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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
SL
2451
Salomon & Ludwin
Virginia
$471K +$129K +500 +44%
GHA
2452
GW Henssler & Associates
Georgia
$471K -$11.3K -44 -3%
CRI
2453
Colonial River Investments
Virginia
$471K +$18.8K +73 +5%
GSWM
2454
Golden State Wealth Management
California
$470K +$21.4K +83 +5%
BFA
2455
Bright Financial Advisors
Michigan
$470K – – –
PWM
2456
Paulson Wealth Management
Illinois
$470K -$4.38K -17 -1%
BWA
2457
Blodgett Wealth Advisors
California
$470K – – –
RSWA
2458
Robinson Smith Wealth Advisors
Maine
$469K – – –
AWM
2459
Ariadne Wealth Management
California
$468K +$32.5K +126 +7%
BFW
2460
Brady Family Wealth
Missouri
$468K – – –
PCI
2461
Planning Center Inc
Illinois
$468K – – –
PMG
2462
ProVise Management Group
Florida
$466K +$8.5K +33 +2%
EBWM
2463
Eagle Bluffs Wealth Management
Missouri
$466K +$2.06K +8 +0.5%
CPA
2464
Court Place Advisors
Maryland
$465K +$4.38K +17 +1%
RWS
2465
Rochester Wealth Strategies
Michigan
$464K – – –
WGC
2466
Watts Gwilliam & Co
Arizona
$464K -$9.02K -35 -2%
SWA
2467
Strategies Wealth Advisors
Michigan
$463K -$7.73K -30 -2%
SFMG
2468
Sage Financial Management Group
Virginia
$463K – – –
CV
2469
Counterweight Ventures
North Carolina
$463K -$2.58K -10 -0.6%
TCM
2470
TruNorth Capital Management
Michigan
$461K – – –
ALC
2471
Alexander Labrunerie & Co
Missouri
$461K +$1.29K +5 +0.3%
WI
2472
WJ Interests
Texas
$460K -$35.6K -138 -8%
SDWMA
2473
Schneider Downs Wealth Management Advisors
Pennsylvania
$460K -$13.7K -53 -3%
MIM
2474
Macroview Investment Management
Maryland
$460K -$1.03K -4 -0.3%
NRC
2475
New Republic Capital
North Carolina
$460K -$71.4K -277 -15%
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99
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