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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
1701
Fiducient Advisors
Illinois
$460K +$466K +3,277 New
BFA
1702
Bill Few Associates
Pennsylvania
$460K +$107K +750 +30%
TIA
1703
Traphagen Investment Advisors
New Jersey
$458K +$142 +1 +0%
FAN
1704
Financial Advisors Network
California
$457K +$463K +3,255 New
LC
1705
Lindbrook Capital
California
$456K +$105K +736 +29%
TCWM
1706
Total Clarity Wealth Management
Illinois
$456K +$5.55K +39 +1%
BIP
1707
Blueprint Investment Partners
North Carolina
$455K +$18.4K +129 +4%
AA
1708
Auxano Advisors
Washington
$455K +$39K +274 +9%
JCM
1709
J2 Capital Management
Michigan
$454K -$12.1K -85 -3%
MFC
1710
Mechanics Financial Corp
Ohio
$452K – – –
WFA
1711
WMG Financial Advisors
Tennessee
$452K -$19.6K -138 -4%
PTP
1712
Platform Technology Partners
New York
$450K +$17.4K +122 +4%
FAM
1713
Formidable Asset Management
Ohio
$450K -$9.68K -68 -2%
IAS
1714
Investment Advisory Services
Texas
$450K -$5.26K -37 -1%
JFL
1715
Jarislowsky, Fraser Ltd
Quebec, Canada
$449K -$149K -1,050 -25%
SRIM
1716
Saratoga Research & Investment Management
California
$447K -$6.4K -45 -1%
FSC
1717
Full Sail Capital
Oklahoma
$447K -$22.8K -160 -5%
OCM
1718
Orion Capital Management
California
$446K -$128K -900 -22%
FFA
1719
Farther Finance Advisors
California
$445K +$94.9K +667 +27%
VC
1720
Vicus Capital
Pennsylvania
$445K +$114K +800 +34%
PBO
1721
Peoples Bank (Ohio)
Ohio
$444K +$14.7K +103 +3%
CGA
1722
Crescent Grove Advisors
Illinois
$443K -$171K -1,204 -28%
SC
1723
Schoolcraft Capital
Colorado
$443K – – –
SSW
1724
Smith Shellnut Wilson
Mississippi
$442K -$69.9K -491 -13%
LPT
1725
Legacy Private Trust
Wisconsin
$439K -$19.5K -137 -4%
67 68
69
70 71