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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
BHC
2076
Bull Harbor Capital
Maryland
$825K +$399K +1,584 +117%
OL
2077
Optas LLC
Texas
$824K -$333K -1,323 -31%
FH
2078
FWG Holdings
Florida
$823K +$588K +2,332 +154%
SP
2079
SmartHarvest Portfolios
Washington
$823K -$5.54K -22 -0.7%
WAM
2080
WNY Asset Management
New York
$823K +$15.9K +63 +2%
VFS
2081
Valpey Financial Services
New Hampshire
$823K – – –
3IP
2082
3Chopt Investment Partners
Virginia
$821K +$42.6K +169 +6%
BWM
2083
Bullock Wealth Management
Indiana
$820K +$48.9K +194 +7%
EHWM
2084
Eads & Heald Wealth Management
Georgia
$820K -$94.2K -374 -11%
SHGA
2085
Sand Hill Global Advisors
California
$820K +$23.9K +95 +3%
TNB
2086
Thomasville National Bank
Georgia
$820K +$734K +2,915 New
EIG
2087
Ellenbecker Investment Group
Wisconsin
$820K -$25.2K -100 -3%
RWP
2088
Revolve Wealth Partners
New Jersey
$819K +$168K +665 +30%
PB
2089
Pinnacle Bancorp
Nebraska
$819K +$37.8K +150 +5%
MWM
2090
Mindset Wealth Management
Indiana
$818K -$12.3K -49 -2%
CFG
2091
Carr Financial Group
Massachusetts
$816K +$105K +416 +17%
TBFA
2092
Three Bearings Fiduciary Advisors
New Hampshire
$816K – – –
PCMI
2093
Paradigm Capital Management Inc
New York
$816K – – –
CWL
2094
Causey Wealth LLC
Colorado
$813K – – –
PWP
2095
Ponta Wealth Partners
Florida
$813K -$12.1K -48 -2%
AIM
2096
Acropolis Investment Management
Missouri
$813K +$1.51K +6 +0.2%
WFAG
2097
Wescott Financial Advisory Group
Pennsylvania
$812K -$62.5K -248 -8%
MFC
2098
Morris Financial Concepts
South Carolina
$811K – – –
S
2099
Sachetta
Massachusetts
$811K +$7.31K +29 +1%
GCM
2100
Genus Capital Management
British Columbia, Canada
$810K -$12.2M -48,492 -94%
82 83
84
85 86