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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
SCI
1726
Stableford Capital II
Arizona
$246K – – –
TCM
1727
Tradewinds Capital Management
Washington
$246K +$12.5K +93 +6%
RPA
1728
Rock Point Advisors
Vermont
$246K +$238K +1,768 New
TCM
1729
Traynor Capital Management
Pennsylvania
$245K +$12.9K +96 +6%
DDPIC
1730
Deroy & Devereaux Private Investment Counsel
Michigan
$245K +$24.8K +184 +12%
BWA
1731
BlueSky Wealth Advisors
North Carolina
$244K – – –
JSL
1732
JT Stratford LLC
Georgia
$244K +$236K +1,752 New
OC
1733
Oakworth Capital
Alabama
$243K -$56.4K -418 -19%
STMM
1734
South Texas Money Management
Texas
$243K -$22.3K -165 -9%
MCG
1735
McCollum Christoferson Group
New York
$243K -$9.98K -74 -4%
WAAG
1736
Wealth Alliance Advisory Group
Kansas
$243K – – –
WCF
1737
West Coast Financial
California
$243K – – –
PW
1738
Price Wealth
Texas
$243K +$122K +901 +106%
SXL
1739
Summit X LLC
Missouri
$242K -$1.75K -13 -0.7%
NQWM
1740
Northwest Quadrant Wealth Management
Oregon
$242K +$1.08K +8 +0.4%
AAS
1741
Annex Advisory Services
Wisconsin
$241K +$234K +1,732 New
HPC
1742
Hobart Private Capital
North Carolina
$240K – – –
RWM
1743
Rench Wealth Management
Texas
$238K +$2.43K +18 +1%
1IA
1744
1834 Investment Advisors
Wisconsin
$238K +$41.1K +305 +22%
TIM
1745
Total Investment Management
Arizona
$237K +$674 +5 +0.3%
VCP
1746
Vista Capital Partners
Oregon
$237K +$944 +7 +0.4%
KPCM
1747
Kings Point Capital Management
New York
$237K +$102K +754 +79%
CFC
1748
Coyle Financial Counsel
Illinois
$237K +$230K +1,704 New
BOPW
1749
Brandywine Oak Private Wealth
Pennsylvania
$236K +$24.4K +181 +12%
KFA
1750
Kelleher Financial Advisors
New York
$235K -$110K -814 -33%
68 69
70
71 72