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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
2176
BCS Wealth Management
Tennessee
$655K +$283K +1,098 +98%
WPP
2177
Whalerock Point Partners
Rhode Island
$654K – – –
MCM
2178
Morton Capital Management
California
$652K +$39.4K +153 +7%
AWM
2179
AllSquare Wealth Management
New York
$651K – – –
MPW
2180
MA Private Wealth
California
$651K – – –
NA
2181
Nautilus Advisors
California
$649K -$4.38K -17 -0.8%
EF
2182
Elite Financial
Idaho
$649K +$1.55K +6 +0.2%
AIM
2183
Acropolis Investment Management
Missouri
$648K -$2.32K -9 -0.4%
TWP
2184
Triad Wealth Partners
Kansas
$647K +$338K +1,310 +148%
DIP
2185
Davis Investment Partners
North Carolina
$647K +$5.41K +21 +1%
FNBSF
2186
First National Bank Sioux Falls
South Dakota
$646K -$8.24K -32 -1%
PAW
2187
Plan A Wealth
Nebraska
$645K +$192K +747 +52%
HP
2188
Holistic Planning
Texas
$642K -$258 -1 -0%
FAIM
2189
Financial Advocates Investment Management
Washington
$641K -$331K -1,285 -37%
FCIM
2190
Fairview Capital Investment Management
California
$641K – – –
LAS
2191
LWM Advisory Services
Florida
$641K -$15.7K -61 -3%
GS
2192
GWN Securities
Florida
$641K -$2.17M -8,436 -80%
BFA
2193
Beacon Financial Advisory
Ohio
$640K +$155K +602 +38%
SFS
2194
Security Financial Services
Indiana
$640K +$54.6K +212 +11%
CC
2195
Capital Counsel
New York
$639K +$69K +268 +14%
AFT
2196
Alpha Family Trust
California
$638K – – –
EHWM
2197
Eads & Heald Wealth Management
Georgia
$637K -$103K -400 -16%
AL
2198
Arnhold LLC
New York
$636K – – –
BOH
2199
Bank of Hawaii
Hawaii
$635K +$123K +477 +28%
FMTC
2200
Farmers & Merchants Trust Company
California
$635K -$31.4K -122 -5%
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