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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
2976
Denver Wealth Management
Colorado
$260K +$3.4K +13 +1%
RWA
2977
Redhawk Wealth Advisors
Minnesota
$260K -$1.1M -4,198 -82%
BP
2978
Broadleaf Partners
Ohio
$259K +$13.1K +50 +6%
USWIA
2979
UP Strategic Wealth Investment Advisors
Pennsylvania
$259K – – –
NWWA
2980
New Wave Wealth Advisors
Arkansas
$259K +$40.3K +154 +20%
CIS
2981
Connors Investor Services
Pennsylvania
$258K +$12.8K +49 +6%
IWM
2982
IMG Wealth Management
Florida
$258K +$39.8K +152 +20%
APA
2983
Astoria Portfolio Advisors
New York
$257K -$64.7K -247 -22%
HC
2984
Headland Capital
South Carolina
$257K +$1.31K +5 +0.6%
CWM
2985
Cherrydale Wealth Management
New Jersey
$257K – – –
MCCP
2986
Mission Creek Capital Partners
California
$256K – – –
AAMC
2987
Asset Allocation & Management Company
Illinois
$256K – – –
ACM
2988
Argent Capital Management
Missouri
$256K – – –
PWM
2989
Parkshore Wealth Management
California
$256K +$1.31K +5 +0.6%
KFG
2990
Kelly Financial Group
Connecticut
$256K +$52.4K +200 +28%
MWM
2991
Meritas Wealth Management
California
$255K +$237K +905 New
AWA
2992
A4 Wealth Advisors
North Carolina
$255K +$236K +903 New
MCM
2993
Monument Capital Management
Virginia
$255K -$4.71K -18 -2%
WH
2994
Whitcomb & Hess
Ohio
$255K – – –
WFM
2995
Wolff Financial Management
Michigan
$255K – – –
BSA
2996
Bull Street Advisors
Georgia
$254K – – –
ATC
2997
Advantage Trust Company
Kansas
$254K -$78.5K -300 -25%
CCM
2998
Consolidated Capital Management
California
$254K – – –
FB
2999
Finward Bancorp
Indiana
$254K – – –
FIBT
3000
First International Bank & Trust
North Dakota
$253K -$262 -1 -0.1%
118 119
120
121 122