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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
WWC
2451
Waypoint Wealth Counsel
Georgia
$247K +$3.1K +17 +1%
HB
2452
Horizon Bancorp
Indiana
$247K +$9.67K +53 +4%
WCWM
2453
Willow Creek Wealth Management
California
$247K – – –
TAM
2454
Tucker Asset Management
Colorado
$246K +$5.47K +30 +2%
PO
2455
Private Ocean
California
$246K +$730 +4 +0.3%
FPB
2456
First PREMIER Bank
South Dakota
$246K -$19.3K -106 -8%
NCM
2457
Neumann Capital Management
California
$246K +$235K +1,286 New
HAS
2458
Horizon Advisory Services
New York
$245K +$234K +1,284 New
PCMC
2459
Paragon Capital Management (Colorado)
Colorado
$245K +$234K +1,281 New
LF
2460
LifeSteps Financial
California
$244K +$547 +3 +0.2%
TAM
2461
Titleist Asset Management
Texas
$244K +$233K +1,277 New
ACA
2462
Aspire Capital Advisors
Washington
$244K +$5.66K +31 +2%
DA
2463
Dash Acquisitions
California
$244K +$2.92K +16 +1%
WFA
2464
Wade Financial Advisory
California
$244K +$233K +1,276 New
TFG
2465
Taylor Financial Group
Virginia
$243K – – –
APS
2466
American Planning Services
Florida
$243K +$182 +1 +0.1%
CCM
2467
Chickasaw Capital Management
Tennessee
$243K – – –
SIC
2468
SJS Investment Consulting
Ohio
$242K -$9.85K -54 -4%
CGFA
2469
Colton Groome Financial Advisors
North Carolina
$242K -$23.9K -131 -9%
LFG
2470
Lockerman Financial Group
California
$242K +$1.09K +6 +0.5%
FCG
2471
Fielder Capital Group
Tennessee
$241K +$231K +1,264 New
MA
2472
Mezzasalma Advisors
New Jersey
$240K -$496K -2,717 -68%
MCWA
2473
Meadow Creek Wealth Advisors
Georgia
$239K +$1.09K +6 +0.5%
FWM
2474
Fingerlakes Wealth Management
New York
$239K +$229K +1,254 New
ITB
2475
Idaho Trust Bank
Idaho
$239K +$229K +1,254 New
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