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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
DIP
1801
DT Investment Partners
Pennsylvania
$1.03M -$850K -3,249 -47%
SAM
1802
Simplify Asset Management
Nevada
$1.03M +$958K +3,660 New
CCG
1803
Chatham Capital Group
Georgia
$1.03M -$16.2K -62 -2%
WA1
1804
Wimmer Associates 1
California
$1.03M – – –
BHPW
1805
Beverly Hills Private Wealth
California
$1.02M -$16.8K -64 -2%
WC
1806
Weil Company
California
$1.02M -$262 -1 -0%
BFO
1807
Boston Family Office
Massachusetts
$1.02M -$94K -359 -9%
OFS
1808
Oldfather Financial Services
Nebraska
$1.02M +$9.42K +36 +1%
NCM
1809
Northside Capital Management
Oregon
$1.02M – – –
RWM
1810
Revisor Wealth Management
Ohio
$1.02M -$27.5K -105 -3%
R
1811
Rebalance
California
$1.02M -$67.3K -257 -7%
CFMC
1812
Curbstone Financial Management Corp
New Hampshire
$1.02M +$105K +400 +12%
CICI
1813
Capital Investment Counsel Inc
North Carolina
$1.02M -$43.2K -165 -4%
MHWM
1814
Montz Harcus Wealth Management
Louisiana
$1.01M +$103K +393 +12%
S
1815
Sachetta
Massachusetts
$1.01M +$78.3K +299 +9%
LS
1816
Leelyn Smith
Illinois
$1.01M +$425K +1,624 +83%
BCFD
1817
Boit C.F. David
$1.01M – – –
SFG
1818
Shum Financial Group
California
$1.01M +$936K +3,574 New
IFWM
1819
Institute for Wealth Management
Colorado
$1.01M +$2.88K +11 +0.3%
PWP
1820
Prasad Wealth Partners
Ohio
$1.01M +$934K +3,569 New
HCMG
1821
Howard Capital Management Group
California
$1.01M +$170K +650 +22%
SFC
1822
Strategic Financial Concepts
Texas
$1M +$44.8K +171 +5%
MSWM
1823
McGlone Suttner Wealth Management
Wisconsin
$1M +$13.9K +53 +2%
GSB
1824
Greenfield Savings Bank
Massachusetts
$1M -$3.14K -12 -0.3%
GSF
1825
Grove Street Fiduciary
New Hampshire
$1M – – –
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