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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
PMG
2651
ProVise Management Group
Florida
$460K -$4.19K -14 -0.9%
CP
2652
Canopy Partners
Ohio
$460K +$25.2K +84 +6%
SPI
2653
Sutton Place Investors
New York
$460K +$13.2K +44 +3%
IA
2654
Invested Advisors
Pennsylvania
$459K -$394K -1,316 -46%
BWM
2655
Birchcreek Wealth Management
Ohio
$459K -$29.4K -98 -6%
BFA
2656
Bright Financial Advisors
Michigan
$458K -$14.1K -47 -3%
SIC
2657
SJS Investment Consulting
Ohio
$458K +$9.58K +32 +2%
CCG
2658
Coastwise Capital Group
California
$458K +$1.5K +5 +0.3%
PFP
2659
Paragon Financial Partners
California
$458K – – –
HDA
2660
Harold Davidson & Associates
California
$456K – – –
RG
2661
Renaissance Group
Kentucky
$455K +$7.19K +24 +2%
LI
2662
LifeWealth Investments
Florida
$455K +$142K +475 +45%
TWM
2663
Topsail Wealth Management
North Carolina
$454K +$196K +655 +75%
FCG
2664
Fielder Capital Group
Tennessee
$454K -$4.19K -14 -0.9%
MW
2665
Maia Wealth
Colorado
$454K -$8.09K -27 -2%
CCFCSB
2666
Cape Cod Five Cents Savings Bank
Massachusetts
$454K – – –
RGF
2667
Retirement Guys Formula
Ohio
$453K +$5.39K +18 +1%
HFS
2668
Hopwood Financial Services
Virginia
$453K +$75.8K +253 +20%
TIA
2669
Tiemann Investment Advisors
California
$453K -$44.9K -150 -9%
GSWM
2670
Golden State Wealth Management
California
$453K -$20.4K -68 -4%
WWA
2671
Wingate Wealth Advisors
Massachusetts
$453K +$87.5K +292 +24%
BA
2672
Baugh & Associates
Georgia
$452K – – –
AF
2673
ASL Financial
California
$451K +$456K +1,524 New
CWA
2674
Canvas Wealth Advisors
Kansas
$451K -$13.5K -45 -3%
SFP
2675
SwitchPoint Financial Planning
Utah
$450K +$456K +1,521 New
105 106
107
108 109