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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
WMS
2126
Wealth Management Strategies
Pennsylvania
$572K +$1.96K +8 +0.3%
LWA
2127
Lineweaver Wealth Advisors
Ohio
$571K -$6.36K -26 -1%
CWM
2128
Centric Wealth Management
Illinois
$570K +$245 +1 +0%
RPWA
2129
Regent Peak Wealth Advisors
Georgia
$570K +$4.16K +17 +0.7%
SSC
2130
Syverson Strege & Co
Iowa
$570K +$17.9K +73 +3%
CWA
2131
CM Wealth Advisors
Ohio
$568K – – –
RIM
2132
Redwood Investment Management
Arizona
$568K -$2.18M -8,894 -80%
CWMK
2133
Caliber Wealth Management (Kansas)
Kansas
$567K +$558K +2,280 New
CWM
2134
Chesapeake Wealth Management
Virginia
$567K -$18.3K -75 -3%
GD
2135
Grandfield & Dodd
New York
$566K +$11K +45 +2%
FMTC
2136
Farmers & Merchants Trust Company
California
$566K -$12.5K -51 -2%
TW
2137
TritonPoint Wealth
Maryland
$564K +$42.3K +173 +8%
ES
2138
Eagle Strategies
New York
$561K -$978 -4 -0.2%
FWA
2139
Flagship Wealth Advisors
Massachusetts
$561K -$734 -3 -0.1%
SEP
2140
Southland Equity Partners
Missouri
$561K -$24.2K -99 -4%
SL
2141
Summitry LLC
California
$560K +$4.65K +19 +0.9%
SIM
2142
Stratos Investment Management
Ohio
$559K +$28.6K +117 +5%
WCM
2143
Windsor Capital Management
Arizona
$559K -$9.54K -39 -2%
RZH
2144
Relyea Zuckerberg Hanson
Connecticut
$558K +$34.5K +141 +7%
AFA
2145
Arlington Financial Advisors
California
$558K +$549K +2,245 New
FIM
2146
Fruth Investment Management
Texas
$558K – – –
HHAA
2147
Henry H. Armstrong Associates
Pennsylvania
$557K – – –
PCM
2148
Palisade Capital Management
New Jersey
$556K +$195K +798 +55%
UAML
2149
US Asset Management LLC
Pennsylvania
$556K -$1.71K -7 -0.3%
LAS
2150
LWM Advisory Services
Florida
$556K -$2.45K -10 -0.4%
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