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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
MSWM
1801
McGlone Suttner Wealth Management
Wisconsin
$1.03M +$24.5K +95 +3%
MFC
1802
Mechanics Financial Corp
Ohio
$1.03M – – –
FCAS
1803
First Command Advisory Services
Texas
$1.03M +$10K +39 +1%
BCM
1804
Basso Capital Management
Connecticut
$1.03M +$258K +1,000 +40%
PAM
1805
Peak Asset Management
Colorado
$1.03M +$283K +1,098 +46%
LIA
1806
Lynx Investment Advisory
District of Columbia
$1.03M +$12.4K +48 +1%
GWA
1807
Geometric Wealth Advisors
District of Columbia
$1.03M +$258 +1 +0%
MSS
1808
Mitchell Sinkler & Starr
Pennsylvania
$1.03M – – –
SWMP
1809
Signature Wealth Management Partners
New Jersey
$1.03M -$11.9K -46 -1%
HFM
1810
Harvest Fund Management
China
$1.03M -$702K -2,725 -44%
OFG
1811
Oxford Financial Group
Indiana
$1.03M -$23.2K -90 -3%
TNB
1812
Thomasville National Bank
Georgia
$1.02M -$233K -906 -21%
MWA
1813
Medallion Wealth Advisors
Connecticut
$1.02M +$65.2K +253 +8%
APG
1814
Abacus Planning Group
South Carolina
$1.02M +$18K +70 +2%
FF
1815
Francis Financial
$1.02M +$47.1K +183 +6%
MBTD
1816
Mechanics Bank - Trust Department
California
$1.02M -$14.9K -58 -2%
PA
1817
Planning Alternatives
Michigan
$1.02M +$153K +595 +21%
OCM
1818
Orion Capital Management
California
$1.02M +$13.1K +51 +1%
MFG
1819
Magnus Financial Group
New York
$1.02M -$59K -229 -6%
PC
1820
Port Capital
Illinois
$1.01M -$51.5K -200 -5%
DWM
1821
Destination Wealth Management
California
$1.01M -$80.9K -314 -8%
QWM
1822
Quadcap Wealth Management
Texas
$1.01M -$85.8K -333 -9%
AFWM
1823
AMJ Financial Wealth Management
Virginia
$1.01M -$125K -487 -12%
WIM
1824
Warwick Investment Management
Texas
$1.01M -$5.93K -23 -0.7%
OC
1825
Opinicus Capital
Florida
$1.01M +$7.21K +28 +0.8%
71 72
73
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