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IBM
IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
2176
AllSquare Wealth Management
New York
$651K – – –
MPW
2177
MA Private Wealth
California
$651K – – –
NA
2178
Nautilus Advisors
California
$649K -$4.38K -17 -0.8%
EF
2179
Elite Financial
Idaho
$649K +$1.55K +6 +0.2%
AIM
2180
Acropolis Investment Management
Missouri
$648K -$2.32K -9 -0.4%
TWP
2181
Triad Wealth Partners
Kansas
$647K +$338K +1,310 +148%
DIP
2182
Davis Investment Partners
North Carolina
$647K +$5.41K +21 +1%
FNBSF
2183
First National Bank Sioux Falls
South Dakota
$646K -$8.24K -32 -1%
PAW
2184
Plan A Wealth
Nebraska
$645K +$192K +747 +52%
HP
2185
Holistic Planning
Texas
$642K -$258 -1 -0%
FAIM
2186
Financial Advocates Investment Management
Washington
$641K -$331K -1,285 -37%
FCIM
2187
Fairview Capital Investment Management
California
$641K – – –
LAS
2188
LWM Advisory Services
Florida
$641K -$15.7K -61 -3%
GS
2189
GWN Securities
Florida
$641K -$2.17M -8,436 -80%
BFA
2190
Beacon Financial Advisory
Ohio
$640K +$155K +602 +38%
SFS
2191
Security Financial Services
Indiana
$640K +$54.6K +212 +11%
CC
2192
Capital Counsel
New York
$639K +$69K +268 +14%
AFT
2193
Alpha Family Trust
California
$638K – – –
EHWM
2194
Eads & Heald Wealth Management
Georgia
$637K -$103K -400 -16%
AL
2195
Arnhold LLC
New York
$636K – – –
BOH
2196
Bank of Hawaii
Hawaii
$635K +$123K +477 +28%
FMTC
2197
Farmers & Merchants Trust Company
California
$635K -$31.4K -122 -5%
PIM
2198
Progressive Investment Management
Oregon
$633K -$3.87K -15 -0.7%
LAM
2199
Lifestyle Asset Management
Texas
$632K +$9.28K +36 +2%
DMKJ
2200
David M. Knott Jr
$631K – – –
86 87
88
89 90