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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
HAS
2626
Holland Advisory Services
Florida
$284K +$8.24K +37 +3%
PW
2627
PUREfi Wealth
Massachusetts
$283K +$287K +1,289 New
PCMC
2628
Paragon Capital Management (Colorado)
Colorado
$283K +$223 +1 +0.1%
LF
2629
LifeSteps Financial
California
$283K +$445 +2 +0.2%
SSWG
2630
Seven Springs Wealth Group
Tennessee
$283K +$286K +1,286 New
LSWP
2631
Liberty Square Wealth Partners
Pennsylvania
$282K +$241K +1,081 New
WCF
2632
West Coast Financial
California
$282K -$16.9K -76 -6%
HFS
2633
Hopwood Financial Services
Virginia
$281K +$284K +1,277 New
EL
2634
EWA LLC
Pennsylvania
$280K +$22.5K +101 +9%
LGG
2635
Luts & Greenleigh Group
Maryland
$280K -$5.12K -23 -2%
MWM
2636
Melfa Wealth Management
Massachusetts
$280K – – –
SL
2637
SWMG LLC
Texas
$280K +$1.78K +8 +0.6%
RS
2638
Retirement Solution
Washington
$280K +$45.4K +204 +19%
FPB
2639
First PREMIER Bank
South Dakota
$279K -$4.45K -20 -2%
CAM
2640
Campion Asset Management
Virginia
$279K -$445 -2 -0.2%
LGWM
2641
Litman Gregory Wealth Management
California
$279K -$118K -530 -29%
WCWM
2642
Willow Creek Wealth Management
California
$278K -$10.7K -48 -4%
GSIAS
2643
Garden State Investment Advisory Services
New Jersey
$277K +$3.12K +14 +1%
BCM
2644
Beck Capital Management
Texas
$276K +$7.79K +35 +3%
PCH
2645
PGIM Custom Harvest
New Jersey
$275K -$63.5K -285 -19%
DWG
2646
Darden Wealth Group
Michigan
$275K – – –
BC
2647
Belmont Capital
California
$274K -$44.5K -200 -14%
NF
2648
NavPoint Financial
Minnesota
$274K – – –
MWPCG
2649
Measured Wealth Private Client Group
New Hampshire
$274K +$278K +1,247 New
TFG
2650
Taylor Financial Group
Virginia
$274K -$6.68K -30 -2%
104 105
106
107 108