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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
BIA
2576
Bell Investment Advisors
California
$58.1K -$1.96K -13 -4%
PAG
2577
Paladin Advisory Group
Iowa
$56.9K – – –
KFS
2578
Kelly Financial Services
Massachusetts
$56.1K +$302 +2 +0.6%
RDIA
2579
RE Dickinson Investment Advisors
Iowa
$56K -$4.99K -33 -9%
T
2580
Tidemark
California
$55.6K +$51.4K +340 New
MFA
2581
McClarren Financial Advisors
Pennsylvania
$55K +$604 +4 +1%
TFG
2582
Team Financial Group
California
$54.1K +$604 +4 +1%
CSWM
2583
Cassady Schiller Wealth Management
Ohio
$54K – – –
EWP
2584
Elevation Wealth Partners
California
$51.2K – – –
PCFFS
2585
Pacific Center for Financial Services
California
$51K – – –
KC
2586
Kepos Capital
New York
$51K -$8.16K -54 -15%
BCPWM
2587
Bradley & Co Private Wealth Management
Florida
$49.9K – – –
KFP
2588
Keener Financial Planning
Texas
$49K +$45.3K +300 New
CAM
2589
Clarity Asset Management
Iowa
$48.3K +$44.6K +295 New
HFM
2590
Harvest Fund Management
China
$47K -$55.6K -368 -56%
LFA
2591
Livelsberger Financial Advisory
Ohio
$46.2K +$42.8K +283 New
NOI
2592
Newton One Investments
Delaware
$45.3K +$41.9K +277 New
PIS
2593
POM Investment Strategies
North Carolina
$44.3K +$41K +271 New
CJ
2594
Caitlin John
Michigan
$44.2K +$41K +271 New
RBC
2595
Roble Belko & Company
Pennsylvania
$42K – – –
CI
2596
Cordant Inc
Oregon
$41.9K +$34.1K +226 +753%
WPA
2597
West Paces Advisors
Georgia
$41.2K +$4.83K +32 +15%
SHIM
2598
Stone House Investment Management
Pennsylvania
$40.5K +$3.32K +22 +10%
LOIP
2599
Live Oak Investment Partners
Texas
$36.7K – – –
DF
2600
Dunhill Financial
United Kingdom
$34.5K +$31.9K +211 New
102 103
104
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