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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
EW
2051
Evoke Wealth
California
$258K +$31.9K +247 +15%
PIA
2052
Pinion Investment Advisors
Kansas
$258K +$249K +1,927 New
WPP
2053
Whalerock Point Partners
Rhode Island
$258K +$13K +101 +6%
FA
2054
Fagan Associates
New York
$258K – – –
MF
2055
Meridian Financial
Massachusetts
$257K +$20.4K +158 +9%
NQWM
2056
Northwest Quadrant Wealth Management
Oregon
$257K +$903 +7 +0.4%
IGWM
2057
ICA Group Wealth Management
Colorado
$257K -$111K -861 -31%
SSC
2058
Syverson Strege & Co
Iowa
$257K +$4.26K +33 +2%
RCA
2059
Resonant Capital Advisors
Wisconsin
$257K +$18.3K +142 +8%
TCM
2060
Towercrest Capital Management
Pennsylvania
$256K +$247K +1,917 New
CFG
2061
Carr Financial Group
Massachusetts
$256K +$247K +1,916 New
CNB
2062
Camden National Bank
Maine
$255K -$71.6K -555 -23%
SAA
2063
Southeast Asset Advisors
Georgia
$255K – – –
WAL
2064
W Advisors LLC
Tennessee
$255K – – –
CC
2065
Capital Counsel
New York
$254K -$161K -1,248 -40%
SFS
2066
Security Financial Services
Indiana
$254K +$16.6K +129 +7%
LB
2067
Legacy Bridge
Iowa
$254K – – –
GEA
2068
Glen Eagle Advisors
New Jersey
$253K +$129 +1 +0.1%
VCAM
2069
Van Cleef Asset Management
Ohio
$253K -$131K -1,015 -35%
SFC
2070
Strategic Financial Concepts
Texas
$253K +$8K +62 +3%
HSWM
2071
Hubbell Strickland Wealth Management
Louisiana
$252K – – –
SMWM
2072
Silvia McColl Wealth Management
California
$252K – – –
WI
2073
WrapManager Inc
California
$252K -$645 -5 -0.3%
CPC
2074
Consolidated Planning Corp
Georgia
$252K +$22.3K +173 +10%
RCG
2075
Resource Consulting Group
Florida
$251K +$242K +1,876 New
81 82
83
84 85