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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
PW
2726
PUREfi Wealth
Massachusetts
$336K -$49.7K -193 -14%
CWA
2727
Consilio Wealth Advisors
Washington
$336K +$12.4K +48 +4%
PPA
2728
Pacific Point Advisors
California
$336K – – –
LWM
2729
Level Wealth Management
North Carolina
$335K -$5.67K -22 -2%
CWM
2730
Centurion Wealth Management
Virginia
$335K +$3.61K +14 +1%
PWM
2731
Purus Wealth Management
California
$335K +$293K +1,136 New
KWA
2732
Kellett Wealth Advisors
Ohio
$335K +$12.4K +48 +4%
SL
2733
SWMG LLC
Texas
$335K -$39.2K -152 -11%
SLA
2734
Silver Lake Advisory
Utah
$335K -$154K -597 -34%
PPWM
2735
PFG Private Wealth Management
Florida
$335K +$11.1K +43 +4%
SIC
2736
Shoker Investment Counsel
Ohio
$334K +$1.29K +5 +0.4%
CTC
2737
Cetera Trust Company
Minnesota
$334K – – –
BAG
2738
Bridgewealth Advisory Group
California
$334K +$292K +1,132 New
RPGNY
2739
Retirement Planning Group (New York)
New York
$332K -$773 -3 -0.3%
HWM
2740
Hohimer Wealth Management
Washington
$330K -$5.67K -22 -2%
GWP
2741
Gateway Wealth Partners
Wisconsin
$329K -$20.6K -80 -7%
NWM
2742
Northwest Wealth Management
Iowa
$329K +$3.61K +14 +1%
SWM
2743
Scissortail Wealth Management
Oklahoma
$328K +$290K +1,127 New
BBW
2744
Blue Barn Wealth
Utah
$328K +$24K +93 +9%
LF
2745
Lee Financial
Texas
$327K -$138K -537 -33%
RS
2746
Rakuten Securities
Japan
$326K +$59.8K +232 +27%
CGFA
2747
Colton Groome Financial Advisors
North Carolina
$326K – – –
LWM
2748
LJI Wealth Management
Indiana
$325K – – –
SPWM
2749
Schrum Private Wealth Management
Florida
$324K – – –
PIMG
2750
Patriot Investment Management Group
Tennessee
$324K +$1.03K +4 +0.4%
108 109
110
111 112