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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
FFG
2701
Fiduciary Financial Group
California
$429K -$154K -611 -29%
JSL
2702
JT Stratford LLC
Georgia
$429K +$53.2K +211 +16%
CMAI
2703
Capital Management Associates Inc
Minnesota
$429K +$9.32K +37 +2%
WWA
2704
Wingate Wealth Advisors
Massachusetts
$428K – – –
CCG
2705
Coastwise Capital Group
California
$427K -$1.51K -6 -0.4%
EWA
2706
Exit Wealth Advisors
Georgia
$426K +$2.27K +9 +0.6%
MWA
2707
Monograph Wealth Advisors
California
$426K – – –
FCC
2708
Flower City Capital
New York
$426K +$85.7K +340 +29%
TC
2709
TAGStone Capital
North Carolina
$425K +$756 +3 +0.2%
NCM
2710
Noesis Capital Mangement
Florida
$425K -$71.8K -285 -16%
HAS
2711
Horizon Advisory Services
New York
$424K – – –
FF
2712
Financial Futures
New Jersey
$424K -$169K -669 -31%
BCP
2713
Berkeley Capital Partners
Georgia
$423K +$121K +481 +47%
RFS
2714
Richardson Financial Services
Massachusetts
$423K -$42.3K -168 -10%
CWMK
2715
Caliber Wealth Management (Kansas)
Kansas
$422K +$20.2K +80 +6%
FFA
2716
Fortune Financial Advisors
Kansas
$422K – – –
GWA
2717
Gibson Wealth Advisors
Texas
$422K – – –
NSCM
2718
New South Capital Management
Tennessee
$422K – – –
SLG
2719
Stanley-Laman Group
Pennsylvania
$422K – – –
CWP
2720
Curated Wealth Partners
California
$422K +$108K +428 +40%
CWA
2721
Clarity Wealth Advisors
California
$421K -$3.02K -12 -0.8%
SSW
2722
Stone Summit Wealth
Florida
$421K -$50.4K -200 -12%
NC
2723
North Capital
Utah
$421K +$3.02K +12 +0.8%
PWM
2724
Paulson Wealth Management
Illinois
$420K +$12.1K +48 +3%
TWM
2725
Topsail Wealth Management
North Carolina
$418K -$6.55K -26 -2%
107 108
109
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