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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
CPBTD
2351
Central Pacific Bank - Trust Division
Hawaii
$617K +$2.77K +11 +0.5%
VA
2352
Veratis Advisors
North Carolina
$617K +$553K +2,194 New
MHC
2353
May Hill Capital
Massachusetts
$617K +$136K +539 +33%
OWP
2354
Obermeyer Wealth Partners
Colorado
$616K -$108K -429 -16%
TCM
2355
Towercrest Capital Management
Pennsylvania
$615K +$252 +1 +0%
KCIC
2356
Kuhn & Co Investment Counsel
Illinois
$614K +$4.79K +19 +0.9%
ODIJL
2357
One Day In July LLC
Vermont
$614K +$94.2K +374 +21%
IP
2358
Isthmus Partners
Wisconsin
$614K – – –
LFS
2359
Legacy Financial Strategies
Kansas
$613K -$252K -1,002 -31%
JDLA
2360
J. Derek Lewis & Associates
California
$613K +$130K +514 +31%
MCWS
2361
McKinley Carter Wealth Services
West Virginia
$613K -$14.9K -59 -3%
AAIM
2362
Asset Advisors Investment Management
Georgia
$613K -$76.6K -304 -12%
AWMG
2363
Alliance Wealth Management Group
New Jersey
$613K +$252 +1 +0%
RIS
2364
Retirement Income Solutions
Michigan
$612K – – –
QFA
2365
Quantum Financial Advisors
California
$611K -$62.2K -247 -10%
LSA
2366
Lansing Street Advisors
Pennsylvania
$611K +$28.2K +112 +5%
WAM
2367
Wernau Asset Management
Massachusetts
$609K -$45.9K -182 -8%
AFT
2368
Alpha Family Trust
California
$609K – – –
AL
2369
Arnhold LLC
New York
$606K – – –
EA
2370
Ergawealth Advisors
Illinois
$606K – – –
CB
2371
CNB Bank
Pennsylvania
$605K +$6.05K +24 +1%
FC
2372
Financial Consulate
Maryland
$603K +$3.78K +15 +0.7%
BAM
2373
Boyar Asset Management
New York
$603K +$127K +504 +31%
AIA
2374
Arbor Investment Advisors
North Carolina
$603K +$540K +2,143 New
DMKJ
2375
David M. Knott Jr
$602K – – –
93 94
95
96 97