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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
BRM
1901
Boston Research & Management
Massachusetts
$919K +$12.3K +47 +1%
SFGP
1902
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$918K +$70.2K +268 +9%
AWM
1903
Aprio Wealth Management
Georgia
$917K +$116K +442 +16%
PA
1904
Persium Advisors
Georgia
$917K +$38.7K +148 +5%
DTC
1905
Davidson Trust Company
Washington
$907K +$117K +448 +16%
CL
1906
CLG LLC
California
$907K -$108K -412 -11%
BTW
1907
Boston Trust Walden
Massachusetts
$906K -$50.3K -192 -6%
MCM
1908
Maple Capital Management
Vermont
$904K +$31.9K +122 +4%
RFP
1909
Roth Financial Partners
Texas
$903K – – –
BFC
1910
Bedel Financial Consulting
Indiana
$903K +$46.9K +179 +6%
OCM
1911
Orion Capital Management
California
$901K -$68.1K -260 -8%
KFS
1912
Kurt F. Somerville
$901K – – –
ACM
1913
Allred Capital Management
Texas
$899K +$7.33K +28 +0.9%
LFA
1914
LifeGuide Financial Advisors
Pennsylvania
$899K – – –
LA
1915
LexAurum Advisors
Kansas
$898K +$30.1K +115 +4%
SIS
1916
Strategic Investment Solutions
Illinois
$898K -$1.32M -5,046 -61%
EBA
1917
Eagle Bay Advisors
New York
$896K -$12.6K -48 -1%
RW
1918
Rede Wealth
Virginia
$896K +$637K +2,433 +327%
HIM
1919
Hillsdale Investment Management
Ontario, Canada
$894K +$830K +3,170 New
FFWM
1920
Future Financial Wealth Management
Ohio
$894K +$202K +770 +32%
EIG
1921
Ellenbecker Investment Group
Wisconsin
$894K +$238K +909 +40%
SCA
1922
Sandy Cove Advisors
Massachusetts
$893K +$6.54K +25 +0.8%
CPSAC
1923
Chas P. Smith & Associates (CPS)
Florida
$892K +$235K +898 +40%
BW
1924
BIP Wealth
Georgia
$891K +$66.7K +255 +9%
JIR
1925
James Investment Research
Ohio
$890K +$631K +2,412 +324%
75 76
77
78 79