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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
BFW
2626
Brady Family Wealth
Missouri
$470K – – –
PCI
2627
Planning Center Inc
Illinois
$470K – – –
HIA
2628
HTG Investment Advisors
Connecticut
$470K – – –
BWM
2629
Baron Wealth Management
Michigan
$470K +$231K +772 +95%
WWM
2630
Walser Wealth Management
Florida
$469K +$474K +1,582 New
WAG
2631
Wilkerson Advisory Group
Missouri
$468K +$473K +1,581 New
EBWM
2632
Eagle Bluffs Wealth Management
Missouri
$468K – – –
CG
2633
Clarus Group
Texas
$468K +$2.4K +8 +0.5%
SLC
2634
Second Line Capital
Louisiana
$468K +$9.28K +31 +2%
MAM
2635
Marotta Asset Management
Virginia
$468K -$7.79K -26 -2%
PSC
2636
Prentiss Smith & Co
Vermont
$467K -$46.4K -155 -9%
RWS
2637
Rochester Wealth Strategies
Michigan
$466K – – –
AFA
2638
AA Financial Advisors
Ohio
$466K +$228K +760 +93%
SFMG
2639
Sage Financial Management Group
Virginia
$465K – – –
JDLA
2640
J. Derek Lewis & Associates
California
$465K +$470K +1,569 New
GC
2641
Gibson Capital
Pennsylvania
$465K +$299 +1 +0.1%
GHA
2642
GW Henssler & Associates
Georgia
$464K -$13.2K -44 -3%
WB
2643
West Bancorporation
Iowa
$464K – – –
SGFG
2644
Silver Grove Financial Group
New York
$463K +$9.88K +33 +2%
CG
2645
CFO4Life Group
Texas
$463K +$54.2K +181 +13%
WI
2646
WJ Interests
Texas
$463K – – –
API
2647
Asset Planning Inc
California
$462K +$299 +1 +0.1%
CWMK
2648
Caliber Wealth Management (Kansas)
Kansas
$462K +$40.1K +134 +9%
CA
2649
Capital Advantage
California
$461K +$3.89K +13 +0.8%
BWA
2650
Basecamp Wealth Advisors
Washington
$460K +$465K +1,554 New
104 105
106
107 108