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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
IF
2801
IRON Financial
Illinois
$306K +$3.09K +12 +1%
LGW
2802
Leslie Global Wealth
Illinois
$305K -$12.6K -49 -5%
SWA
2803
ShankerValleau Wealth Advisors
Illinois
$305K – – –
MG
2804
McHugh Group
Ohio
$303K – – –
NEPPG
2805
New England Professional Planning Group
Rhode Island
$303K – – –
AWM
2806
Atticus Wealth Management
Florida
$303K +$148K +575 +127%
CFGW
2807
Chancellor Financial Group WB
Pennsylvania
$303K +$265K +1,027 New
QAM
2808
Q3 Asset Management
Michigan
$302K +$264K +1,024 New
SWG
2809
Summit Wealth Group
Vermont
$301K -$1.55K -6 -0.6%
NG
2810
Northstar Group
New York
$301K – – –
VCM
2811
Vivaldi Capital Management
Illinois
$300K +$27.3K +106 +12%
HKIMG
2812
Hutchens & Kramer Investment Management Group
Indiana
$300K – – –
ACC
2813
Acorn Creek Capital
Colorado
$299K +$7.21K +28 +3%
LFP
2814
Lakeshore Financial Planning
Michigan
$299K -$5.93K -23 -2%
SMFG
2815
Sumitomo Mitsui Financial Group
Japan
$298K +$95.3K +370 +56%
PAG
2816
Private Advisory Group
Washington
$298K -$61.3K -238 -19%
BWM
2817
BlackDiamond Wealth Management
New York
$298K +$23.7K +92 +10%
EBSAM
2818
Eubel Brady & Suttman Asset Management
Ohio
$298K – – –
CCAL
2819
City Center Advisors LLC
Michigan
$298K -$36.3K -141 -12%
PFA
2820
Pettinga Financial Advisors
Indiana
$298K +$773 +3 +0.3%
TIM
2821
Total Investment Management
Arizona
$297K +$6.7K +26 +3%
BFG
2822
Birch Financial Group
New Hampshire
$297K +$4.89K +19 +2%
PPG
2823
Peak Planning Group
Colorado
$297K +$35K +136 +16%
HW
2824
HORAN Wealth
Ohio
$297K +$260K +1,008 New
APA
2825
Astoria Portfolio Advisors
New York
$296K -$26.3K -102 -8%
111 112
113
114 115