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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
2151
Wolff Wiese Magana
California
$666K +$465K +1,805 +396%
V
2152
VeraBank
Texas
$666K +$195K +756 +50%
EIG
2153
Ellenbecker Investment Group
Wisconsin
$666K +$38.1K +148 +7%
FM
2154
Family Management
New York
$665K -$19.6K -76 -3%
WF
2155
Wayfinding Financial
Washington
$665K -$9.53K -37 -1%
TIP
2156
Tandem Investment Partners
New Jersey
$663K +$74.7K +290 +15%
SM
2157
Sweeney & Michel
California
$663K +$602K +2,338 New
PWM
2158
Prosperity Wealth Management
California
$663K +$144K +558 +33%
BCMLT
2159
Beacon Capital Management LLC (Tennessee)
Tennessee
$663K -$65.2K -253 -10%
GD
2160
Grandfield & Dodd
New York
$662K -$7.73K -30 -1%
CWMK
2161
Caliber Wealth Management (Kansas)
Kansas
$662K -$8.76K -34 -1%
FIM
2162
Fruth Investment Management
Texas
$662K – – –
CWM
2163
Chesapeake Wealth Management
Virginia
$661K -$9.02K -35 -2%
FF
2164
Financial Futures
New Jersey
$661K -$49.5K -192 -8%
HHAA
2165
Henry H. Armstrong Associates
Pennsylvania
$660K – – –
PCM
2166
Palisade Capital Management
New Jersey
$659K – – –
PBO
2167
Peoples Bank (Ohio)
Ohio
$659K +$37.4K +145 +7%
ACA
2168
Affinity Capital Advisors
California
$658K +$52.6K +204 +10%
PWA
2169
Phoenix Wealth Advisors
North Carolina
$658K – – –
UAML
2170
US Asset Management LLC
Pennsylvania
$657K -$1.55K -6 -0.3%
WCM
2171
Windsor Capital Management
Arizona
$657K -$4.64K -18 -0.8%
B
2172
Bellecapital
Switzerland
$655K -$80.6K -313 -12%
BWM
2173
BCS Wealth Management
Tennessee
$655K +$283K +1,098 +98%
WPP
2174
Whalerock Point Partners
Rhode Island
$654K – – –
MCM
2175
Morton Capital Management
California
$652K +$39.4K +153 +7%
85 86
87
88 89