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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
2701
Level Wealth Management
North Carolina
$288K +$489 +2 +0.2%
NCMW
2702
Northern Capital Management (Washington)
Washington
$288K +$245 +1 +0.1%
PIA
2703
Pinion Investment Advisors
Kansas
$288K +$5.38K +22 +2%
NL
2704
Navalign LLC
California
$288K +$9.29K +38 +3%
CFCI
2705
Comprehensive Financial Consultants Institutional
Indiana
$287K -$734 -3 -0.3%
MAS
2706
MPWM Advisory Solutions
Georgia
$287K -$4.89K -20 -2%
CCAL
2707
City Center Advisors LLC
Michigan
$286K +$282K +1,152 New
PSFG
2708
Prairie Sky Financial Group
Illinois
$286K – – –
BLAM
2709
Bourne Lent Asset Management
New York
$286K – – –
FCMT
2710
Founders Capital Management (Texas)
Texas
$286K – – –
SFS
2711
Searcy Financial Services
Kansas
$285K – – –
ILI
2712
Invesco LLC (Illinois)
Illinois
$285K +$37.4K +153 +15%
FFB
2713
First Financial Bankshares
Texas
$285K – – –
RFP
2714
Root Financial Partners
California
$284K +$6.12K +25 +2%
HWM
2715
Hohimer Wealth Management
Washington
$283K -$1.96K -8 -0.7%
PPA
2716
Pacific Point Advisors
California
$283K – – –
MWM
2717
MGB Wealth Management
Texas
$283K – – –
SL
2718
Salomon & Ludwin
Virginia
$283K +$73.4K +300 +36%
BSSFA
2719
Baron Silver Stevens Financial Advisors
Florida
$283K -$16.9K -69 -6%
CTC
2720
Cetera Trust Company
Minnesota
$281K – – –
SCI
2721
Silver Coast Investments
United States
$281K -$15.9K -65 -5%
RPGNY
2722
Retirement Planning Group (New York)
New York
$281K +$23.5K +96 +9%
AA
2723
Acorns Advisers
California
$281K +$54.3K +222 +24%
MAA
2724
Matrix Asset Advisors
New York
$281K +$978 +4 +0.4%
SIC
2725
Shoker Investment Counsel
Ohio
$280K +$1.22K +5 +0.4%
107 108
109
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