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IBM
IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
M
2301
MOTCO
Texas
$559K +$100K +389 +21%
FZCM
2302
Flynn Zito Capital Management
New York
$559K +$54.9K +213 +13%
RC
2303
Rexford Capital
Texas
$557K +$487K +1,891 New
MLFP
2304
MPS Loria Financial Planners
Illinois
$556K -$65.4K -254 -12%
RIM
2305
Rockbridge Investment Management
New York
$555K +$258 +1 +0.1%
KFI
2306
Key Financial Inc
Pennsylvania
$555K -$33.2K -129 -6%
KWMG
2307
King Wealth Management Group
Florida
$554K – – –
AA
2308
AJ Advisors
Tennessee
$551K +$2.83K +11 +0.6%
BFS
2309
Beacon Financial Strategies
North Carolina
$551K – – –
GWAM
2310
Guardian Wealth Advisors (Minnesota)
Minnesota
$551K +$34.3K +133 +8%
BBNB
2311
Baker Boyer National Bank
Washington
$550K – – –
KTC
2312
Kentucky Trust Company
Kentucky
$549K – – –
RA
2313
Rise Advisors
New York
$549K +$7.47K +29 +2%
CBOR
2314
Community Bank of Raymore
Missouri
$548K – – –
CWS
2315
Cypress Wealth Services
California
$547K +$94.8K +368 +25%
BWM
2316
Birchcreek Wealth Management
Ohio
$544K -$40.4K -157 -8%
CNB
2317
Camden National Bank
Maine
$542K – – –
MHR
2318
Matthew Hamilton Rosenberg
$541K -$45.1K -175 -9%
SWP
2319
Summit Wealth Partners
Florida
$541K -$25.8K -100 -5%
BCM
2320
Boreal Capital Management
Florida
$539K +$471K +1,829 New
PPW
2321
Presilium Private Wealth
Pennsylvania
$538K -$12.1K -47 -3%
AFO
2322
Arrowroot Family Office
California
$538K +$470K +1,825 New
USB
2323
Union Savings Bank
Connecticut
$538K +$7.21K +28 +1%
MHIC
2324
Marble Harbor Investment Counsel
Massachusetts
$537K – – –
MIM
2325
Miller Investment Management
Pennsylvania
$537K – – –
91 92
93
94 95