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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
2226
Syon Capital
California
$398K +$28K +143 +9%
LGWM
2227
Litman Gregory Wealth Management
California
$397K +$352K +1,797 New
VCAM
2228
Van Cleef Asset Management
Ohio
$396K – – –
NAS
2229
NWF Advisory Services
California
$395K -$14.5K -74 -4%
SCI
2230
Stableford Capital II
Arizona
$394K – – –
MRCM
2231
M&R Capital Management
New Jersey
$394K +$2.94K +15 +0.8%
CVA
2232
Central Valley Advisors
California
$394K +$349K +1,780 New
ECAM
2233
East Coast Asset Management
Massachusetts
$393K +$588 +3 +0.2%
MCG
2234
McCollum Christoferson Group
New York
$393K – – –
BFS
2235
Beacon Financial Strategies
North Carolina
$393K – – –
EWS
2236
Eagle Wealth Strategies
New Jersey
$393K +$3.14K +16 +0.9%
RA
2237
Rise Advisors
New York
$392K +$4.31K +22 +1%
KW
2238
KWB Wealth
California
$392K +$25.5K +130 +6%
MAM
2239
Montchanin Asset Management
Delaware
$390K +$111K +565 +47%
SL
2240
Sentinus LLC
Illinois
$390K +$58.8K +300 +20%
MGWA
2241
Monument Group Wealth Advisors
Massachusetts
$389K -$10K -51 -3%
BWA
2242
Bordeaux Wealth Advisors
California
$389K +$99.4K +507 +40%
FZCM
2243
Flynn Zito Capital Management
New York
$389K -$7.84K -40 -2%
RIM
2244
Rockbridge Investment Management
New York
$389K +$62.7K +320 +22%
TP
2245
Tranquility Partners
Tennessee
$388K -$847K -4,320 -71%
HWA
2246
HCR Wealth Advisors
California
$388K – – –
CCM
2247
Coerente Capital Management
Ontario, Canada
$387K – – –
GITFIT
2248
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$387K – – –
PTB
2249
Pioneer Trust Bank
Oregon
$386K – – –
W
2250
Wealthquest
Ohio
$386K – – –
88 89
90
91 92