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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
MCWS
1776
McKinley Carter Wealth Services
West Virginia
$306K -$42K -314 -12%
MPW
1777
MA Private Wealth
California
$306K +$2.54K +19 +0.8%
FMN
1778
Financial Management Network
California
$306K +$6.82K +51 +2%
VHAM
1779
Van Hulzen Asset Management
California
$306K +$41.7K +312 +16%
GCA
1780
Gradient Capital Advisors
California
$305K +$10.8K +81 +4%
GKWIM
1781
Gerber Kawasaki Wealth & Investment Management
California
$305K +$27.8K +208 +10%
C
1782
Certuity
Florida
$304K -$12.3K -92 -4%
PGAM
1783
Princeton Global Asset Management
New Jersey
$304K +$1.47K +11 +0.5%
BFWA
1784
Benchmark Financial Wealth Advisors
Florida
$302K -$20.7K -155 -6%
GDP
1785
Great Diamond Partners
Maine
$302K +$1.34K +10 +0.4%
FNBOSM
1786
First National Bank of South Miami
Florida
$302K +$15.5K +116 +5%
OFG
1787
Oxford Financial Group
Indiana
$300K -$193K -1,441 -39%
CCA
1788
Catalyst Capital Advisors
New York
$300K – – –
PIM
1789
Progressive Investment Management
Oregon
$299K – – –
KFGK
1790
Keystone Financial Group (Kentucky)
Kentucky
$297K +$134 +1 +0%
CWM
1791
Calamos Wealth Management
Illinois
$296K -$161K -1,201 -35%
BIP
1792
Blueprint Investment Partners
North Carolina
$296K +$43.6K +326 +17%
CI
1793
CX Institutional
Indiana
$295K +$8.29K +62 +3%
TSWM
1794
Triangle Securities Wealth Management
North Carolina
$294K -$20.2K -151 -6%
PCMC
1795
Private Capital Management (Colorado)
Colorado
$294K +$296K +2,215 New
IC
1796
Inscription Capital
Texas
$293K -$6.17M -46,186 -95%
HFP
1797
Holistic Financial Partners
Indiana
$293K – – –
MLFP
1798
MPS Loria Financial Planners
Illinois
$292K +$1.34K +10 +0.5%
BFG
1799
Bouchey Financial Group
New York
$291K – – –
MWM
1800
Mattern Wealth Management
Kansas
$291K – – –
70 71
72
73 74