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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
WA1
1901
Wimmer Associates 1
California
$838K -$39.2K -145 -4%
BB
1902
Berkshire Bank
Massachusetts
$838K +$303K +1,119 +48%
MWM
1903
Marietta Wealth Management
Georgia
$837K +$372K +1,376 +66%
TC
1904
Tannin Capital
North Carolina
$835K -$1.08M -3,981 -54%
BW
1905
BIP Wealth
Georgia
$835K -$242K -894 -21%
WFA
1906
Wellspring Financial Advisors
Ohio
$833K -$12.2K -45 -1%
R
1907
Rebalance
California
$833K -$47.4K -175 -5%
CA
1908
CWC Advisors
Oregon
$832K +$16.5K +61 +2%
IP
1909
Investment Partners
Ohio
$831K +$35.2K +130 +4%
PA
1910
Planning Alternatives
Michigan
$830K -$2.17K -8 -0.2%
BWA
1911
BlueSky Wealth Advisors
North Carolina
$828K +$154K +570 +20%
APW
1912
Alliance Private Wealth
Massachusetts
$827K – – –
WIM
1913
Warwick Investment Management
Texas
$827K -$15.7K -58 -2%
CP
1914
Creekside Partners
California
$826K +$1.35K +5 +0.1%
FISPB
1915
Fideuram - Intesa Sanpaolo Private Banking
$826K -$1.35M -4,980 -59%
MCM
1916
Mill Capital Management
North Carolina
$825K -$192K -711 -17%
HFRG
1917
Houlihan Financial Resource Group
Virginia
$825K +$812 +3 +0.1%
PCM
1918
Palisade Capital Management
New Jersey
$824K +$139K +512 +18%
FF
1919
Francis Financial
$824K -$29K -107 -3%
FPCP
1920
Fort Point Capital Partners
California
$823K -$86.3K -319 -9%
FSA
1921
Financial Sense Advisors
California
$823K +$4.06K +15 +0.4%
HP
1922
Holistic Planning
Texas
$821K -$3.79K -14 -0.4%
LSIA
1923
LaSalle St. Investment Advisors
Illinois
$820K -$70.1K -259 -7%
KFA
1924
Kelleher Financial Advisors
New York
$820K – – –
BWM
1925
Blossom Wealth Management
California
$818K -$41.1K -152 -4%
75 76
77
78 79