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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
SRL
2076
Scientech Research LLC
New Jersey
$533K +$540K +2,426 New
WBCM
2077
Wilson & Boucher Capital Management
California
$533K -$17.1K -77 -3%
NQWM
2078
Northwest Quadrant Wealth Management
Oregon
$533K +$29.2K +131 +6%
GFP
2079
Gryphon Financial Partners
Ohio
$532K -$36.5K -164 -6%
OIA
2080
Optimum Investment Advisors
Illinois
$531K -$69.5K -312 -11%
MWS
2081
MFA Wealth Services
California
$529K +$536K +2,408 New
FIB
2082
First Interstate Bank
Montana
$529K -$48.8K -219 -8%
GIM
2083
Guardian Investment Management
California
$528K -$83.5K -375 -14%
AAP
2084
Aristotle Atlantic Partners
Florida
$528K – – –
MJRIC
2085
Mogy Joel R Investment Counsel
California
$528K – – –
FFWM
2086
Future Financial Wealth Management
Ohio
$527K +$445 +2 +0.1%
RP
2087
Rowlandmiller & Partners
Georgia
$526K – – –
WW
2088
Waterfront Wealth
Kansas
$526K +$10.2K +46 +2%
PA
2089
Prossimo Advisors
California
$526K +$1.56K +7 +0.3%
PSCM
2090
Per Stirling Capital Management
Texas
$523K – – –
MCM
2091
Moore Capital Management
New York
$523K +$530K +2,379 New
TWP
2092
Tower Wealth Partners
Pennsylvania
$522K +$10K +45 +2%
4A
2093
4Wealth Advisors
Illinois
$522K +$529K +2,375 New
MWC
2094
MBM Wealth Consultants
Missouri
$521K +$6.68K +30 +1%
WB
2095
West Bancorporation
Iowa
$520K – – –
WFAG
2096
Wescott Financial Advisory Group
Pennsylvania
$519K +$22.5K +101 +4%
LIG
2097
Lokken Investment Group
Delaware
$519K +$16.7K +75 +3%
FA
2098
Financial Advisors
Massachusetts
$518K +$82.6K +371 +19%
CWM
2099
Chesapeake Wealth Management
Virginia
$517K -$2K -9 -0.4%
SEP
2100
Southland Equity Partners
Missouri
$517K +$33.6K +151 +7%
82 83
84
85 86