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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
VAF
2301
Values Added Financial
District of Columbia
$660K -$504 -2 -0.1%
PSCM
2302
Per Stirling Capital Management
Texas
$658K -$7.56K -30 -1%
CWA
2303
Continuum Wealth Advisors
New York
$656K +$84.4K +335 +17%
RIA
2304
Realta Investment Advisors
Delaware
$655K +$66.5K +264 +13%
RCI
2305
RS Crum Inc
California
$654K – – –
PGAM
2306
Princeton Global Asset Management
New Jersey
$654K -$11.1K -44 -2%
DAC
2307
Dividend Assets Capital
South Carolina
$653K -$490K -1,945 -46%
MCM
2308
Morton Capital Management
California
$653K -$5.79K -23 -1%
FA
2309
Fountainhead AM
New Jersey
$652K -$13.4K -53 -2%
FFWM
2310
Future Financial Wealth Management
Ohio
$650K +$6.55K +26 +0.8%
RIM
2311
Rockbridge Investment Management
New York
$650K +$1.51K +6 +0.3%
PE
2312
PCM Encore
Colorado
$650K -$72.3K -287 -11%
GGS
2313
Galvin Gaustad & Stein
Arizona
$649K +$319K +1,265 +121%
BWP
2314
Balboa Wealth Partners
Arizona
$648K -$16.4K -65 -3%
AWM
2315
Atticus Wealth Management
Florida
$648K +$334K +1,327 +136%
TF
2316
Talbot Financial
Washington
$647K – – –
CSPIA
2317
Cary Street Partners Investment Advisory
Virginia
$647K -$14.1K -56 -2%
FC
2318
FORA Capital
Florida
$646K +$579K +2,298 New
FOA
2319
Five Oceans Advisors
California
$646K -$4.03K -16 -0.7%
CHA
2320
Cooper/Haims Advisors
New York
$645K -$147K -582 -20%
1C
2321
111 Capital
France
$643K -$398K -1,581 -41%
WBCM
2322
Wilson & Boucher Capital Management
California
$643K -$10.1K -40 -2%
EAM
2323
Empirical Asset Management
Massachusetts
$642K +$179K +712 +45%
PWP
2324
Precedent Wealth Partners
Texas
$638K +$572K +2,269 New
BA
2325
Ballast Advisors
Minnesota
$638K -$5.79K -23 -1%
91 92
93
94 95