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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
2851
Biltmore Wealth Management
Arizona
$365K -$4.79K -16 -1%
SCFS
2852
Stewardship Concepts Financial Services
Washington
$365K +$369K +1,233 New
PF
2853
Prosperitas Financial
California
$365K -$8.39K -28 -2%
CA
2854
Calton & Associates
Florida
$364K +$4.79K +16 +1%
KBG
2855
Kahn Brothers Group
New York
$364K -$83.9K -280 -19%
RIS
2856
Richmond Investment Services
Wisconsin
$364K +$22.2K +74 +6%
BWM
2857
BlackDiamond Wealth Management
New York
$364K +$35.6K +119 +11%
IIA
2858
Integral Investment Advisors
California
$364K – – –
WCM
2859
Warburton Capital Management
Oklahoma
$363K +$22.5K +75 +7%
FA
2860
Fiducient Advisors
Illinois
$363K -$59.9K -200 -14%
LCM
2861
Liberty Capital Management
Michigan
$363K – – –
LGWM
2862
Litman Gregory Wealth Management
California
$362K – – –
CFS
2863
Cannon Financial Strategists
Georgia
$361K +$65.9K +220 +22%
ARG
2864
Advisory Resource Group
Oklahoma
$361K -$21.6K -72 -6%
UW
2865
Unique Wealth
Florida
$361K +$17.7K +59 +5%
HIW
2866
Holos Integrated Wealth
Pennsylvania
$361K +$28.2K +94 +8%
EWA
2867
Eagle Wealth Advisors
Connecticut
$360K +$364K +1,217 New
TC
2868
Trilogy Capital
California
$360K +$51.2K +171 +16%
BFM
2869
Boothbay Fund Management
New York
$358K +$361K +1,207 New
SIA
2870
Strategic Investment Advisors
Michigan
$357K -$58.7K -196 -14%
CFG
2871
Chapman Financial Group
Hawaii
$357K – – –
EFL
2872
ERn Financial LLC
Wisconsin
$356K -$2.1K -7 -0.6%
SWA
2873
Strata Wealth Advisors
Texas
$356K -$87.5K -292 -20%
AFGAS
2874
Allegiance Financial Group Advisory Services
Virginia
$356K +$2.1K +7 +0.6%
FCMT
2875
Founders Capital Management (Texas)
Texas
$356K +$15K +50 +4%
113 114
115
116 117