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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
HIC
1826
Hartline Investment Corp
Illinois
$253K -$37.3K -323 -13%
SC
1827
Slow Capital
California
$253K +$15K +130 +7%
FMN
1828
Financial Management Network
California
$253K +$235K +2,032 New
AWS
1829
AJ Wealth Strategies
New York
$252K – – –
CA
1830
Crewe Advisors
Utah
$252K +$151K +1,307 +165%
HWA
1831
Heritage Way Advisors
Illinois
$251K – – –
HAC
1832
Harbor Advisory Corp
New Hampshire
$251K +$6.59K +57 +3%
HFG
1833
Heron Financial Group
New York
$250K – – –
RIS
1834
Retirement Income Solutions
Michigan
$250K +$12K +104 +5%
AIM
1835
Aspen Investment Management
Michigan
$248K -$12K -104 -5%
AWM
1836
Altavista Wealth Management
North Carolina
$248K -$3.58K -31 -1%
RPA
1837
Rock Point Advisors
Vermont
$247K – – –
WP
1838
WealthPLAN Partners
Nebraska
$246K +$246K +2,128 New
ECAM
1839
East Coast Asset Management
Massachusetts
$245K -$2.43K -21 -1%
KFGK
1840
Keystone Financial Group (Kentucky)
Kentucky
$244K -$86.3K -747 -27%
MYLI
1841
Meiji Yasuda Life Insurance
Japan
$243K -$278K -2,409 -54%
PFO
1842
Pathstone Family Office
New Jersey
$243K +$85.9K +743 +58%
LFG
1843
Lazard Frères Gestion
France
$243K +$237K +2,048 New
TTWM
1844
TCV Trust & Wealth Management
Virginia
$242K -$30.2K -261 -11%
FM
1845
Family Management
New York
$242K -$693 -6 -0.3%
QCM
1846
Quest Capital Management
Texas
$241K -$3K -26 -1%
BOM
1847
Bank of Marin
California
$241K +$9.02K +78 +4%
TCM
1848
Traynor Capital Management
Pennsylvania
$241K +$231K +2,003 New
NQWM
1849
Northwest Quadrant Wealth Management
Oregon
$240K -$35.1K -304 -13%
IWA
1850
Inspirion Wealth Advisors
Illinois
$240K – – –
72 73
74
75 76