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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
2876
Apriem Advisors
California
$339K +$12.6K +50 +4%
DWMS
2877
Dominguez Wealth Management Solutions
Virginia
$338K +$1.01K +4 +0.3%
OFA
2878
Oak Family Advisors
Illinois
$337K – – –
SAMC
2879
Spectrum Asset Management (California)
California
$337K – – –
MAM
2880
McLaughlin Asset Management
Illinois
$337K +$302K +1,200 New
SFSG
2881
Sound Financial Strategies Group
Mississippi
$337K +$22.4K +89 +8%
SAM
2882
S.A. Mason
Michigan
$337K -$11.8K -47 -4%
DWM
2883
Drive Wealth Management
Utah
$336K -$300K -1,190 -50%
APFP
2884
Action Point Financial Planning
Michigan
$336K +$303K +1,201 New
LA
2885
Latitude Advisors
Florida
$335K +$32.5K +129 +12%
HWM
2886
Hohimer Wealth Management
Washington
$335K -$20.4K -81 -6%
BEW
2887
Burton Enright Welch
California
$335K +$41.8K +166 +16%
AWP
2888
Abacus Wealth Partners
California
$334K -$417K -1,655 -58%
EV
2889
EJMK Ventures
Illinois
$334K +$19.4K +77 +7%
BWM
2890
Biltmore Wealth Management
Arizona
$334K -$11.3K -45 -4%
SFPG
2891
Stonebridge Financial Planning Group
Florida
$334K +$4.79K +19 +2%
BWMG
2892
Barnes Wealth Management Group
California
$334K +$1.26K +5 +0.4%
PW
2893
PUREfi Wealth
Massachusetts
$333K +$38K +151 +15%
BWA
2894
Basecamp Wealth Advisors
Washington
$333K -$104K -414 -26%
CPP
2895
Capasso Planning Partners
South Carolina
$333K – – –
HFS
2896
Hopwood Financial Services
Virginia
$332K -$2.52K -10 -0.8%
WC
2897
Woodstock Corp
Massachusetts
$331K – – –
HVP
2898
Hudson Value Partners
Florida
$330K – – –
PAG
2899
Paladin Advisory Group
Iowa
$330K – – –
CCA
2900
Cadent Capital Advisors
Oklahoma
$330K +$21.4K +85 +8%
114 115
116
117 118