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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
EI
2101
Ellevest Inc
New York
$594K +$239K +976 +69%
RC
2102
Roundview Capital
New Jersey
$594K +$13.2K +54 +2%
NFP
2103
Narus Financial Partners
Utah
$594K +$36.7K +150 +7%
FG
2104
Foster Group
Iowa
$593K +$88.5K +362 +18%
BWAM
2105
Boyd Watterson Asset Management
Ohio
$592K -$30.6K -125 -5%
RWM
2106
Rench Wealth Management
Texas
$591K +$6.12K +25 +1%
PA
2107
Prossimo Advisors
California
$591K -$4.4K -18 -0.8%
WB
2108
West Bancorporation
Iowa
$588K – – –
III
2109
Independent Investors Inc
New York
$584K – – –
BA
2110
Ballast Advisors
Minnesota
$584K -$37.2K -152 -6%
RCI
2111
RS Crum Inc
California
$581K – – –
4A
2112
4Wealth Advisors
Illinois
$580K -$10.3K -42 -2%
FM
2113
Family Management
New York
$580K +$571K +2,333 New
FSA
2114
Financial Security Advisor
Virginia
$580K +$489 +2 +0.1%
CPSAC
2115
Chas P. Smith & Associates (CPS)
Florida
$579K +$16.1K +66 +3%
WBCM
2116
Wilson & Boucher Capital Management
California
$578K -$24.5K -100 -4%
SC
2117
Saturna Capital
Washington
$578K – – –
PMSA
2118
Patrick M. Sweeney & Associates
Illinois
$576K +$245 +1 +0%
BA
2119
Bristlecone Advisors
Washington
$575K +$566K +2,314 New
LIG
2120
Lokken Investment Group
Delaware
$574K -$13K -53 -2%
TF
2121
Tudor Financial
Ohio
$574K +$179K +733 +47%
MWM
2122
Maridea Wealth Management
New York
$574K +$319K +1,304 +130%
EWA
2123
Emergent Wealth Advisors
New York
$574K -$164K -669 -22%
NQWM
2124
Northwest Quadrant Wealth Management
Oregon
$573K -$28.9K -118 -5%
TF
2125
Talbot Financial
Washington
$572K – – –
83 84
85
86 87