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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
PRI
2951
Prepared Retirement Institute
Pennsylvania
$329K +$40.1K +134 +14%
CW
2952
CrossGen Wealth
North Carolina
$328K +$331K +1,106 New
GFM
2953
GF Fund Management
China
$327K -$553K -1,845 -63%
PCMNC
2954
Piedmont Capital Management (North Carolina)
North Carolina
$327K +$330K +1,103 New
LWM
2955
LJI Wealth Management
Indiana
$326K – – –
TCM
2956
Triumph Capital Management
Colorado
$326K +$18.9K +63 +6%
IWMO
2957
Integrated Wealth Management (Ohio)
Ohio
$325K +$328K +1,096 New
PIMG
2958
Patriot Investment Management Group
Tennessee
$324K – – –
ELC
2959
Edgar Lomax Company
Virginia
$324K -$53.5M -178,682 -99%
MIA
2960
MeadowBrook Investment Advisors
Michigan
$324K -$33.2K -111 -9%
EWM
2961
Elmwood Wealth Management
California
$323K -$11.4K -38 -3%
AL
2962
ADE LLC
Maryland
$323K – – –
ALA
2963
Atlas Legacy Advisors
California
$323K +$5.39K +18 +2%
SG
2964
Sharper & Granite
California
$323K – – –
SHFA
2965
SC&H Financial Advisors
Maryland
$322K +$326K +1,088 New
SWG
2966
Summit Wealth Group
Vermont
$322K +$21.6K +72 +7%
CCA
2967
Cadent Capital Advisors
Oklahoma
$322K -$2.4K -8 -0.7%
WDL
2968
Well Done LLC
Michigan
$321K -$299 -1 -0.1%
PC
2969
PCB Capital
New Jersey
$320K +$324K +1,082 New
FFA
2970
Florida Financial Advisors
Florida
$320K +$40.1K +134 +14%
VFG
2971
V2 Financial group
Illinois
$320K – – –
BHWM
2972
Beaird Harris Wealth Management
Texas
$319K – – –
RC
2973
Rovin Capital
Arizona
$319K +$24K +80 +8%
PRP
2974
Peak Retirement Planning
Ohio
$319K -$27.9K -93 -8%
GGS
2975
Galvin Gaustad & Stein
Arizona
$318K +$322K +1,074 New
117 118
119
120 121