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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
PWS
2126
Private Wealth Strategies
Ohio
$381K +$3.1K +17 +0.9%
FA
2127
Financial Advisors
Massachusetts
$379K – – –
SRB
2128
Shotwell Rutter Baer
Michigan
$378K +$365 +2 +0.1%
QFA
2129
Quantum Financial Advisors
California
$378K +$113K +622 +46%
NFP
2130
Narus Financial Partners
Utah
$378K +$27.9K +153 +8%
EIP
2131
Ellis Investment Partners
Pennsylvania
$377K +$1.64K +9 +0.5%
SGI
2132
Summit Global Investments
Utah
$377K -$35.9K -197 -9%
EIA
2133
Eldridge Investment Advisors
New Hampshire
$377K – – –
AT
2134
Arden Trust
Delaware
$377K +$9.85K +54 +3%
1IA
2135
1834 Investment Advisors
Wisconsin
$377K -$35.2K -193 -9%
PWA
2136
Phoenix Wealth Advisors
North Carolina
$375K – – –
GTAM
2137
Global Trust Asset Management
Florida
$374K -$201K -1,100 -36%
PSC
2138
Prentiss Smith & Co
Vermont
$374K – – –
LWM
2139
Lyell Wealth Management
California
$374K +$9.3K +51 +3%
ME
2140
McIlrath & Eck
Washington
$373K – – –
AIA
2141
Arbor Investment Advisors
North Carolina
$372K – – –
NQWM
2142
Northwest Quadrant Wealth Management
Oregon
$370K +$912 +5 +0.3%
FVWA
2143
Foster Victor Wealth Advisors
South Carolina
$370K -$3.47K -19 -0.9%
SMA
2144
Seven Mile Advisory
New Jersey
$370K +$3.28K +18 +0.9%
CWA
2145
Clarity Wealth Advisors
California
$370K +$19K +104 +6%
WAL
2146
W Advisors LLC
Tennessee
$369K +$1.82K +10 +0.5%
NC
2147
NBW Capital
Massachusetts
$369K -$75.2K -412 -18%
WAM
2148
Worth Asset Management
Texas
$368K +$44.7K +245 +15%
WPP
2149
Whalerock Point Partners
Rhode Island
$368K – – –
VAF
2150
Values Added Financial
District of Columbia
$368K +$1.09K +6 +0.3%
84 85
86
87 88