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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
LA
2301
Latitude Advisors
Florida
$365K +$6.86K +35 +2%
CPBTD
2302
Central Pacific Bank - Trust Division
Hawaii
$365K +$92.2K +470 +40%
LAS
2303
LWM Advisory Services
Florida
$364K +$73.1K +373 +29%
PFP
2304
Paragon Financial Partners
California
$364K – – –
FH
2305
FWG Holdings
Florida
$363K – – –
TWM
2306
Trinity Wealth Management
Pennsylvania
$363K – – –
BAM
2307
Boyar Asset Management
New York
$363K -$29.4K -150 -8%
PCM
2308
Prelude Capital Management
New York
$362K +$26.5K +135 +9%
RMAM
2309
Raab & Moskowitz Asset Management
New Jersey
$359K +$4.31K +22 +1%
PCI
2310
Planning Center Inc
Illinois
$359K – – –
GHA
2311
GW Henssler & Associates
Georgia
$359K +$11.4K +58 +4%
RWS
2312
Resolute Wealth Strategies
Mississippi
$359K – – –
MC
2313
Machina Capital
France
$358K +$54.5K +278 +21%
BWA
2314
Blodgett Wealth Advisors
California
$358K – – –
SDWMA
2315
Schneider Downs Wealth Management Advisors
Pennsylvania
$357K – – –
AGWCA
2316
Annis Gardner Whiting Capital Advisors
Florida
$357K +$17.3K +88 +6%
AAS
2317
Annex Advisory Services
Wisconsin
$356K -$19.8K -101 -6%
EFL
2318
ERn Financial LLC
Wisconsin
$356K +$1.18K +6 +0.4%
DAM
2319
Diamant Asset Management
Connecticut
$356K +$31.4K +160 +11%
FPWM
2320
FSB Premier Wealth Management
Iowa
$355K +$784 +4 +0.2%
STB
2321
S&T Bank
Pennsylvania
$355K +$43.5K +222 +16%
TC
2322
TAP Consulting
Missouri
$355K +$1.37K +7 +0.4%
WWP
2323
WR Wealth Planners
Missouri
$355K -$7.45K -38 -2%
IPWA
2324
International Private Wealth Advisors
California
$354K -$16.9K -86 -5%
EFG
2325
Embree Financial Group
Illinois
$353K +$12.2K +62 +4%
91 92
93
94 95