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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
T
2526
TNF
Montana
$264K – – –
VBFG
2527
Vishria Bird Financial Group
Tennessee
$264K – – –
ACM
2528
Armbruster Capital Management
New York
$264K -$256K -1,307 -52%
SSW
2529
Stone Summit Wealth
Florida
$264K – – –
SL
2530
SWMG LLC
Texas
$263K +$2.16K +11 +0.9%
BWM
2531
Biltmore Wealth Management
Arizona
$263K – – –
CCT
2532
Chemung Canal Trust
New York
$262K -$4.9K -25 -2%
HWA
2533
HHM Wealth Advisors
Tennessee
$262K -$9.8K -50 -4%
PFA
2534
Professional Financial Advisors
Nebraska
$261K +$1.37K +7 +0.6%
MPPW
2535
Mitchell & Pahl Private Wealth
Oklahoma
$260K +$231K +1,178 New
ZIMP
2536
Zimmermann Investment Management & Planning
Pennsylvania
$260K +$231K +1,177 New
PDL
2537
Portfolio Design Labs
California
$260K +$231K +1,177 New
WAM
2538
Walker Asset Management
Missouri
$259K +$392 +2 +0.2%
DFG
2539
Dupree Financial Group
Kentucky
$258K -$10.4K -53 -4%
EE
2540
EWG Elevate
California
$258K +$1.37K +7 +0.6%
CIG
2541
CHB Investment Group
Pennsylvania
$258K +$229K +1,166 New
RGF
2542
Retirement Guys Formula
Ohio
$258K -$12.4K -63 -5%
DWMS
2543
Dominguez Wealth Management Solutions
Virginia
$258K +$1.18K +6 +0.5%
CCAM
2544
Cascades Capital Asset Management
North Carolina
$257K +$228K +1,164 New
CGFA
2545
Colton Groome Financial Advisors
North Carolina
$256K -$21.4K -109 -9%
TFA
2546
TPG Financial Advisors
Oregon
$256K +$227K +1,160 New
CFCI
2547
Comprehensive Financial Consultants Institutional
Indiana
$256K -$588 -3 -0.3%
C
2548
CEDRUS
Colorado
$256K -$140K -716 -38%
MCCA
2549
Mill Creek Capital Advisors
Pennsylvania
$255K -$1.96K -10 -0.9%
CFP
2550
Cypress Financial Planning
New Jersey
$255K +$226K +1,151 New
100 101
102
103 104