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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
KFS
1826
Kurt F. Somerville
$750K – – –
SFG
1827
SNS Financial Group
Minnesota
$750K -$891 -4 -0.1%
CP
1828
Creekside Partners
California
$745K +$891 +4 +0.1%
CFMC
1829
Curbstone Financial Management Corp
New Hampshire
$745K +$66.4K +298 +10%
IP
1830
Ignite Planners
California
$744K +$6.01K +27 +0.8%
TFF
1831
The Family Firm
Maryland
$744K +$891 +4 +0.1%
PTP
1832
Platform Technology Partners
New York
$743K +$223 +1 +0%
KWM
1833
Kolinsky Wealth Management
New Jersey
$743K +$24.7K +111 +3%
LWP
1834
LMG Wealth Partners
Louisiana
$741K +$6.68K +30 +0.9%
OC
1835
Opinicus Capital
Florida
$738K +$5.34K +24 +0.7%
EBA
1836
Eagle Bay Advisors
New York
$738K -$19.8K -89 -3%
BFG
1837
Baron Financial Group
New Jersey
$736K +$668 +3 +0.1%
WF
1838
WinCap Financial
Massachusetts
$735K +$745K +3,344 New
CPA
1839
Cardiff Park Advisors
California
$735K -$4.45K -20 -0.6%
HCM
1840
Hutchinson Capital Management
California
$732K – – –
BW
1841
BIP Wealth
Georgia
$731K +$44.5K +200 +6%
MWA
1842
Medallion Wealth Advisors
Connecticut
$730K +$736K +3,304 New
PWPS
1843
Pinnacle Wealth Planning Services
Ohio
$730K -$465K -2,089 -39%
HTHT
1844
Hemenway Trust Hemenway Trust
New Hampshire
$729K -$4.68K -21 -0.6%
TCM
1845
Twin Capital Management
Pennsylvania
$729K +$12.7K +57 +2%
BTW
1846
Boston Trust Walden
Massachusetts
$726K – – –
CST
1847
Charles Schwab Trust
Nevada
$725K +$271K +1,217 +58%
GLLW
1848
Graves Light Lenhart Wealth
Virginia
$725K +$223 +1 +0%
MCM
1849
Maple Capital Management
Vermont
$725K -$66.4K -298 -8%
FWI
1850
Facet Wealth Inc
Maryland
$725K -$6.24K -28 -1%
72 73
74
75 76