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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
CD
2451
Chapin Davis
Maryland
$533K -$50.4K -200 -10%
LA
2452
Legacy Advisors
Pennsylvania
$533K +$64.5K +256 +16%
HWA
2453
HCR Wealth Advisors
California
$532K -$1.26K -5 -0.3%
CT
2454
Coastline Trust
Rhode Island
$532K – – –
TCM
2455
TruNorth Capital Management
Michigan
$531K +$39.8K +158 +9%
JWM
2456
JGP Wealth Management
Oregon
$530K +$32K +127 +7%
PP
2457
PFS Partners
New Jersey
$530K +$36.8K +146 +8%
WOSD
2458
WFA of San Diego
California
$530K -$49.9K -198 -8%
LT
2459
Legacy Trust
Michigan
$529K -$370K -1,468 -44%
PWM
2460
Purus Wealth Management
California
$529K +$50.1K +199 +12%
AFAS
2461
Acorn Financial Advisory Services
Virginia
$528K -$97.8K -388 -17%
EGM
2462
Engineers Gate Manager
New York
$526K +$472K +1,872 New
WBC
2463
West Branch Capital
Massachusetts
$526K -$1.29M -5,132 -73%
PWMG
2464
Private Wealth Management Group
New Jersey
$526K +$150K +595 +47%
RA
2465
Rise Advisors
New York
$524K +$8.57K +34 +2%
YAIA
2466
Yanni & Associates Investment Advisors
Pennsylvania
$524K -$12.3K -49 -3%
DIP
2467
Davis Investment Partners
North Carolina
$524K -$47.6K -189 -9%
GRWP
2468
Green Ridge Wealth Planning
New Jersey
$524K -$504 -2 -0.1%
DAM
2469
Diamant Asset Management
Connecticut
$523K -$113M -448,985 -100%
CBOR
2470
Community Bank of Raymore
Missouri
$523K – – –
AWM
2471
Aberdeen Wealth Management
Illinois
$522K -$252K -1,002 -35%
IWM
2472
Integris Wealth Management
California
$522K +$6.3K +25 +1%
MLFP
2473
MPS Loria Financial Planners
Illinois
$521K +$11.1K +44 +2%
WF
2474
Whelan Financial
California
$521K -$6.3K -25 -1%
GRR
2475
Golden Reserve Retirement
Ohio
$520K +$132K +522 +39%
97 98
99
100 101