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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
6F
2401
626 Financial
Michigan
$608K – – –
HFAS
2402
Hummer Financial Advisory Services
Illinois
$608K – – –
GWM
2403
Glass Wealth Management
Texas
$607K – – –
GCP
2404
GSA Capital Partners
United Kingdom
$607K +$206K +689 +51%
CMP
2405
Coston McIsaac & Partners
Maine
$606K -$16.8K -56 -3%
SRB
2406
Shotwell Rutter Baer
Michigan
$606K – – –
MSRI
2407
Michael S. Ryan Inc
New York
$606K +$9.28K +31 +2%
CWP
2408
CFM Wealth Partners
Texas
$605K – – –
SAI
2409
Systematic Alpha Investments
New Jersey
$604K – – –
MCG
2410
McCollum Christoferson Group
New York
$603K +$77.3K +258 +15%
MAG
2411
MRA Advisory Group
New Jersey
$603K -$66.5K -222 -10%
PCH
2412
PGIM Custom Harvest
New Jersey
$603K +$41.3K +138 +7%
GTWM
2413
Global Trust Wealth Management
Florida
$600K +$607K +2,027 New
RFP
2414
Root Financial Partners
California
$600K -$12.6K -42 -2%
NFG
2415
Nadler Financial Group
Illinois
$599K -$65K -217 -10%
BBNB
2416
Baker Boyer National Bank
Washington
$598K +$30.8K +103 +5%
PCM
2417
Permanent Capital Management
Illinois
$597K -$43.7K -146 -7%
GCA
2418
Gradient Capital Advisors
California
$597K +$3.29K +11 +0.5%
WIC
2419
Woodmont Investment Counsel
Tennessee
$597K -$127K -425 -17%
TDB
2420
Thompson David Blair
$595K +$601K +2,008 New
FCM
2421
Fourpath Capital Management
Oklahoma
$593K +$21.6K +72 +4%
EA
2422
Ergawealth Advisors
Illinois
$592K – – –
WTG
2423
West Tower Group
Virginia
$592K +$359K +1,200 +150%
RC
2424
RBF Capital
California
$592K +$599K +2,000 New
AIC
2425
Argus Investors Counsel
New York
$591K – – –
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