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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
PW
2626
PUREfi Wealth
Massachusetts
$283K +$287K +1,289 New
PCMC
2627
Paragon Capital Management (Colorado)
Colorado
$283K +$223 +1 +0.1%
LF
2628
LifeSteps Financial
California
$283K +$445 +2 +0.2%
SSWG
2629
Seven Springs Wealth Group
Tennessee
$283K +$286K +1,286 New
LSWP
2630
Liberty Square Wealth Partners
Pennsylvania
$282K +$241K +1,081 New
WCF
2631
West Coast Financial
California
$282K -$16.9K -76 -6%
HFS
2632
Hopwood Financial Services
Virginia
$281K +$284K +1,277 New
EL
2633
EWA LLC
Pennsylvania
$280K +$22.5K +101 +9%
LGG
2634
Luts & Greenleigh Group
Maryland
$280K -$5.12K -23 -2%
MWM
2635
Melfa Wealth Management
Massachusetts
$280K – – –
SL
2636
SWMG LLC
Texas
$280K +$1.78K +8 +0.6%
RS
2637
Retirement Solution
Washington
$280K +$45.4K +204 +19%
FPB
2638
First PREMIER Bank
South Dakota
$279K -$4.45K -20 -2%
CAM
2639
Campion Asset Management
Virginia
$279K -$445 -2 -0.2%
LGWM
2640
Litman Gregory Wealth Management
California
$279K -$118K -530 -29%
WCWM
2641
Willow Creek Wealth Management
California
$278K -$10.7K -48 -4%
GSIAS
2642
Garden State Investment Advisory Services
New Jersey
$277K +$3.12K +14 +1%
BCM
2643
Beck Capital Management
Texas
$276K +$7.79K +35 +3%
PCH
2644
PGIM Custom Harvest
New Jersey
$275K -$63.5K -285 -19%
DWG
2645
Darden Wealth Group
Michigan
$275K – – –
BC
2646
Belmont Capital
California
$274K -$44.5K -200 -14%
NF
2647
NavPoint Financial
Minnesota
$274K – – –
MWPCG
2648
Measured Wealth Private Client Group
New Hampshire
$274K +$278K +1,247 New
TFG
2649
Taylor Financial Group
Virginia
$274K -$6.68K -30 -2%
GWSA
2650
Global Wealth Strategies & Associates
Colorado
$274K +$25.2K +113 +10%
104 105
106
107 108