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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
VBA
2201
von Borstel & Associates
Oregon
$609K +$8.39K +31 +1%
AAG
2202
Asset Advisory Group
New Jersey
$609K – – –
BTWM
2203
Baker Tilly Wealth Management
Wisconsin
$609K -$37.3K -138 -5%
SLC
2204
Second Line Capital
Louisiana
$609K +$286K +1,056 +67%
MLL
2205
Moody Lynn & Lieberson
Massachusetts
$608K -$2.71K -10 -0.4%
LAM
2206
Lewis Asset Management
California
$608K +$4.87K +18 +0.7%
PF
2207
PlanVest Financial
Maryland
$607K +$678K +2,505 New
PAW
2208
Plan A Wealth
Nebraska
$606K +$23K +85 +4%
ARA
2209
Approach Retirement Advisors
Alabama
$605K – – –
HCMT
2210
Highland Capital Management (Tennessee)
Tennessee
$604K -$4.6K -17 -0.7%
CFG
2211
Carr Financial Group
Massachusetts
$603K -$152K -561 -18%
W
2212
Wealthquest
Ohio
$602K +$4.33K +16 +0.6%
FFP
2213
FourThought Financial Partners
Florida
$602K -$95.2K -352 -12%
AAIM
2214
Asset Advisors Investment Management
Georgia
$602K – – –
GIP
2215
Greatmark Investment Partners
Georgia
$601K +$149K +550 +29%
BIG
2216
Builder Investment Group
Georgia
$600K – – –
NAG
2217
Northstar Advisory Group
New Jersey
$600K -$344K -1,272 -34%
TW
2218
TritonPoint Wealth
Maryland
$598K -$10K -37 -1%
AIS
2219
AM Investment Strategies
Tennessee
$597K – – –
UAS
2220
United Asset Strategies
New York
$597K -$34.1K -126 -5%
PJSIMP
2221
P.J. Schmidt Investment Management (PJS)
Wisconsin
$596K +$60.1K +222 +10%
BCMLT
2222
Beacon Capital Management LLC (Tennessee)
Tennessee
$596K -$57.9K -214 -8%
GSF
2223
Grove Street Fiduciary
New Hampshire
$595K -$298K -1,100 -31%
TAM
2224
Trillium Asset Management
Massachusetts
$594K +$2.17K +8 +0.3%
FIB
2225
First Interstate Bank
Montana
$594K – – –
87 88
89
90 91