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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
CFS
3001
CGC Financial Services
Oregon
$83.1K – – –
BTC
3002
Bank & Trust Company
Illinois
$82.7K – – –
MAM
3003
Meeder Asset Management
Ohio
$82K -$44.3K -199 -35%
AWM
3004
Accredited Wealth Management
Kentucky
$80.5K +$81.5K +366 New
CWM
3005
Centricity Wealth Management
Ohio
$80K +$81.1K +364 New
HC
3006
Hoese & Co
Minnesota
$78.5K +$79.5K +357 New
CAM
3007
Clarity Asset Management
Iowa
$78.4K +$668 +3 +0.8%
PAG
3008
Paladin Advisory Group
Iowa
$76.5K – – –
NOI
3009
Newton One Investments
Delaware
$76.3K +$77.3K +347 New
WTFG
3010
Wood Tarver Financial Group
Idaho
$76K +$77.3K +347 New
FLP
3011
Financial Life Planners
Arizona
$72.6K +$73.3K +329 New
HIMS
3012
Hager Investment Management Services
New Hampshire
$72.5K +$73.5K +330 New
RF
3013
Robbins Farley
New Hampshire
$70.1K +$1.34K +6 +2%
MSWM
3014
Mowery & Schoenfeld Wealth Management
Illinois
$69.5K +$16.9K +76 +32%
PPA
3015
Painted Porch Advisors
California
$69.2K +$33K +148 +89%
AW
3016
Avion Wealth
Texas
$69K +$1.56K +7 +2%
PCFFS
3017
Pacific Center for Financial Services
California
$68.6K – – –
WA
3018
Whipplewood Advisors
Colorado
$67.9K +$68.8K +309 New
BCPWM
3019
Bradley & Co Private Wealth Management
Florida
$67K +$67.9K +305 New
DF
3020
Dunhill Financial
United Kingdom
$66.1K +$14K +63 +26%
BFP
3021
Briaud Financial Planning
Texas
$66K +$4.23K +19 +7%
ATC
3022
Advantage Trust Company
Kansas
$65.9K – – –
W
3023
WealthCollab
Washington
$65.9K – – –
KFP
3024
Keener Financial Planning
Texas
$65K – – –
TFGT
3025
TS Financial Group (TSFG)
Illinois
$65K +$223 +1 +0.3%
119 120
121
122 123