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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
3001
Aviso Financial
Ontario, Canada
$85.1K – – –
OAJ
3002
Ogorek Anthony Joseph
New York
$84K -$1.78K -8 -2%
CFS
3003
CGC Financial Services
Oregon
$83.1K – – –
BTC
3004
Bank & Trust Company
Illinois
$82.7K – – –
MAM
3005
Meeder Asset Management
Ohio
$82K -$44.3K -199 -35%
AWM
3006
Accredited Wealth Management
Kentucky
$80.5K +$81.5K +366 New
CWM
3007
Centricity Wealth Management
Ohio
$80K +$81.1K +364 New
HC
3008
Hoese & Co
Minnesota
$78.5K +$79.5K +357 New
CAM
3009
Clarity Asset Management
Iowa
$78.4K +$668 +3 +0.8%
PAG
3010
Paladin Advisory Group
Iowa
$76.5K – – –
NOI
3011
Newton One Investments
Delaware
$76.3K +$77.3K +347 New
WTFG
3012
Wood Tarver Financial Group
Idaho
$76K +$77.3K +347 New
FLP
3013
Financial Life Planners
Arizona
$72.6K +$73.3K +329 New
HIMS
3014
Hager Investment Management Services
New Hampshire
$72.5K +$73.5K +330 New
RF
3015
Robbins Farley
New Hampshire
$70.1K +$1.34K +6 +2%
MSWM
3016
Mowery & Schoenfeld Wealth Management
Illinois
$69.5K +$16.9K +76 +32%
PPA
3017
Painted Porch Advisors
California
$69.2K +$33K +148 +89%
AW
3018
Avion Wealth
Texas
$69K +$1.56K +7 +2%
PCFFS
3019
Pacific Center for Financial Services
California
$68.6K – – –
RDIA
3020
RE Dickinson Investment Advisors
Iowa
$68.4K +$668 +3 +1%
WA
3021
Whipplewood Advisors
Colorado
$67.9K +$68.8K +309 New
BCPWM
3022
Bradley & Co Private Wealth Management
Florida
$67K +$67.9K +305 New
DF
3023
Dunhill Financial
United Kingdom
$66.1K +$14K +63 +26%
BFP
3024
Briaud Financial Planning
Texas
$66K +$4.23K +19 +7%
ATC
3025
Advantage Trust Company
Kansas
$65.9K – – –
119 120
121
122 123