1694
Syntegra Private Wealth Group
Missouri
$453K +$443K +3,214 New
PWM
1695
Prosperity Wealth Management
California
$450K +$441K +3,195 New
SMC
1696
Smith, Moore & Co
Missouri
$450K +$2.48K +18 +0.6%
BFO
1697
Biltmore Family Office
North Carolina
$449K -$276 -2 -0.1%
BBNA
1698
Bremer Bank National Association
Minnesota
$449K +$49.2K +357 +13%
WA
1699
Wambolt & Associates
Colorado
$447K -$10.8K -78 -2%
PI
1700
Putnam Investments
Massachusetts
$447K -$161K -1,169 -27%
66 67
68
69 70