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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
2901
Drive Wealth Management
Utah
$336K -$300K -1,190 -50%
APFP
2902
Action Point Financial Planning
Michigan
$336K +$303K +1,201 New
LA
2903
Latitude Advisors
Florida
$335K +$32.5K +129 +12%
HWM
2904
Hohimer Wealth Management
Washington
$335K -$20.4K -81 -6%
BEW
2905
Burton Enright Welch
California
$335K +$41.8K +166 +16%
AWP
2906
Abacus Wealth Partners
California
$334K -$417K -1,655 -58%
EV
2907
EJMK Ventures
Illinois
$334K +$19.4K +77 +7%
BWM
2908
Biltmore Wealth Management
Arizona
$334K -$11.3K -45 -4%
SFPG
2909
Stonebridge Financial Planning Group
Florida
$334K +$4.79K +19 +2%
BWMG
2910
Barnes Wealth Management Group
California
$334K +$1.26K +5 +0.4%
PW
2911
PUREfi Wealth
Massachusetts
$333K +$38K +151 +15%
BWA
2912
Basecamp Wealth Advisors
Washington
$333K -$104K -414 -26%
CPP
2913
Capasso Planning Partners
South Carolina
$333K – – –
HFS
2914
Hopwood Financial Services
Virginia
$332K -$2.52K -10 -0.8%
WC
2915
Woodstock Corp
Massachusetts
$331K – – –
HVP
2916
Hudson Value Partners
Florida
$330K – – –
PAG
2917
Paladin Advisory Group
Iowa
$330K – – –
CCA
2918
Cadent Capital Advisors
Oklahoma
$330K +$21.4K +85 +8%
CCC
2919
Compass Capital Corp
Massachusetts
$329K -$1.26K -5 -0.4%
JBA
2920
Johnson Bixby & Associates
Washington
$329K – – –
WA
2921
WESPAC Advisors
California
$329K – – –
FCIM
2922
Fairview Capital Investment Management
California
$328K +$72.6K +288 +33%
CCMG
2923
Connecticut Capital Management Group
Connecticut
$327K -$11.1K -44 -4%
NCMW
2924
Northern Capital Management (Washington)
Washington
$327K +$252 +1 +0.1%
KSB
2925
Kennebec Savings Bank
Maine
$326K +$176K +700 +152%
115 116
117
118 119