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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
CFFP
1901
Center for Financial Planning
Michigan
$422K – – –
C
1902
CEDRUS
Colorado
$422K -$78.1K -517 -17%
HI
1903
Human Investing
Oregon
$422K -$121K -801 -24%
OC
1904
Oarsman Capital
Wisconsin
$421K +$48.5K +321 +14%
CFMC
1905
Curbstone Financial Management Corp
New Hampshire
$421K +$389K +2,574 New
FAM
1906
Fenimore Asset Management
New York
$421K -$244K -1,617 -39%
MHIC
1907
Marble Harbor Investment Counsel
Massachusetts
$420K +$10.6K +70 +3%
GCA
1908
Genesee Capital Advisors
New York
$420K – – –
IFAM
1909
Institutional & Family Asset Management
Colorado
$418K +$756 +5 +0.2%
BWAM
1910
Boyd Watterson Asset Management
Ohio
$417K -$756 -5 -0.2%
BIA
1911
Bigelow Investment Advisors
Maine
$417K – – –
WF
1912
Wayfinding Financial
Washington
$417K -$3.17K -21 -0.8%
LA
1913
Lakeside Advisors
Washington
$416K – – –
PAM
1914
Pegasus Asset Management
New York
$416K – – –
CAM
1915
Close Asset Management
United Kingdom
$416K +$127K +840 +49%
CFG
1916
CKW Financial Group
Hawaii
$415K +$2.27K +15 +0.6%
AIM
1917
Avity Investment Management
Connecticut
$415K -$907 -6 -0.2%
AIM
1918
Acropolis Investment Management
Missouri
$414K +$5.29K +35 +1%
PGIM
1919
Pacific Global Investment Management
California
$413K – – –
VWA
1920
Visionary Wealth Advisors
Illinois
$413K -$22.5K -149 -6%
OIA
1921
Optimum Investment Advisors
Illinois
$413K -$68.2K -451 -15%
FWM
1922
Finer Wealth Management
Massachusetts
$413K – – –
SSW
1923
Smith Shellnut Wilson
Mississippi
$413K -$94.3K -624 -20%
KWM
1924
KFG Wealth Management
Indiana
$411K -$5.89K -39 -2%
PSCM
1925
Per Stirling Capital Management
Texas
$411K +$9.22K +61 +2%
75 76
77
78 79