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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
FRM
2426
Foundation Resource Management
Arkansas
$309K – – –
CCA
2427
Catalyst Capital Advisors
New York
$309K +$274K +1,398 New
CMBA
2428
C.M. Bidwell & Associates
Hawaii
$309K +$274K +1,398 New
PA
2429
Pineridge Advisors
Missouri
$309K +$5.49K +28 +2%
SA
2430
Skyline Advisors
Washington
$308K +$4.12K +21 +2%
AMG
2431
Asset Management Group
Connecticut
$308K +$2.16K +11 +0.8%
RSWA
2432
Robinson Smith Wealth Advisors
Maine
$308K -$38.6K -197 -12%
FWM
2433
FSA Wealth Management
Massachusetts
$307K +$273K +1,390 New
TAM
2434
Titleist Asset Management
Texas
$307K -$11.6K -59 -4%
IAP
2435
Indie Asset Partners
Indiana
$307K -$4.51K -23 -2%
RWM
2436
Rockline Wealth Management
New York
$306K +$980 +5 +0.4%
EI
2437
Ellevest Inc
New York
$305K +$4.31K +22 +2%
LODC
2438
Lanham O'Dell & Company
West Virginia
$305K -$1.76K -9 -0.6%
GMFG
2439
Greater Midwest Financial Group
Minnesota
$303K +$1.76K +9 +0.7%
SIAP
2440
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$302K +$268K +1,366 New
JWM
2441
JGP Wealth Management
Oregon
$301K +$7.65K +39 +3%
CFO
2442
Collective Family Office
Pennsylvania
$301K -$19.6K -100 -7%
KA
2443
Kooman & Associates
Pennsylvania
$301K +$392 +2 +0.1%
SCM
2444
Sollinda Capital Management
Florida
$301K +$9.61K +49 +4%
WCF
2445
West Coast Financial
California
$300K – – –
EGWAG
2446
Elwood & Goetz Wealth Advisory Group
Georgia
$300K +$266K +1,356 New
SWC
2447
Spectrum Wealth Counsel
Indiana
$299K +$1.96K +10 +0.7%
SC
2448
Schiavi & Co
Delaware
$299K – – –
GKWIM
2449
Gerber Kawasaki Wealth & Investment Management
California
$298K +$264K +1,348 New
SIM
2450
Seaview Investment Managers
Florida
$298K +$264K +1,347 New
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