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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
SEIA
2051
Signature Estate & Investment Advisors
California
$349K +$77.2K +511 +31%
TAM
2052
Tealwood Asset Management
Minnesota
$348K – – –
PB
2053
Pinnacle Bancorp
Nebraska
$347K – – –
BPWM
2054
Badgley Phelps Wealth Managers
Washington
$346K +$320K +2,117 New
MHR
2055
Matthew Hamilton Rosenberg
$346K -$4.08K -27 -1%
RIA
2056
Retirement Investment Advisors
Oklahoma
$345K -$319K -2,108 -50%
AWM
2057
AllSquare Wealth Management
New York
$345K – – –
EFI
2058
EHP Funds Inc
Canada
$343K -$45.3K -300 -13%
BWM
2059
Birchcreek Wealth Management
Ohio
$343K +$24.6K +163 +8%
DIP
2060
Davis Investment Partners
North Carolina
$343K +$2.57K +17 +0.8%
MWM
2061
Mattern Wealth Management
Kansas
$342K – – –
CWP
2062
Concord Wealth Partners
Virginia
$342K -$3.02K -20 -0.9%
WI
2063
Wintrust Investments
Illinois
$342K +$316K +2,093 New
KAS
2064
KPP Advisory Services
Kentucky
$342K -$90.1K -596 -22%
RCI
2065
RS Crum Inc
California
$342K +$1.36K +9 +0.4%
FFA
2066
First Foundation Advisors
California
$341K -$406K -2,690 -56%
KFI
2067
Key Financial Inc
Pennsylvania
$341K -$756 -5 -0.2%
MWM
2068
Marietta Wealth Management
Georgia
$340K – – –
NFG
2069
Nadler Financial Group
Illinois
$339K – – –
FA
2070
Faithward Advisors
Pennsylvania
$339K -$2.27K -15 -0.8%
TCM
2071
Teza Capital Management
Illinois
$338K -$4.69M -31,015 -94%
PMSA
2072
Patrick M. Sweeney & Associates
Illinois
$337K +$311K +2,058 New
O3W
2073
Omni 360 Wealth
New Jersey
$336K +$311K +2,056 New
CCC
2074
Chelsea Counsel Company
California
$336K – – –
MGAM
2075
McGowan Group Asset Management
Texas
$334K – – –
81 82
83
84 85