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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
CB
1926
CNB Bank
Pennsylvania
$309K +$66.6K +516 +29%
IAG
1927
Investment Advisory Group
Massachusetts
$308K +$28.5K +221 +11%
SPA
1928
Sherbrooke Park Advisers
New York
$308K -$581K -4,500 -66%
MWM
1929
Merriman Wealth Management
Washington
$307K -$645 -5 -0.2%
MWM
1930
Mattern Wealth Management
Kansas
$307K -$4.39K -34 -1%
MIA
1931
MainStreet Investment Advisors
Illinois
$306K -$35.5K -275 -11%
FA
1932
Financial Advisors
Massachusetts
$306K +$97.7K +757 +50%
OCM
1933
One Capital Management
California
$305K -$125K -971 -30%
HFG
1934
Heron Financial Group
New York
$305K -$2.97K -23 -1%
CFP
1935
Catalyst Financial Partners
Massachusetts
$305K +$39.4K +305 +15%
BMM
1936
Buffington Mohr McNeal
Idaho
$304K – – –
MG
1937
Marex Group
$304K -$228K -1,766 -44%
VNA
1938
Valley National Advisers
Pennsylvania
$304K -$17.3K -134 -6%
T
1939
TRUADVICE
Florida
$303K -$24.3K -188 -8%
AFPL
1940
Advus Financial Partners, LLC
Florida
$303K +$292K +2,261 New
PAM
1941
Peak Asset Management
Colorado
$302K – – –
SPW
1942
Sonoma Private Wealth
California
$302K +$18.7K +145 +7%
GFP
1943
Gryphon Financial Partners
Ohio
$302K +$38.3K +297 +15%
PWM
1944
Paulson Wealth Management
Illinois
$302K -$1.16K -9 -0.4%
PWMG
1945
Provence Wealth Management Group
California
$301K +$18.3K +142 +7%
ACA
1946
Affinity Capital Advisors
California
$300K -$10.6K -82 -4%
FOA
1947
Five Oceans Advisors
California
$300K +$44.5K +345 +18%
BAMG
1948
Brand Asset Management Group
Missouri
$300K – – –
AWM
1949
Atticus Wealth Management
Florida
$299K -$11.2K -87 -4%
RZH
1950
Relyea Zuckerberg Hanson
Connecticut
$297K -$104K -808 -27%
76 77
78
79 80