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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
PIP
2401
Peachtree Investment Partners
Florida
$505K -$410K -1,565 -47%
CBT
2402
CoreFirst Bank & Trust
Kansas
$504K – – –
KWM
2403
Kiker Wealth Management
Georgia
$504K -$240K -918 -34%
WSWA
2404
Warren Street Wealth Advisors
California
$503K +$12K +46 +3%
HWA
2405
HCR Wealth Advisors
California
$503K – – –
MCG
2406
McCollum Christoferson Group
New York
$502K – – –
MF
2407
Meridian Financial
Massachusetts
$502K – – –
MC
2408
Middleton & Co
Massachusetts
$501K – – –
WCM
2409
Windsor Capital Management
Arizona
$501K -$119K -454 -20%
FZCM
2410
Flynn Zito Capital Management
New York
$500K -$33.2K -127 -7%
SIAP
2411
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$498K +$25.7K +98 +6%
PMG
2412
Private Management Group
California
$497K +$88.7K +339 +24%
SPF
2413
South Plains Financial
Texas
$495K +$390K +1,490 +560%
SCP
2414
Sivia Capital Partners
California
$495K -$47.9K -183 -9%
JPWM
2415
Jamison Private Wealth Management
Georgia
$494K +$1.57K +6 +0.3%
PP
2416
PFS Partners
New Jersey
$494K +$8.11K +31 +2%
CCM
2417
Coerente Capital Management
Ontario, Canada
$494K – – –
WGC
2418
Watts Gwilliam & Co
Arizona
$494K – – –
MAWCM
2419
Mine & Arao Wealth Creation & Management
California
$493K +$91.4K +349 +25%
BWS
2420
Buck Wealth Strategies
Colorado
$493K -$12K -46 -3%
PTB
2421
Pioneer Trust Bank
Oregon
$493K – – –
VFG
2422
Victory Financial Group
Texas
$492K -$97.6K -373 -18%
FFO
2423
Fortitude Family Office
Arizona
$491K -$524 -2 -0.1%
EWS
2424
Eagle Wealth Strategies
New Jersey
$491K +$4.71K +18 +1%
MA
2425
MAS Advisors
Florida
$491K -$1.31K -5 -0.3%
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