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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
WA1
1726
Wimmer Associates 1
California
$943K -$2.45K -10 -0.3%
IP
1727
Ignite Planners
California
$941K +$144K +587 +18%
RPCONE
1728
Retirement Planning Company of New England
Rhode Island
$941K -$5.63K -23 -0.6%
CFM
1729
Catalyst Funds Management
Australia
$940K -$152K -620 -14%
QWM
1730
Quadcap Wealth Management
Texas
$937K -$33.3K -136 -3%
WA
1731
Wealth Architects
California
$935K +$4.89K +20 +0.5%
NED
1732
Nancy E. Dempze
$935K – – –
CFMC
1733
Curbstone Financial Management Corp
New Hampshire
$935K +$91K +372 +11%
PS
1734
Planned Solutions
California
$934K – – –
BFA
1735
Benedict Financial Advisors
Georgia
$933K -$255K -1,041 -22%
DWM
1736
Destination Wealth Management
California
$933K +$7.58K +31 +0.8%
RIA
1737
Retirement Investment Advisors
Oklahoma
$932K – – –
RWM
1738
Revisor Wealth Management
Ohio
$931K +$585K +2,390 +176%
WA
1739
WBH Advisory
Maryland
$930K +$176K +720 +24%
WAG
1740
Winthrop Advisory Group
Massachusetts
$930K -$214K -873 -19%
CA
1741
Cornerstone Advisory
Maryland
$929K +$50.6K +207 +6%
IP
1742
Investment Partners
Ohio
$928K -$54.3K -222 -6%
WFI
1743
West Family Investments
California
$927K +$2.2K +9 +0.2%
HWA
1744
Heritage Wealth Advisors
Virginia
$926K -$15.2K -62 -2%
KIM
1745
Kestra Investment Management
Texas
$925K +$103K +421 +13%
BB
1746
Berkshire Bank
Massachusetts
$921K -$13.5K -55 -1%
RPGK
1747
Retirement Planning Group (Kansas)
Kansas
$919K +$44.8K +183 +5%
CHC
1748
City Holding Co
West Virginia
$918K +$19.1K +78 +2%
WKWM
1749
Walter & Keenan Wealth Management
Indiana
$917K +$47.9K +196 +6%
SAA
1750
Southeast Asset Advisors
Georgia
$915K +$341K +1,395 +61%
68 69
70
71 72