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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
2826
Sandro Wealth Management
New Jersey
$303K +$58.4K +216 +21%
TC
2827
Trilogy Capital
California
$303K +$9.47K +35 +3%
B
2828
Bayban
Minnesota
$303K +$77.7K +287 +30%
RWM
2829
RBA Wealth Management
California
$303K -$3.25K -12 -1%
NCM
2830
Nelson Capital Management
California
$303K -$20K -74 -6%
NF
2831
NavPoint Financial
Minnesota
$302K – – –
SAM
2832
S.A. Mason
Michigan
$302K +$12.7K +47 +4%
ARG
2833
Advisory Resource Group
Oklahoma
$301K +$6.22K +23 +2%
EWA
2834
Encompass Wealth Advisors
Oregon
$300K +$10.8K +40 +3%
WAM
2835
Walker Asset Management
Missouri
$300K +$15.4K +57 +5%
PFA
2836
Professional Financial Advisors
Nebraska
$300K +$13.8K +51 +4%
BWM
2837
Biltmore Wealth Management
Arizona
$299K – – –
RFS
2838
Retirement Financial Solutions
Tennessee
$299K +$333K +1,232 New
CCS
2839
Concentric Capital Strategies
Connecticut
$298K -$1.86M -6,868 -85%
CFG
2840
Chapman Financial Group
Hawaii
$298K +$6.76K +25 +2%
BWM
2841
BlackDiamond Wealth Management
New York
$298K +$271 +1 +0.1%
KBG
2842
Kahn Brothers Group
New York
$298K – – –
MIA
2843
MeadowBrook Investment Advisors
Michigan
$297K +$35.7K +132 +12%
PPG
2844
Peak Planning Group
Colorado
$297K +$66.3K +245 +25%
CFS
2845
Cannon Financial Strategists
Georgia
$297K +$1.62K +6 +0.5%
B
2846
Bellecapital
Switzerland
$296K -$460K -1,699 -58%
NWM
2847
Northwest Wealth Management
Iowa
$295K -$6.22K -23 -2%
RW
2848
RVW Wealth
California
$295K -$6.49K -24 -2%
MWM
2849
Mittelman Wealth Management
Massachusetts
$295K -$81.7K -302 -20%
JFGLC
2850
Johnson Financial Group LLC (Colorado)
Colorado
$294K +$328K +1,214 New
112 113
114
115 116