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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
2701
RBA Wealth Management
California
$358K -$93.7K -358 -22%
NPPM
2702
North Point Portfolio Managers
Ohio
$357K -$13.1K -50 -4%
CAS
2703
Coppell Advisory Solutions
Texas
$357K -$7.33K -28 -2%
FWM
2704
Fingerlakes Wealth Management
New York
$356K +$10.5K +40 +3%
PF
2705
Prosperitas Financial
California
$356K +$9.42K +36 +3%
HWM
2706
Hohimer Wealth Management
Washington
$355K +$36.4K +139 +12%
LC
2707
Lincoln Capital
Nebraska
$353K +$9.95K +38 +3%
BSSFA
2708
Baron Silver Stevens Financial Advisors
Florida
$353K -$59.7K -228 -15%
ICP
2709
Impact Capital Partners
Colorado
$353K +$6.02K +23 +2%
BWM
2710
Biltmore Wealth Management
Arizona
$352K – – –
HAS
2711
Holland Advisory Services
Florida
$352K -$26.7K -102 -8%
NF
2712
NavPoint Financial
Minnesota
$352K – – –
SGI
2713
Swan Global Investments
Colorado
$352K +$326K +1,247 New
TFG
2714
Taylor Financial Group
Virginia
$351K – – –
AWP
2715
Accretive Wealth Partners
New Jersey
$351K – – –
ECM
2716
Elgethun Capital Management
South Dakota
$351K +$1.83K +7 +0.6%
LF
2717
Lee Financial
Texas
$350K +$33.8K +129 +12%
RW
2718
RVW Wealth
California
$349K -$45.8K -175 -12%
HWA
2719
HHM Wealth Advisors
Tennessee
$349K -$16.8K -64 -5%
WWA
2720
Wingate Wealth Advisors
Massachusetts
$349K +$324K +1,236 New
WI
2721
WBI Investments
New Jersey
$348K +$323K +1,234 New
VBFG
2722
Vishria Bird Financial Group
Tennessee
$347K +$9.42K +36 +3%
BWM
2723
BCS Wealth Management
Tennessee
$347K -$260K -992 -45%
IIA
2724
Integral Investment Advisors
California
$346K -$25.4K -97 -7%
SSG
2725
Summit Securities Group
New York
$346K +$246K +938 +325%
107 108
109
110 111