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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
1726
Aire Advisors
California
$424K +$11.9K +88 +3%
MCA
1727
MSH Capital Advisors
Arizona
$423K -$16.9K -125 -4%
LW
1728
Libra Wealth
California
$422K -$1.22K -9 -0.3%
TF
1729
TimeScale Financial
Massachusetts
$422K +$4.59K +34 +1%
DA
1730
DCM Advisors
New York
$422K +$403K +2,989 New
SB
1731
Sunflower Bank
Texas
$421K -$303K -2,243 -43%
IP
1732
Ignite Planners
California
$421K -$211K -1,564 -34%
OCPWS
1733
One Charles Private Wealth Services
Massachusetts
$420K +$135 +1 +0%
MAM
1734
McLean Asset Management
Virginia
$420K +$1.75K +13 +0.4%
ST
1735
Sabal Trust
Florida
$420K +$4.45K +33 +1%
TAM
1736
Trillium Asset Management
Massachusetts
$419K -$145K -1,075 -27%
ACM
1737
Allred Capital Management
Texas
$418K +$1.62K +12 +0.4%
NWA
1738
Navis Wealth Advisors
New York
$417K – – –
PL
1739
Pluribus Labs
California
$417K +$66.5K +493 +20%
CST
1740
Charles Schwab Trust
Nevada
$416K +$8.91K +66 +2%
FMP
1741
Financial Management Professionals
Texas
$416K +$25.8K +191 +7%
SIG
1742
Sky Investment Group
Connecticut
$416K +$74.8K +554 +23%
CHA
1743
Cooper/Haims Advisors
New York
$415K +$7.42K +55 +2%
KWM
1744
Kolinsky Wealth Management
New Jersey
$415K +$31.6K +234 +9%
VNA
1745
Valley National Advisers
Pennsylvania
$414K -$33.6K -249 -8%
WBCM
1746
Wilson & Boucher Capital Management
California
$413K – – –
MHWM
1747
Montz Harcus Wealth Management
Louisiana
$413K +$15.7K +116 +4%
SWA
1748
Sutton Wealth Advisors
Florida
$413K +$3.37K +25 +0.9%
WCAMG
1749
Woodard & Company Asset Management Group
North Carolina
$412K – – –
KF
1750
Krilogy Financial
Missouri
$411K -$133K -982 -25%
68 69
70
71 72