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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
PM
2051
Penbrook Management
New York
$628K – – –
PSCM
2052
Per Stirling Capital Management
Texas
$626K +$33.5K +137 +6%
AA
2053
Aire Advisors
California
$623K -$28.1K -115 -4%
WG
2054
Wealth Group
North Carolina
$623K -$175K -714 -22%
TWP
2055
Tower Wealth Partners
Pennsylvania
$622K +$31.1K +127 +5%
KCM
2056
Kathmere Capital Management
Pennsylvania
$622K -$246K -1,004 -29%
BCMLT
2057
Beacon Capital Management LLC (Tennessee)
Tennessee
$622K +$3.67K +15 +0.6%
QFA
2058
Quantum Financial Advisors
California
$622K -$93K -380 -13%
CAWM
2059
Capital Advisors Wealth Management
Washington
$622K +$8.56K +35 +1%
BCM
2060
Basso Capital Management
Connecticut
$622K +$612K +2,500 New
KFA
2061
Kelleher Financial Advisors
New York
$622K +$269K +1,099 +78%
MWC
2062
MBM Wealth Consultants
Missouri
$621K +$31.6K +129 +5%
WCG
2063
Weaver Consulting Group
California
$621K – – –
SFC
2064
SYM Financial Corp
Indiana
$620K +$47.9K +196 +9%
AIP
2065
ARS Investment Partners
New York
$620K – – –
MWM
2066
Mindset Wealth Management
Indiana
$620K +$92.5K +378 +18%
EWM
2067
Evermay Wealth Management
Virginia
$619K +$370K +1,513 +155%
SFP
2068
Sterling Financial Planning
New Jersey
$618K +$73.4K +300 +14%
AAIM
2069
Asset Advisors Investment Management
Georgia
$617K – – –
OL
2070
OneFund LLC
Florida
$617K +$734 +3 +0.1%
HWM
2071
Hemington Wealth Management
Virginia
$617K +$41.1K +168 +7%
BIG
2072
Builder Investment Group
Georgia
$615K – – –
WCFA
2073
Walkner Condon Financial Advisors
Wisconsin
$615K +$38.2K +156 +7%
MCWA
2074
Meadow Creek Wealth Advisors
Georgia
$615K +$87.8K +359 +17%
CC
2075
Callan Capital
California
$614K +$147K +601 +32%
81 82
83
84 85