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IBM
IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
EE
2701
EWG Elevate
California
$288K -$1.96K -8 -0.7%
SFPG
2702
Stonebridge Financial Planning Group
Florida
$288K – – –
LWM
2703
Level Wealth Management
North Carolina
$288K +$489 +2 +0.2%
NCMW
2704
Northern Capital Management (Washington)
Washington
$288K +$245 +1 +0.1%
PIA
2705
Pinion Investment Advisors
Kansas
$288K +$5.38K +22 +2%
NL
2706
Navalign LLC
California
$288K +$9.29K +38 +3%
CFCI
2707
Comprehensive Financial Consultants Institutional
Indiana
$287K -$734 -3 -0.3%
MAS
2708
MPWM Advisory Solutions
Georgia
$287K -$4.89K -20 -2%
CCAL
2709
City Center Advisors LLC
Michigan
$286K +$282K +1,152 New
PSFG
2710
Prairie Sky Financial Group
Illinois
$286K – – –
BLAM
2711
Bourne Lent Asset Management
New York
$286K – – –
FCMT
2712
Founders Capital Management (Texas)
Texas
$286K – – –
SFS
2713
Searcy Financial Services
Kansas
$285K – – –
ILI
2714
Invesco LLC (Illinois)
Illinois
$285K +$37.4K +153 +15%
FFB
2715
First Financial Bankshares
Texas
$285K – – –
RFP
2716
Root Financial Partners
California
$284K +$6.12K +25 +2%
HWM
2717
Hohimer Wealth Management
Washington
$283K -$1.96K -8 -0.7%
PPA
2718
Pacific Point Advisors
California
$283K – – –
MWM
2719
MGB Wealth Management
Texas
$283K – – –
SL
2720
Salomon & Ludwin
Virginia
$283K +$73.4K +300 +36%
BSSFA
2721
Baron Silver Stevens Financial Advisors
Florida
$283K -$16.9K -69 -6%
CTC
2722
Cetera Trust Company
Minnesota
$281K – – –
SCI
2723
Silver Coast Investments
United States
$281K -$15.9K -65 -5%
RPGNY
2724
Retirement Planning Group (New York)
New York
$281K +$23.5K +96 +9%
AA
2725
Acorns Advisers
California
$281K +$54.3K +222 +24%
107 108
109
110 111