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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
FWA
2926
Fidelis Wealth Advisors
Colorado
$325K +$290K +1,151 New
WF
2927
WealthPoint Financial
North Carolina
$325K -$12.8K -51 -4%
CFCI
2928
Comprehensive Financial Consultants Institutional
Indiana
$325K +$2.77K +11 +1%
SIC
2929
Shoker Investment Counsel
Ohio
$325K +$1.26K +5 +0.4%
NG
2930
Navigation Group
California
$324K – – –
BWM
2931
BlackDiamond Wealth Management
New York
$324K +$36.3K +144 +12%
ACA
2932
Aspire Capital Advisors
Washington
$324K +$31.5K +125 +12%
S
2933
ShariaPortfolio
Florida
$324K +$1.51K +6 +0.5%
LWM
2934
LJI Wealth Management
Indiana
$323K +$11.8K +47 +4%
BAG
2935
Bridgewealth Advisory Group
California
$323K +$756 +3 +0.3%
SFS
2936
Searcy Financial Services
Kansas
$323K – – –
MA
2937
MKT Advisors
California
$322K +$1.51K +6 +0.6%
ALA
2938
Atlas Legacy Advisors
California
$322K +$285K +1,131 New
KA
2939
Kozak & Associates
Colorado
$322K +$1.76K +7 +0.6%
PPA
2940
Pacific Point Advisors
California
$321K -$2.52K -10 -0.9%
CWA
2941
Consilio Wealth Advisors
Washington
$320K -$13.9K -55 -5%
NL
2942
Navalign LLC
California
$320K +$33K +131 +13%
PC
2943
PCB Capital
New Jersey
$320K +$7.31K +29 +3%
S
2944
Sunpointe
Missouri
$319K -$19.1K -76 -6%
WCM
2945
Warburton Capital Management
Oklahoma
$318K -$4.79K -19 -2%
CA
2946
Calton & Associates
Florida
$318K +$28.5K +113 +11%
DWP
2947
Destiny Wealth Partners
Florida
$318K -$125K -497 -26%
KAM
2948
Knightsbridge Asset Management
California
$317K -$80.4K -319 -22%
WPW
2949
Winthrop Partners - WNY
New York
$316K -$6.3K -25 -2%
COI
2950
Connable Office Inc
Michigan
$316K – – –
116 117
118
119 120