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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
MG
3001
McHugh Group
Ohio
$289K – – –
BHWM
3002
Beaird Harris Wealth Management
Texas
$289K – – –
LAM
3003
Lountzis Asset Management
Pennsylvania
$288K -$120K -475 -32%
HAS
3004
Holland Advisory Services
Florida
$288K -$38K -151 -13%
CGFA
3005
Colton Groome Financial Advisors
North Carolina
$288K +$5.79K +23 +2%
FRA
3006
Front Row Advisors
California
$286K – – –
TI
3007
Truepoint Inc
Ohio
$286K – – –
AWM
3008
Affinity Wealth Management
Delaware
$286K +$256K +1,016 New
HWM
3009
Howard Wealth Management
Connecticut
$285K +$255K +1,014 New
PCWA
3010
Pacific Capital Wealth Advisors
California
$285K – – –
MC
3011
Matisse Capital
Oregon
$285K – – –
IA
3012
Intellus Advisors
Florida
$285K +$46.1K +183 +22%
CL
3013
CIM LLC
New York
$285K – – –
QFP
3014
Quantum Financial Partners
Kansas
$285K +$255K +1,012 New
APWA
3015
Atlas Private Wealth Advisors
New Jersey
$284K +$1.26K +5 +0.5%
OFA
3016
Orographic Financial Advisors
Colorado
$284K – – –
RFN
3017
Redwood Financial Network
Ohio
$284K +$254K +1,010 New
MWM
3018
Maridea Wealth Management
New York
$284K +$254K +1,008 New
WAM
3019
Weinberger Asset Management
California
$284K -$5.79K -23 -2%
MWM
3020
MinichMacGregor Wealth Management
New York
$283K +$7.81K +31 +3%
SL
3021
SWMG LLC
Texas
$283K +$1.76K +7 +0.5%
CWM
3022
Centurion Wealth Management
Virginia
$283K -$31.7K -126 -11%
PRI
3023
Prepared Retirement Institute
Pennsylvania
$282K +$23.9K +95 +10%
FWM
3024
Finer Wealth Management
Massachusetts
$282K – – –
VAMG
3025
Voisard Asset Management Group
Michigan
$282K +$26.2K +104 +12%
119 120
121
122 123