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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
2176
Lyell Wealth Management
California
$421K – – –
DW30
2177
Drucker Wealth 3.0
New Jersey
$421K +$73.9K +377 +25%
SMWM
2178
Silvia McColl Wealth Management
California
$420K – – –
CWA
2179
Clarity Wealth Advisors
California
$420K +$2.94K +15 +0.8%
ASI
2180
Advisory Services & Investments
Oregon
$420K +$372K +1,899 New
CWA
2181
Clarus Wealth Advisors
Arizona
$420K -$37.1K -189 -9%
LF
2182
Lee Financial
Texas
$420K +$47.8K +244 +15%
VBA
2183
von Borstel & Associates
Oregon
$418K +$371K +1,894 New
VCP
2184
Vista Capital Partners
Oregon
$418K -$27.1K -138 -7%
HCMT
2185
Highland Capital Management (Tennessee)
Tennessee
$417K – – –
LCM
2186
Lazari Capital Management
California
$417K -$17.1K -87 -4%
CBT
2187
Central Bank & Trust
Kentucky
$415K +$12.9K +66 +4%
CFO
2188
CVA Family Office
Colorado
$415K +$15.7K +80 +4%
R
2189
Rebalance
California
$415K +$58K +296 +19%
RTC
2190
Riverview Trust Company
Washington
$414K -$6.67K -34 -2%
PJSIMP
2191
P.J. Schmidt Investment Management (PJS)
Wisconsin
$413K – – –
MCM
2192
Morton Capital Management
California
$413K +$980 +5 +0.3%
SIM
2193
Stratos Investment Management
Ohio
$413K +$366K +1,866 New
PPW
2194
Presilium Private Wealth
Pennsylvania
$412K – – –
MWM
2195
Mattern Wealth Management
Kansas
$411K -$35.7K -182 -9%
MA
2196
MCF Advisors
Kentucky
$411K +$2.94K +15 +0.8%
CBOR
2197
Community Bank of Raymore
Missouri
$411K – – –
E
2198
ETFidea
New York
$409K – – –
HI
2199
Humankind Investments
New York
$408K -$32.9K -168 -8%
MIM
2200
Morningstar Investment Management
Illinois
$408K -$168K -855 -33%
86 87
88
89 90