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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
4A
2176
4Wealth Advisors
Illinois
$780K +$2.69K +9 +0.3%
ACM
2177
Aljian Capital Management
Nevada
$778K -$33.8K -113 -4%
BFG
2178
Beacon Financial Group
Texas
$778K +$6.89K +23 +0.9%
CT
2179
Coastline Trust
Rhode Island
$776K +$214K +716 +38%
LKBC
2180
L.K. Benson & Company
Maryland
$776K -$83.9K -280 -10%
WCFA
2181
Walkner Condon Financial Advisors
Wisconsin
$775K +$10.8K +36 +1%
SC
2182
Sawyer & Company
Massachusetts
$774K -$47.9K -160 -6%
UF
2183
Univest Financial
Pennsylvania
$773K +$5.09K +17 +0.7%
CIA
2184
Cohen Investment Advisors
New Hampshire
$773K -$15.6K -52 -2%
VMMC
2185
V.M. Manning & Co
South Carolina
$769K +$299 +1 +0%
IF
2186
Integrity Financial
Wyoming
$769K +$10.8K +36 +1%
BCM
2187
Boltwood Capital Management
California
$767K -$5.99K -20 -0.8%
TIM
2188
Tortoise Investment Management
New York
$767K -$19.5K -65 -2%
UAS
2189
United Asset Strategies
New York
$767K +$29.9K +100 +4%
NAS
2190
NWF Advisory Services
California
$767K -$10.2K -34 -1%
BWM
2191
BCS Wealth Management
Tennessee
$765K +$406K +1,354 +110%
EAM
2192
Evanson Asset Management
California
$765K -$29.1K -97 -4%
WF
2193
Wayfinding Financial
Washington
$764K -$14.7K -49 -2%
FAM
2194
Fenimore Asset Management
New York
$762K – – –
SF
2195
Symphony Financial
Texas
$762K -$1.3M -4,329 -63%
RIS
2196
Retirement Income Solutions
Michigan
$761K +$23.7K +79 +3%
GWMR
2197
GC Wealth Management RIA
Massachusetts
$759K -$2.53M -8,450 -77%
CFG
2198
Certior Financial Group
Pennsylvania
$758K -$8.09K -27 -1%
GPWM
2199
Grant Private Wealth Management
California
$755K +$75.8K +253 +11%
LAM
2200
Lifestyle Asset Management
Texas
$755K +$31.4K +105 +4%
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