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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
GIP
2401
Greatmark Investment Partners
Georgia
$365K – – –
MSR
2402
Main Street Research
Connecticut
$365K +$56.8K +255 +18%
SPP
2403
Single Point Partners
Massachusetts
$364K +$369K +1,655 New
HIA
2404
HTG Investment Advisors
Connecticut
$364K -$10.2K -46 -3%
RP
2405
Rice Partnership
Hawaii
$363K -$14.5K -65 -4%
TWM
2406
Trinity Wealth Management
Pennsylvania
$362K +$891 +4 +0.2%
VFPW
2407
Vantage Financial Partners (Wisconsin)
Wisconsin
$362K -$3.34K -15 -0.9%
IWM
2408
Integris Wealth Management
California
$361K -$21.6K -97 -6%
NSB
2409
Norway Savings Bank
Maine
$361K -$4.23K -19 -1%
BAM
2410
Boyar Asset Management
New York
$361K – – –
CCA
2411
Cottonwood Capital Advisors
Utah
$361K -$3.34K -15 -0.9%
MW
2412
Maia Wealth
Colorado
$360K +$61.7K +277 +21%
BTWM
2413
Baker Tilly Wealth Management
Wisconsin
$360K -$12.9K -58 -3%
FFA
2414
Florida Financial Advisors
Florida
$360K +$6.01K +27 +2%
ACGA
2415
Atlanta Consulting Group Advisors
Georgia
$360K -$14.9K -67 -4%
GHA
2416
GW Henssler & Associates
Georgia
$359K – – –
SIC
2417
Sterling Investment Counsel
New York
$357K -$6.68K -30 -2%
RWS
2418
Resolute Wealth Strategies
Mississippi
$357K – – –
LA
2419
Latitude Advisors
Florida
$356K -$6.46K -29 -2%
IP
2420
Isthmus Partners
Wisconsin
$356K +$361K +1,621 New
BFWM
2421
Bright Futures Wealth Management
New York
$356K -$2.25M -10,110 -87%
ACM
2422
Advance Capital Management
Michigan
$356K +$29.4K +132 +9%
CH
2423
Canton Hathaway
Rhode Island
$356K +$44.5K +200 +14%
NCM
2424
Noesis Capital Mangement
Florida
$356K +$47.9K +215 +15%
WWP
2425
WR Wealth Planners
Missouri
$356K +$3.12K +14 +0.9%
95 96
97
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