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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
OHWP
1926
Oak Harbor Wealth Partners
North Carolina
$1.03M -$16.8K -56 -2%
SAM
1927
Strategy Asset Managers
California
$1.03M +$47.3K +158 +5%
WIM
1928
Warwick Investment Management
Texas
$1.03M -$14.7K -49 -1%
TWP
1929
Triad Wealth Partners
Kansas
$1.03M +$150K +502 +17%
OP
1930
ORG Partners
Indiana
$1.03M +$211K +705 +26%
LWP
1931
LMG Wealth Partners
Louisiana
$1.03M +$21.6K +72 +2%
FCAS
1932
First Command Advisory Services
Texas
$1.02M +$10.8K +36 +1%
NHT
1933
New Hampshire Trust
New Hampshire
$1.02M -$21.3K -71 -2%
GC
1934
Gilbert & Cook
Iowa
$1.02M +$898 +3 +0.1%
RWM
1935
Revisor Wealth Management
Ohio
$1.02M -$19.2K -64 -2%
HFRG
1936
Houlihan Financial Resource Group
Virginia
$1.02M +$636K +2,122 +166%
PA
1937
Planning Alternatives
Michigan
$1.02M +$13.5K +45 +1%
WC
1938
Weil Company
California
$1.02M -$59.6K -199 -5%
CPSAC
1939
Chas P. Smith & Associates (CPS)
Florida
$1.02M +$80K +267 +8%
KLCM
1940
KG&L Capital Management
Louisiana
$1.01M -$209K -699 -17%
HFP
1941
Holistic Financial Partners
Indiana
$1.01M +$15.6K +52 +2%
QWM
1942
Quadcap Wealth Management
Texas
$1.01M -$80.9K -270 -7%
HTHT
1943
Hemenway Trust Hemenway Trust
New Hampshire
$1.01M -$8.98K -30 -0.9%
PC
1944
Port Capital
Illinois
$1.01M -$8.09K -27 -0.8%
CWMGO
1945
Capstone Wealth Management Group (Oregon)
Oregon
$1.01M +$20.1K +67 +2%
CP
1946
Creekside Partners
California
$1.01M +$1.2K +4 +0.1%
EFSCE
1947
Enterprise Financial Services Corp (EFSC)
Missouri
$1.01M -$2.69K -9 -0.3%
HP
1948
Holistic Planning
Texas
$1.01M +$223K +744 +28%
IAS
1949
Investment Advisory Services
Texas
$1.01M -$18K -60 -2%
TAP
1950
Tounjian Advisory Partners
Florida
$1.01M -$44.9K -150 -4%
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