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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
MBFW
2251
Morton Brown Family Wealth
Pennsylvania
$40K – – –
PWC
2252
PYA Waltman Capital
Tennessee
$40K +$36.5K +280 +1,120%
WIM
2253
Westside Investment Management
California
$39.1K -$22.7K -174 -18%
BCPWM
2254
Bradley & Co Private Wealth Management
Florida
$38K – – –
PP
2255
PrairieView Partners
Minnesota
$37K +$14.5K +111 +64%
CFG
2256
Claremont Financial Group
California
$37K +$37.4K +287 New
SIAP
2257
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$35K – – –
SIC
2258
SJS Investment Consulting
Ohio
$35K +$10K +77 +40%
WPA
2259
West Paces Advisors
Georgia
$33.5K -$4.7K -36 -12%
CWA
2260
Clearview Wealth Advisors
Oregon
$32K +$130 +1 +0.4%
CAM
2261
CenterStar Asset Management
Illinois
$31K – – –
UIA
2262
Ulland Investment Advisors
Minnesota
$31K – – –
PI
2263
Parkside Investments
Illinois
$31K +$31.3K +240 New
JWM
2264
Janiczek Wealth Management
Colorado
$30K -$3.65K -28 -11%
DWMG
2265
DB Wealth Management Group
California
$30K – – –
ICM
2266
Islay Capital Management
Texas
$29K – – –
BBPWM
2267
Blue Bell Private Wealth Management
Pennsylvania
$28K – – –
IA
2268
IFS Advisors
Kansas
$27K – – –
CDIA
2269
Capital Directions Investment Advisors
Georgia
$27K +$27K +207 New
KC
2270
Knuff & Co
California
$26K -$5.22K -40 -17%
FEG
2271
Financial Enhancement Group
Indiana
$26K – – –
GWMIA
2272
Global Wealth Management Investment Advisory
Florida
$26K – – –
NIC
2273
Northwest Investment Counselors
Oregon
$24K +$14.6K +112 +153%
TC
2274
Tacita Capital
Ontario, Canada
$24K +$19.6K +150 +429%
CCM
2275
Cribstone Capital Management
Maine
$23K -$17.6K -135 -43%
89 90
91
92 93