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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
CFO
2201
CVA Family Office
Colorado
$220K +$37K +260 +20%
FFG
2202
Frisch Financial Group
New York
$219K -$14.7K -103 -6%
GFPC
2203
Global Financial Private Client
Florida
$219K – – –
NAS
2204
NWF Advisory Services
California
$219K +$5.55K +39 +3%
ESCM
2205
Echo Street Capital Management
New York
$218K +$221K +1,554 New
HWA
2206
HCR Wealth Advisors
California
$216K – – –
PP
2207
PFS Partners
New Jersey
$215K -$8.54K -60 -4%
WFAG
2208
Wescott Financial Advisory Group
Pennsylvania
$215K +$427 +3 +0.2%
KAM
2209
KEB Asset Management
Illinois
$214K -$3.27K -23 -1%
SAM
2210
Secure Asset Management
Michigan
$214K +$217K +1,528 New
PWM
2211
Prosperity Wealth Management
California
$214K -$2.56K -18 -1%
TAM
2212
Townsend Asset Management
North Carolina
$214K +$854 +6 +0.4%
TLCM
2213
Twin Lakes Capital Management
California
$214K – – –
SPI
2214
Sutton Place Investors
New York
$214K +$217K +1,526 New
MCCA
2215
Mill Creek Capital Advisors
Pennsylvania
$214K -$39.3K -276 -15%
AWP
2216
Abacus Wealth Partners
California
$214K -$461K -3,243 -68%
SWA
2217
Sutton Wealth Advisors
Florida
$214K +$4.7K +33 +2%
CA
2218
Cambridge Advisors
Nebraska
$213K -$35.6K -250 -14%
LC
2219
Landaas & Company
Wisconsin
$213K +$569 +4 +0.3%
GPA
2220
Guerra Pan Advisors
New Jersey
$212K – – –
RMAM
2221
Raab & Moskowitz Asset Management
New Jersey
$212K +$215K +1,510 New
RTC
2222
Riverview Trust Company
Washington
$212K – – –
USB
2223
Union Savings Bank
Connecticut
$211K +$4.13K +29 +2%
OFG
2224
Oxford Financial Group
Indiana
$211K -$21.6K -152 -9%
EB
2225
Eastern Bank
Massachusetts
$211K -$8.82K -62 -4%
87 88
89
90 91