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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
SRB
2426
Shotwell Rutter Baer
Michigan
$563K – – –
MTC
2427
McDaniel Terry & Co
Texas
$559K – – –
FFA
2428
Fragasso Financial Advisors
Pennsylvania
$558K -$14.4K -57 -3%
MHR
2429
Matthew Hamilton Rosenberg
$558K +$26.5K +105 +6%
FDCP
2430
Foster Dykema Cabot & Partners
Massachusetts
$557K – – –
BHPW
2431
Beverly Hills Private Wealth
California
$557K -$350K -1,390 -41%
AFO
2432
Arrowroot Family Office
California
$556K -$24.2K -96 -5%
BWM
2433
Buckley Wealth Management
Nevada
$554K +$496K +1,970 New
PCI
2434
Planning Center Inc
Illinois
$554K -$252 -1 -0.1%
CV
2435
Counterweight Ventures
North Carolina
$553K – – –
EFG
2436
Everest Financial Group
Minnesota
$552K -$2.27K -9 -0.5%
MPW
2437
MA Private Wealth
California
$551K -$4.28K -17 -0.9%
WIC
2438
Willis Investment Counsel
Georgia
$551K +$5.79K +23 +1%
MWP
2439
Madison Wealth Partners
Wisconsin
$550K +$218K +866 +79%
SWGC
2440
Summit Wealth Group (Colorado)
Colorado
$550K +$106K +422 +28%
WC
2441
Westerkirk Capital
$549K – – –
RFA
2442
Resurgent Financial Advisors
Georgia
$549K +$81.9K +325 +20%
WWMP
2443
Wagner Wealth Management (Pennsylvania)
Pennsylvania
$549K +$492K +1,951 New
WWG
2444
West Wealth Group
California
$548K +$28.2K +112 +6%
CPW
2445
Cove Private Wealth
New York
$548K +$3.53K +14 +0.7%
BAM
2446
BOS Asset Management
Illinois
$547K – – –
MPPHD
2447
Maloon Powers Pitre Higgins & Dennehy
California
$547K +$490K +1,944 New
WCM
2448
Wedge Capital Management
North Carolina
$546K +$4.54K +18 +0.9%
BTWM
2449
Baker Tilly Wealth Management
Wisconsin
$545K -$144K -573 -23%
BFA
2450
Beacon Financial Advisory
Ohio
$545K -$58.2K -231 -11%
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