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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
HFS
2626
Hopwood Financial Services
Virginia
$376K – – –
WCWM
2627
Willow Creek Wealth Management
California
$376K +$2.06K +8 +0.6%
MAP
2628
Moody Aldrich Partners
Massachusetts
$376K – – –
NC
2629
NBW Capital
Massachusetts
$376K +$7.47K +29 +2%
SWA
2630
Serenus Wealth Advisors
California
$376K – – –
MWM
2631
Melfa Wealth Management
Massachusetts
$376K – – –
BWP
2632
Bernardo Wealth Planning
Pennsylvania
$375K +$11.9K +46 +4%
WCM
2633
WealthBridge Capital Management
Ohio
$375K -$4.89K -19 -1%
CAM
2634
Campion Asset Management
Virginia
$374K – – –
BCM
2635
Beck Capital Management
Texas
$374K +$2.58K +10 +0.8%
RMC
2636
Ring Mountain Capital
California
$370K +$45.6K +177 +16%
OAM
2637
Occidental Asset Management
California
$370K -$47.9K -186 -13%
BS
2638
Brighton Securities
New York
$370K -$102K -396 -24%
CPG
2639
Cornerstone Planning Group
New Jersey
$369K +$76.3K +296 +25%
RFG
2640
RFP Financial Group
Georgia
$369K +$106K +413 +49%
HI
2641
Humankind Investments
New York
$368K -$52.3K -203 -14%
BWM
2642
Biltmore Wealth Management
Arizona
$368K – – –
PCH
2643
PGIM Custom Harvest
New Jersey
$368K -$173K -670 -35%
BC
2644
Belmont Capital
California
$368K – – –
NF
2645
NavPoint Financial
Minnesota
$368K – – –
FC
2646
FORA Capital
Florida
$367K -$214K -832 -40%
GWSA
2647
Global Wealth Strategies & Associates
Colorado
$367K -$2.58K -10 -0.8%
TFG
2648
Taylor Financial Group
Virginia
$367K – – –
AWP
2649
Accretive Wealth Partners
New Jersey
$367K – – –
PGAM
2650
Princeton Global Asset Management
New Jersey
$367K +$119K +461 +59%
104 105
106
107 108