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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
EWG
2376
Executive Wealth Group
Washington
$280K +$274K +1,500 New
GP
2377
Girard Partners
Pennsylvania
$279K +$182 +1 +0.1%
DAM
2378
Diamant Asset Management
Connecticut
$277K – – –
LB
2379
Legacy Bridge
Iowa
$277K – – –
CFG
2380
Carr Financial Group
Massachusetts
$276K -$37.2K -204 -12%
BWA
2381
Beam Wealth Advisors
Louisiana
$275K +$263K +1,441 New
BCM
2382
Beck Capital Management
Texas
$274K +$12.6K +69 +5%
CW
2383
Channel Wealth
California
$274K +$6.2K +34 +2%
SL
2384
SWMG LLC
Texas
$273K +$261K +1,432 New
FWM
2385
Foguth Wealth Management
Michigan
$273K +$261K +1,428 New
AAS
2386
Annex Advisory Services
Wisconsin
$272K -$30.3K -166 -10%
GCM
2387
Gallacher Capital Management
Colorado
$272K -$329K -1,805 -56%
EFA
2388
Evernest Financial Advisors
Indiana
$270K +$3.47K +19 +1%
CPA
2389
Court Place Advisors
Maryland
$269K -$164K -900 -39%
KLWA
2390
Kelly Lawrence W & Associates
California
$269K +$146K +800 +132%
FPCG
2391
Fort Pitt Capital Group
Pennsylvania
$269K -$19.3K -106 -7%
WCM
2392
WealthBridge Capital Management
Ohio
$269K -$7.3K -40 -3%
TAM
2393
Townsend Asset Management
North Carolina
$268K -$14.8K -81 -5%
GWM
2394
GoalFusion Wealth Management
Texas
$268K – – –
WW
2395
Westshore Wealth
California
$267K -$18.2K -100 -7%
FRM
2396
Foundation Resource Management
Arkansas
$267K – – –
KBFS
2397
Kohmann Bosshard Financial Services
Ohio
$267K +$13.1K +72 +5%
CW
2398
Cook Wealth
North Carolina
$267K +$365 +2 +0.1%
NCM
2399
Nelson Capital Management
California
$266K +$254K +1,395 New
RIM
2400
Rockbridge Investment Management
New York
$266K -$365 -2 -0.1%
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