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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
2201
Advance Capital Management
Michigan
$312K -$122K -700 -28%
CW
2202
Cook Wealth
North Carolina
$312K +$521 +3 +0.2%
SFS
2203
Security Financial Services
Indiana
$311K +$2.78K +16 +0.9%
WW
2204
Westshore Wealth
California
$311K +$69.5K +400 +29%
LMIM
2205
Lockheed Martin Investment Management
Maryland
$311K +$313K +1,800 New
OPOWM
2206
One Plus One Wealth Management
Florida
$311K +$313K +1,800 New
FZCM
2207
Flynn Zito Capital Management
New York
$311K +$1.74K +10 +0.6%
GWM
2208
Gray Wealth Management
Maine
$311K +$2.26K +13 +0.7%
CFO
2209
CVA Family Office
Colorado
$311K +$9.9K +57 +3%
SLA
2210
Silver Lake Advisory
Utah
$310K +$38.7K +223 +14%
SI
2211
Seeds Investor
New York
$310K +$312K +1,794 New
AA
2212
AJ Advisors
Tennessee
$310K +$44K +253 +16%
VCAM
2213
Van Cleef Asset Management
Ohio
$310K -$17.4K -100 -5%
BAM
2214
Boyar Asset Management
New York
$310K – – –
MWM
2215
Mosley Wealth Management
California
$310K -$5.73K -33 -2%
FIB
2216
First Interstate Bank
Montana
$309K -$17.4K -100 -5%
MCG
2217
McCollum Christoferson Group
New York
$308K – – –
BFS
2218
Beacon Financial Strategies
North Carolina
$308K – – –
ECAM
2219
East Coast Asset Management
Massachusetts
$307K +$695 +4 +0.2%
TFA
2220
Transamerica Financial Advisors
Florida
$307K – – –
WCM
2221
Wedge Capital Management
North Carolina
$306K -$1.56K -9 -0.5%
TSWM
2222
Triangle Securities Wealth Management
North Carolina
$306K -$3.3K -19 -1%
MRCM
2223
M&R Capital Management
New Jersey
$305K +$174 +1 +0.1%
EWS
2224
Eagle Wealth Strategies
New Jersey
$304K +$6.95K +40 +2%
W
2225
Wealthquest
Ohio
$304K +$6.43K +37 +2%
87 88
89
90 91