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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
NCM
2101
Novare Capital Management
North Carolina
$671K -$24.4K -90 -3%
IAS
2102
IMA Advisory Services
Colorado
$670K -$1.08K -4 -0.1%
PB
2103
Pinnacle Bancorp
Nebraska
$669K +$87.7K +324 +13%
CHC
2104
City Holding Co
West Virginia
$668K -$47.9K -177 -6%
7WCP
2105
71 West Capital Partners
Massachusetts
$668K +$79.3K +293 +12%
PP
2106
Pearl Planning
Michigan
$668K -$60.3K -223 -7%
MWM
2107
Mosley Wealth Management
California
$667K +$4.33K +16 +0.7%
AI
2108
Accredited Investors
Minnesota
$667K +$95.8K +354 +15%
VCM
2109
Versant Capital Management
Arizona
$667K +$266K +982 +56%
AFA
2110
AA Financial Advisors
Ohio
$666K +$318K +1,176 +75%
3IP
2111
3Chopt Investment Partners
Virginia
$666K -$47.6K -176 -6%
TAM
2112
Titleist Asset Management
Texas
$666K -$482K -1,781 -39%
CH
2113
Cromwell Holdings
Wyoming
$665K – – –
EFG
2114
Ethos Financial Group
Pennsylvania
$665K -$305K -1,129 -29%
PWP
2115
Phillips Wealth Planners
Mississippi
$665K -$294K -1,086 -27%
ZBNA
2116
Zions Bancorporation, National Association
Utah
$662K -$742K -2,744 -50%
SRIM
2117
Saratoga Research & Investment Management
California
$662K – – –
HWM
2118
Horizon Wealth Management
Illinois
$662K +$7.04K +26 +1%
GEA
2119
Glen Eagle Advisors
New Jersey
$661K +$11.4K +42 +2%
KWM
2120
Keebeck Wealth Management
Illinois
$661K +$293K +1,082 +66%
PWP
2121
Private Wealth Partners
California
$661K -$9.2K -34 -1%
BWM
2122
Bernicke Wealth Management
Wisconsin
$657K -$7.58K -28 -1%
OCPWS
2123
One Charles Private Wealth Services
Massachusetts
$656K +$2.44K +9 +0.3%
CA
2124
Centennial Advisors
Texas
$655K +$97.4K +360 +15%
VWA
2125
VSM Wealth Advisory
Maryland
$655K +$5.95K +22 +0.8%
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85
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