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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
KFS
2051
Kurt F. Somerville
$838K – – –
PMFA
2052
Plante Moran Financial Advisors
Michigan
$836K -$6.3K -25 -0.8%
EPW
2053
Endeavor Private Wealth
Kansas
$834K -$7.56K -30 -1%
SAM
2054
Strategy Asset Managers
California
$832K -$4.79K -19 -0.6%
LPAM
2055
Lodestar Private Asset Management
California
$829K -$1.51K -6 -0.2%
CFS
2056
Commonwealth Financial Services
West Virginia
$829K +$19.4K +77 +3%
MFG
2057
Magnus Financial Group
New York
$828K -$103K -408 -12%
WKWM
2058
Walter & Keenan Wealth Management
Indiana
$827K +$72.3K +287 +11%
CAWM
2059
Capital Advisors Wealth Management
Washington
$827K -$29.2K -116 -4%
HTIM
2060
Harbour Trust & Investment Management
Indiana
$827K -$14.4K -57 -2%
PAS
2061
Professional Advisory Services
Florida
$825K – – –
BHC
2062
Bull Harbor Capital
Maryland
$825K +$399K +1,584 +117%
OL
2063
Optas LLC
Texas
$824K -$333K -1,323 -31%
FH
2064
FWG Holdings
Florida
$823K +$588K +2,332 +154%
SP
2065
SmartHarvest Portfolios
Washington
$823K -$5.54K -22 -0.7%
WAM
2066
WNY Asset Management
New York
$823K +$15.9K +63 +2%
VFS
2067
Valpey Financial Services
New Hampshire
$823K – – –
3IP
2068
3Chopt Investment Partners
Virginia
$821K +$42.6K +169 +6%
BWM
2069
Bullock Wealth Management
Indiana
$820K +$722K +2,866 New
EHWM
2070
Eads & Heald Wealth Management
Georgia
$820K -$94.2K -374 -11%
SHGA
2071
Sand Hill Global Advisors
California
$820K +$23.9K +95 +3%
TNB
2072
Thomasville National Bank
Georgia
$820K +$734K +2,915 New
EIG
2073
Ellenbecker Investment Group
Wisconsin
$820K -$25.2K -100 -3%
RWP
2074
Revolve Wealth Partners
New Jersey
$819K +$168K +665 +30%
PB
2075
Pinnacle Bancorp
Nebraska
$819K +$37.8K +150 +5%
81 82
83
84 85