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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
TIM
1826
Total Investment Management
Arizona
$205K -$1.29K -11 -0.6%
TCM
1827
Tradewinds Capital Management
Washington
$205K -$1.18K -10 -0.6%
JWM
1828
JGP Wealth Management
Oregon
$205K +$204K +1,732 New
OC
1829
Oakworth Capital
Alabama
$204K – – –
MA
1830
MCF Advisors
Kentucky
$204K +$25.8K +219 +14%
GCM
1831
Gladius Capital Management
Illinois
$204K +$206K +1,746 New
CA
1832
Capital Advantage
California
$203K +$202K +1,712 New
BWA
1833
BlueSky Wealth Advisors
North Carolina
$202K -$17K -144 -8%
CWA
1834
Carolina Wealth Advisors
South Carolina
$202K – – –
VCP
1835
Vista Capital Partners
Oregon
$202K +$204K +1,735 New
KPCM
1836
Kings Point Capital Management
New York
$200K – – –
TWP
1837
Tempus Wealth Planning
California
$200K +$203K +1,720 New
WFA
1838
Wade Financial Advisory
California
$200K +$203K +1,722 New
GRP
1839
Global Retirement Partners
California
$198K -$91.4K -776 -31%
GFPC
1840
Global Financial Private Client
Florida
$194K -$20.4K -173 -9%
FMTCOCP
1841
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$192K -$49.2K -418 -20%
RFA
1842
Reilly Financial Advisors
California
$190K -$181K -1,539 -49%
HFS
1843
HBC Financial Services
Washington
$186K -$91.8K -780 -15%
IR
1844
IAT Reinsurance
New York
$183K – – –
LAM
1845
Lountzis Asset Management
Pennsylvania
$183K – – –
HF
1846
Halpern Financial
Virginia
$183K -$2.47K -21 -1%
CI
1847
CX Institutional
Indiana
$181K -$1.75M -14,837 -91%
PP
1848
PrairieView Partners
Minnesota
$179K +$2.12K +18 +1%
PS
1849
Planned Solutions
California
$178K +$180K +1,527 New
EW
1850
Evoke Wealth
California
$174K -$2.59K -22 -1%
72 73
74
75 76