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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
FWP
2726
Falcon Wealth Planning
California
$417K +$42.1K +167 +13%
JWM
2727
Jacksonville Wealth Management
Florida
$417K -$7.81K -31 -2%
LAS
2728
LWM Advisory Services
Florida
$417K -$112K -443 -23%
SPA
2729
Sound Portfolio Advisors
Connecticut
$416K -$4.03K -16 -1%
WAAG
2730
Wealth Alliance Advisory Group
Kansas
$416K +$8.82K +35 +2%
GPA
2731
Guerra Pan Advisors
New Jersey
$416K – – –
PPWM
2732
PFG Private Wealth Management
Florida
$415K +$13.1K +52 +4%
SIA
2733
Strategic Investment Advisors
Michigan
$414K -$28.5K -113 -7%
CFG
2734
Carter Financial Group
Illinois
$413K -$27.7K -110 -7%
PWA
2735
Primoris Wealth Advisors
Florida
$413K +$6.3K +25 +2%
TLCM
2736
Twin Lakes Capital Management
California
$412K +$2.27K +9 +0.6%
IIA
2737
Integral Investment Advisors
California
$412K +$84.7K +336 +30%
FA
2738
Fiducient Advisors
Illinois
$411K -$19.4K -77 -5%
DA
2739
Detalus Advisors
Missouri
$411K – – –
WI
2740
WJ Interests
Texas
$411K – – –
FCM
2741
Flagship Capital Management
Pennsylvania
$411K +$252 +1 +0.1%
RWM
2742
Rockline Wealth Management
New York
$409K -$16.1K -64 -4%
WAOI
2743
Wealth Advisors of Iowa
Iowa
$409K +$2.27K +9 +0.6%
NWM
2744
Northwest Wealth Management
Iowa
$409K +$59.5K +236 +19%
LBC
2745
Leigh Baldwin & Co
New York
$408K -$96.5K -383 -21%
WTB
2746
Washington Trust Bank
Washington
$408K -$156K -621 -30%
CMF
2747
Counterpoint Mutual Funds
California
$408K -$4.02M -15,965 -92%
GIM
2748
Guardian Investment Management
California
$408K – – –
PMG
2749
ProVise Management Group
Florida
$408K +$1.01K +4 +0.3%
IA
2750
Invested Advisors
Pennsylvania
$407K -$28K -111 -7%
108 109
110
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