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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
CD
2601
Chapin Davis
Maryland
$237K +$210K +1,071 New
CA
2602
Calton & Associates
Florida
$237K +$210K +1,070 New
PFG
2603
Peterson Financial Group
Iowa
$237K +$210K +1,070 New
UHC
2604
Union Heritage Capital
Michigan
$237K – – –
RS
2605
Retirement Solution
Washington
$236K +$210K +1,070 New
IA
2606
IAM Advisory
Pennsylvania
$236K +$210K +1,069 New
RMF
2607
Red Mountain Financial
Colorado
$236K +$209K +1,068 New
SIA
2608
Strategic Investment Advisors
Michigan
$235K +$208K +1,063 New
DWAM
2609
Duncan Williams Asset Management
Tennessee
$234K +$208K +1,060 New
AT
2610
Avalon Trust
New Mexico
$233K -$60.2K -307 -23%
VFG
2611
V2 Financial group
Illinois
$232K -$9.8K -50 -5%
NI
2612
NCP Inc
California
$232K – – –
MA
2613
Mezzasalma Advisors
New Jersey
$232K +$206K +1,050 New
HCP
2614
Hardin Capital Partners
South Carolina
$232K -$39.2K -200 -16%
AWP
2615
Atlas Wealth Partners
Pennsylvania
$232K +$206K +1,050 New
S
2616
Sunpointe
Missouri
$231K +$205K +1,044 New
ICM
2617
IMS Capital Management
Oregon
$230K -$4.9K -25 -2%
DA
2618
Dash Acquisitions
California
$230K – – –
GA
2619
Gordian Advisors
Arizona
$230K +$204K +1,041 New
LFS
2620
Legacy Financial Strategies
Kansas
$230K +$204K +1,039 New
WDL
2621
Well Done LLC
Michigan
$230K +$204K +1,039 New
MWM
2622
MGB Wealth Management
Texas
$229K +$204K +1,039 New
LFP
2623
Lakeshore Financial Planning
Michigan
$229K +$203K +1,035 New
SWA
2624
ShankerValleau Wealth Advisors
Illinois
$229K +$203K +1,035 New
IF
2625
IRON Financial
Illinois
$229K +$203K +1,034 New
103 104
105
106 107