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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
2101
Authentikos Wealth Advisory
California
$249K +$6.54K +46 +3%
RPA
2102
Rock Point Advisors
Vermont
$249K -$3.56K -25 -1%
ECU
2103
Eisler Capital (US)
New York
$249K +$253K +1,775 New
FPCG
2104
Fort Pitt Capital Group
Pennsylvania
$249K -$9.25K -65 -4%
MWM
2105
Mascoma Wealth Management
New Hampshire
$249K +$142 +1 +0.1%
LA
2106
Latitude Advisors
Florida
$249K +$14.8K +104 +6%
MLL
2107
Moody Lynn & Lieberson
Massachusetts
$249K -$3.42K -24 -1%
MC
2108
Middleton & Co
Massachusetts
$249K – – –
TWP
2109
Tempus Wealth Planning
California
$249K – – –
SIC
2110
Sterling Investment Counsel
New York
$249K +$10.7K +75 +4%
FZCM
2111
Flynn Zito Capital Management
New York
$248K +$1.56K +11 +0.6%
BWA
2112
Blodgett Wealth Advisors
California
$248K -$7.11K -50 -3%
CWA
2113
Continuum Wealth Advisors
New York
$248K – – –
QFA
2114
Quantum Financial Advisors
California
$248K +$251K +1,766 New
ECAM
2115
East Coast Asset Management
Massachusetts
$248K – – –
GWANC
2116
Guardian Wealth Advisors (North Carolina)
North Carolina
$248K +$23.8K +167 +10%
WCM
2117
Wedge Capital Management
North Carolina
$247K -$3.7K -26 -1%
BFG
2118
Beacon Financial Group
Texas
$247K – – –
C
2119
Certuity
Florida
$246K +$25K +176 +11%
TC
2120
TAP Consulting
Missouri
$246K +$250K +1,755 New
MIA
2121
MainStreet Investment Advisors
Illinois
$246K -$76.1K -535 -23%
FG
2122
Foster Group
Iowa
$246K +$249K +1,751 New
DAM
2123
Diamant Asset Management
Connecticut
$246K +$249K +1,750 New
TA
2124
Tiedemann Advisors
New York
$245K – – –
PTB
2125
Pioneer Trust Bank
Oregon
$245K – – –
83 84
85
86 87