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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
BFF
1701
Byrne Financial Freedom
Massachusetts
$1.18M -$118K -458 -10%
CIM
1702
Corda Investment Management
Texas
$1.18M +$1.03M +3,992 New
BFO
1703
Boston Family Office
Massachusetts
$1.18M -$18K -70 -2%
WAM
1704
Weatherly Asset Management
California
$1.17M +$7.47K +29 +0.7%
GJWM
1705
Gilliland Jeter Wealth Management
Arkansas
$1.17M +$773 +3 +0.1%
EI
1706
Ellevest Inc
New York
$1.17M +$404K +1,570 +66%
1IA
1707
1620 Investment Advisors
Massachusetts
$1.17M +$4.89K +19 +0.5%
PRTG
1708
Post Resch Tallon Group
New York
$1.17M -$38.6K -150 -4%
GWANC
1709
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.16M +$541K +2,099 +113%
HFA
1710
High Falls Advisors
New York
$1.16M +$773K +3,002 +319%
LIM
1711
Loudon Investment Management
New Hampshire
$1.16M -$88.4K -343 -8%
CIA
1712
Cape Investment Advisory
Georgia
$1.16M -$45.1K -175 -4%
SAM
1713
Secure Asset Management
Michigan
$1.16M +$68.8K +267 +7%
BCP
1714
Blue Chip Partners
Michigan
$1.15M +$15.2K +59 +2%
WP
1715
WealthShield Partners
North Carolina
$1.15M +$371K +1,441 +58%
JC
1716
JB Capital
Connecticut
$1.15M +$14.2K +55 +1%
CSB
1717
City State Bank
Iowa
$1.15M – – –
FCM
1718
Firestone Capital Management
Florida
$1.15M -$6.44K -25 -0.6%
R
1719
Rebalance
California
$1.14M -$143K -556 -13%
LI
1720
Lafayette Investments
Maryland
$1.14M – – –
TWM
1721
Trueblood Wealth Management
Ohio
$1.13M +$52.6K +204 +6%
IP
1722
Ignite Planners
California
$1.13M +$9.28K +36 +0.9%
SC
1723
SummitTX Capital
Texas
$1.13M -$919K -3,568 -48%
BFS
1724
BridgePort Financial Solutions
Iowa
$1.13M +$544K +2,110 +122%
KPWG
1725
KFA Private Wealth Group
Virginia
$1.13M +$1.8K +7 +0.2%
67 68
69
70 71