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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
LSA
2376
Lansing Street Advisors
Pennsylvania
$500K +$107K +395 +24%
MIM
2377
Moseley Investment Management
Florida
$499K -$35.7K -132 -6%
CCC
2378
Chelsea Counsel Company
California
$499K – – –
FS
2379
Financial Symmetry
North Carolina
$498K -$46.8K -173 -7%
DIP
2380
Davis Investment Partners
North Carolina
$498K -$47.1K -174 -8%
6F
2381
626 Financial
Michigan
$498K – – –
DAS
2382
Diversify Advisory Services
Utah
$497K -$2.59M -9,582 -81%
GWM
2383
Glass Wealth Management
Texas
$497K – – –
SFP
2384
SwitchPoint Financial Planning
Utah
$496K +$142K +525 +35%
CWP
2385
CFM Wealth Partners
Texas
$495K – – –
TIP
2386
Tandem Investment Partners
New Jersey
$495K +$42.5K +157 +8%
SAI
2387
Systematic Alpha Investments
New Jersey
$494K – – –
MCG
2388
McCollum Christoferson Group
New York
$494K – – –
WWM
2389
Whalen Wealth Management
Nevada
$493K +$143K +527 +35%
DG
2390
DMC Group
Alabama
$493K -$205K -758 -27%
PCH
2391
PGIM Custom Harvest
New Jersey
$492K -$1.89K -7 -0.3%
NFG
2392
Nadler Financial Group
Illinois
$491K +$541 +2 +0.1%
GCA
2393
Gradient Capital Advisors
California
$489K +$812 +3 +0.1%
WIC
2394
Woodmont Investment Counsel
Tennessee
$488K – – –
KAM
2395
KEB Asset Management
Illinois
$487K +$28.4K +105 +6%
BIA
2396
Beacon Investment Advisors
Maryland
$487K +$20.6K +76 +4%
RWS
2397
Resolute Wealth Strategies
Mississippi
$487K +$98.5K +364 +22%
CCFM
2398
Clear Creek Financial Management
Washington
$487K +$168K +622 +45%
FBFS
2399
First Business Financial Services
Wisconsin
$486K +$64.9K +240 +14%
SRB
2400
Shotwell Rutter Baer
Michigan
$485K – – –
94 95
96
97 98