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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
WFA
2051
Wade Financial Advisory
California
$263K – – –
RRC
2052
Relaxing Retirement Coach
Massachusetts
$262K – – –
CNB
2053
Camden National Bank
Maine
$262K +$4.28K +31 +2%
FCA
2054
Fortis Capital Advisors
Kansas
$262K +$256K +1,859 New
GDP
2055
Great Diamond Partners
Maine
$262K -$20.7K -150 -7%
BWA
2056
BlueSky Wealth Advisors
North Carolina
$261K -$9.93K -72 -4%
LA
2057
Latitude Advisors
Florida
$261K +$256K +1,854 New
HCMG
2058
Howard Capital Management Group
California
$261K – – –
IF
2059
IRON Financial
Illinois
$261K +$10.8K +78 +4%
PCP
2060
Proficio Capital Partners
Massachusetts
$260K +$255K +1,849 New
MC
2061
Middleton & Co
Massachusetts
$260K – – –
AFAS
2062
Acorn Financial Advisory Services
Virginia
$260K +$966 +7 +0.4%
MF
2063
Meridian Financial
Massachusetts
$259K -$14.5K -105 -5%
EIG
2064
Ellenbecker Investment Group
Wisconsin
$259K -$18.5K -134 -7%
BCM
2065
Beck Capital Management
Texas
$259K -$4.14K -30 -2%
RDWM
2066
Red Door Wealth Management
Tennessee
$259K -$2.76K -20 -1%
MSE
2067
MUFG Securities EMEA
United Kingdom
$258K -$370K -2,680 -59%
KOC
2068
Koss-Olinger Consulting
Florida
$258K – – –
BFS
2069
Beacon Financial Strategies
North Carolina
$257K – – –
OPOWM
2070
One Plus One Wealth Management
Florida
$257K – – –
MIA
2071
MainStreet Investment Advisors
Illinois
$257K +$252K +1,824 New
MIM
2072
Miller Investment Management
Pennsylvania
$257K – – –
NA
2073
Nottingham Advisors
New York
$256K -$71.2K -516 -22%
PIA
2074
Pinion Investment Advisors
Kansas
$256K -$49.2K -357 -16%
RPA
2075
Rock Point Advisors
Vermont
$256K -$4.69K -34 -2%
81 82
83
84 85