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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
1701
GDS Wealth Management
Texas
$442K – – –
ST
1702
Sabal Trust
Florida
$442K +$58.6K +454 +16%
PI
1703
Putnam Investments
Massachusetts
$442K +$3.74K +29 +0.9%
TFF
1704
The Family Firm
Maryland
$440K +$903 +7 +0.2%
GG
1705
Greenwood Gearhart
Arkansas
$440K -$101K -783 -19%
RWB
1706
RMR Wealth Builders
New Jersey
$440K +$89.2K +691 +27%
FAM
1707
Formidable Asset Management
Ohio
$438K -$1.29K -10 -0.3%
AS
1708
Altshuler Shaham
Israel
$438K -$6.84K -53 -2%
PWP
1709
Private Wealth Partners
California
$437K +$12.9K +100 +3%
LPT
1710
Legacy Private Trust
Wisconsin
$437K +$17.7K +137 +4%
TIA
1711
Traphagen Investment Advisors
New Jersey
$437K -$13.7K -106 -3%
IAS
1712
Investment Advisory Services
Texas
$434K +$33.6K +260 +9%
BA
1713
Ballast Advisors
Minnesota
$433K -$9.94K -77 -2%
BW
1714
BIP Wealth
Georgia
$433K – – –
SRIM
1715
Saratoga Research & Investment Management
California
$432K +$148K +1,144 +55%
MFC
1716
Mechanics Financial Corp
Ohio
$432K – – –
CF
1717
Centaurus Financial
California
$430K -$1.42K -11 -0.3%
TCWM
1718
Total Clarity Wealth Management
Illinois
$429K +$209K +1,616 +102%
SCA
1719
Southern Capital Advisors
Tennessee
$429K +$1.29K +10 +0.3%
JE
1720
JMAC Enterprises
Pennsylvania
$428K -$44.1K -342 -10%
BCG
1721
Breakwater Capital Group
New Jersey
$427K +$412K +3,191 New
TF
1722
TimeScale Financial
Massachusetts
$425K +$4.65K +36 +1%
SC
1723
Schoolcraft Capital
Colorado
$422K +$407K +3,156 New
ACP
1724
Aveo Capital Partners
Colorado
$422K +$39.9K +309 +11%
BFO
1725
Biltmore Family Office
North Carolina
$421K -$6.97K -54 -2%
67 68
69
70 71