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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
PFG
2601
Peterson Financial Group
Iowa
$237K +$210K +1,070 New
UHC
2602
Union Heritage Capital
Michigan
$237K – – –
RS
2603
Retirement Solution
Washington
$236K +$210K +1,070 New
IA
2604
IAM Advisory
Pennsylvania
$236K +$210K +1,069 New
RMF
2605
Red Mountain Financial
Colorado
$236K +$209K +1,068 New
SIA
2606
Strategic Investment Advisors
Michigan
$235K +$208K +1,063 New
DWAM
2607
Duncan Williams Asset Management
Tennessee
$234K +$208K +1,060 New
AT
2608
Avalon Trust
New Mexico
$233K -$60.2K -307 -23%
VFG
2609
V2 Financial group
Illinois
$232K -$9.8K -50 -5%
NI
2610
NCP Inc
California
$232K – – –
MA
2611
Mezzasalma Advisors
New Jersey
$232K +$206K +1,050 New
HCP
2612
Hardin Capital Partners
South Carolina
$232K -$39.2K -200 -16%
AWP
2613
Atlas Wealth Partners
Pennsylvania
$232K +$206K +1,050 New
S
2614
Sunpointe
Missouri
$231K +$205K +1,044 New
ICM
2615
IMS Capital Management
Oregon
$230K -$4.9K -25 -2%
DA
2616
Dash Acquisitions
California
$230K – – –
GA
2617
Gordian Advisors
Arizona
$230K +$204K +1,041 New
LFS
2618
Legacy Financial Strategies
Kansas
$230K +$204K +1,039 New
WDL
2619
Well Done LLC
Michigan
$230K +$204K +1,039 New
MWM
2620
MGB Wealth Management
Texas
$229K +$204K +1,039 New
LFP
2621
Lakeshore Financial Planning
Michigan
$229K +$203K +1,035 New
SWA
2622
ShankerValleau Wealth Advisors
Illinois
$229K +$203K +1,035 New
IF
2623
IRON Financial
Illinois
$229K +$203K +1,034 New
TDC
2624
Thompson Davis & Co
Virginia
$229K +$203K +1,034 New
BAG
2625
Bridgewealth Advisory Group
California
$228K +$203K +1,033 New
103 104
105
106 107