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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
SWMG
2901
Stillwater Wealth Management Group
Florida
$277K +$20.3K +75 +7%
PRS
2902
Pinkerton Retirement Specialists
Idaho
$276K – – –
EWM
2903
Elmwood Wealth Management
California
$275K +$11.9K +44 +4%
HT
2904
Headlands Technologies
Illinois
$275K +$307K +1,136 New
CWM
2905
Centurion Wealth Management
Virginia
$274K -$1.08K -4 -0.4%
LEA
2906
Legacy Edge Advisors
New York
$274K +$20.8K +77 +7%
DWS
2907
Discipline Wealth Solutions
South Carolina
$274K +$73.9K +273 +32%
BCM
2908
Bannerstone Capital Management
Minnesota
$274K -$541 -2 -0.2%
EMAM
2909
Encompass More Asset Management
California
$274K -$13K -48 -4%
IIA
2910
Integral Investment Advisors
California
$273K -$27.1K -100 -8%
PIA
2911
Pinion Investment Advisors
Kansas
$273K +$43.8K +162 +17%
MCCA
2912
Mill Creek Capital Advisors
Pennsylvania
$273K -$2.44K -9 -0.8%
COI
2913
Connable Office Inc
Michigan
$272K -$1.33M -4,920 -81%
WCM
2914
Warburton Capital Management
Oklahoma
$272K -$20.6K -76 -6%
IGAM
2915
iA Global Asset Management
Quebec, Canada
$272K +$304K +1,124 New
CFP
2916
Cypress Financial Planning
New Jersey
$272K +$5.41K +20 +2%
BAM
2917
Burkett Asset Management
$271K – – –
TWPM
2918
Total Wealth Planning & Management
Florida
$270K – – –
IPWA
2919
International Private Wealth Advisors
California
$270K +$19.5K +72 +7%
EV
2920
EJMK Ventures
Illinois
$269K +$45.5K +168 +18%
OWA
2921
Outlook Wealth Advisors
Texas
$269K – – –
SFSG
2922
Sound Financial Strategies Group
Mississippi
$269K -$414K -1,530 -58%
MCP
2923
Miller Capital Partners
Michigan
$269K – – –
RI
2924
Ruggiero Investments
Florida
$269K – – –
CWWM
2925
Clear Wave Wealth Management
New Jersey
$269K +$300K +1,110 New
115 116
117
118 119