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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
SWGC
2651
Summit Wealth Group (Colorado)
Colorado
$372K +$113K +417 +37%
PFP
2652
Paragon Financial Partners
California
$371K – – –
HI
2653
Human Investing
Oregon
$371K +$4.87K +18 +1%
AFM
2654
Abbot Financial Management
Massachusetts
$371K +$27.1K +100 +7%
SWM
2655
Sagace Wealth Management
Florida
$370K +$13.3K +49 +3%
BA
2656
Baugh & Associates
Georgia
$370K – – –
CCG
2657
Coastwise Capital Group
California
$369K -$5.95K -22 -1%
SWM
2658
Steelhead Wealth Management
Virginia
$369K +$413K +1,526 New
WWA
2659
Wingate Wealth Advisors
Massachusetts
$369K -$1.62K -6 -0.4%
GMFG
2660
Greater Midwest Financial Group
Minnesota
$369K +$2.98K +11 +0.7%
RWM
2661
Rockline Wealth Management
New York
$368K – – –
JWM
2662
Jacksonville Wealth Management
Florida
$367K +$271 +1 +0.1%
MWA
2663
Monograph Wealth Advisors
California
$367K – – –
TWM
2664
Topsail Wealth Management
North Carolina
$367K -$5.68K -21 -1%
HPG
2665
Harvest Portfolios Group
Ontario, Canada
$366K +$88.2K +326 +28%
TC
2666
TAGStone Capital
North Carolina
$366K +$812 +3 +0.2%
CWA
2667
Clarity Wealth Advisors
California
$366K -$25.7K -95 -6%
KFAS
2668
Keating Financial Advisory Services
Kansas
$366K -$1.27M -4,695 -76%
HAS
2669
Horizon Advisory Services
New York
$366K – – –
EWA
2670
Exit Wealth Advisors
Georgia
$365K +$18.1K +67 +5%
ACM
2671
Armbruster Capital Management
New York
$365K – – –
BWFA
2672
Baltimore-Washington Financial Advisors
Maryland
$364K -$25.2K -93 -6%
FFA
2673
Fortune Financial Advisors
Kansas
$364K – – –
GWA
2674
Gibson Wealth Advisors
Texas
$364K – – –
LAM
2675
Lountzis Asset Management
Pennsylvania
$364K – – –
105 106
107
108 109