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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
SAA
1876
Southeast Asset Advisors
Georgia
$229K – – –
EW
1877
Evoke Wealth
California
$229K +$46.6K +403 +27%
OBWP
1878
O'Brien Wealth Partners
Massachusetts
$227K +$4.16K +36 +2%
PWA
1879
Phoenix Wealth Advisors
North Carolina
$227K +$218K +1,883 New
BAM
1880
Boyar Asset Management
New York
$226K – – –
MHR
1881
Matthew Hamilton Rosenberg
$226K +$8.67K +75 +4%
FA
1882
Financial Advisors
Massachusetts
$226K +$217K +1,874 New
CA
1883
Cortland Associates
Missouri
$225K -$137K -1,184 -39%
FA
1884
Fiducient Advisors
Illinois
$225K +$216K +1,868 New
TI
1885
Truepoint Inc
Ohio
$225K +$216K +1,869 New
RRA
1886
Round Rock Advisors
Connecticut
$225K +$216K +1,872 New
AFS
1887
Axiom Financial Strategies
Indiana
$224K – – –
AFM
1888
Abbot Financial Management
Massachusetts
$223K -$30.3K -262 -12%
LFA
1889
Landmark Financial Advisors
Kentucky
$223K +$210K +1,817 New
PS
1890
Portfolio Strategies
New York
$222K +$213K +1,843 New
KM
1891
Kalos Management
Georgia
$222K +$220K +1,900 New
MIA
1892
MainStreet Investment Advisors
Illinois
$221K -$135K -1,172 -39%
TCM
1893
Tradewinds Capital Management
Washington
$221K +$8.55K +74 +4%
RG
1894
Renaissance Group
Kentucky
$221K +$213K +1,840 New
VCM
1895
Vivaldi Capital Management
Illinois
$220K -$22.9K -198 -10%
OC
1896
Oarsman Capital
Wisconsin
$220K -$1.5K -13 -0.7%
RWM
1897
Rench Wealth Management
Texas
$220K +$2.66K +23 +1%
RPWA
1898
Regent Peak Wealth Advisors
Georgia
$219K -$70.6K -611 -25%
ACM
1899
AlphaCrest Capital Management
New York
$218K -$922K -7,975 -81%
HFA
1900
High Falls Advisors
New York
$217K +$208K +1,801 New
74 75
76
77 78