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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
FAG
1676
Fortitude Advisory Group
Washington
$1.22M +$136K +528 +15%
BW
1677
BXM Wealth
Colorado
$1.21M -$6.44K -25 -0.6%
CFA
1678
Cahill Financial Advisors
Minnesota
$1.21M -$92K -357 -8%
MCM
1679
Mill Capital Management
North Carolina
$1.21M – – –
PAS
1680
PKS Advisory Services
New York
$1.21M +$33.5K +130 +3%
RI
1681
Rinkey Investments
California
$1.21M +$43.8K +170 +4%
IA
1682
IMZ Advisory
Florida
$1.2M – – –
PFSC
1683
Peoples Financial Services Corp
Pennsylvania
$1.2M -$3.87K -15 -0.4%
OIM
1684
Oder Investment Management
California
$1.2M -$31.7K -123 -3%
TAM
1685
Titleist Asset Management
Texas
$1.2M +$678K +2,631 +181%
OAM
1686
Oak Asset Management
California
$1.2M +$515 +2 +0%
MF
1687
Manchester Financial
California
$1.2M -$148K -575 -12%
CP
1688
Cumberland Partners
Ontario, Canada
$1.2M -$90.2K -350 -8%
AWA
1689
Archvest Wealth Advisors
California
$1.19M +$2.58K +10 +0.2%
GPWM
1690
Grant Private Wealth Management
California
$1.19M +$480K +1,865 +86%
MLA
1691
My Legacy Advisors
Oregon
$1.19M +$15.2K +59 +1%
JWWM
1692
Johnson & White Wealth Management
Pennsylvania
$1.19M -$57.2K -222 -5%
FB
1693
First Bancorp
Maine
$1.19M +$36.1K +140 +4%
LIWM
1694
Long Island Wealth Management
New York
$1.19M +$1.04M +4,024 New
CA
1695
Claro Advisors
Massachusetts
$1.19M -$258K -1,003 -20%
LTAS
1696
Linden Thomas Advisory Services
North Carolina
$1.19M -$101K -391 -9%
CHJWM
1697
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.18M -$36.3K -141 -3%
LIA
1698
LS Investment Advisors
Michigan
$1.18M – – –
CHAM
1699
Clear Harbor Asset Management
Connecticut
$1.18M +$298K +1,158 +41%
BIAS
1700
Beacon Investment Advisory Services
New Jersey
$1.18M -$11.3K -44 -1%
66 67
68
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