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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
3026
Aviso Wealth Management
Washington
$244K +$226K +865 New
FFG
3027
Fortem Financial Group
California
$244K +$36.6K +140 +19%
FWMM
3028
Foundation Wealth Management (Missouri)
Missouri
$244K +$18.8K +72 +9%
BS
3029
Brighton Securities
New York
$243K -$103K -393 -31%
SB
3030
Sunflower Bank
Texas
$243K +$1.57K +6 +0.7%
ECML
3031
Eagle Capital Management (Louisiana)
Louisiana
$243K – – –
FC
3032
Financial Council
Maryland
$243K – – –
CPA
3033
Clear Point Advisors
New York
$242K -$19.6K -75 -8%
OFP
3034
OFC Financial Planning
New Jersey
$242K – – –
SC
3035
Stephenson & Company
California
$242K – – –
AWA
3036
AGH Wealth Advisors
Kansas
$242K +$262 +1 +0.1%
DSA
3037
Droms Strauss Advisors
Missouri
$242K +$11.8K +45 +6%
BWP
3038
Barlow Wealth Partners
Kentucky
$241K – – –
CCAL
3039
City Center Advisors LLC
Michigan
$241K -$41.1K -157 -16%
BFWA
3040
Benchmark Financial Wealth Advisors
Florida
$241K +$3.93K +15 +2%
AF
3041
AtlasMark Financial
Texas
$240K – – –
PFM
3042
Peak Financial Management
Massachusetts
$240K – – –
CCM
3043
Chickasaw Capital Management
Tennessee
$240K – – –
PWM
3044
Penobscot Wealth Management
Maine
$240K -$11K -42 -5%
HGWM
3045
Horst & Graben Wealth Management
Oregon
$240K +$9.16K +35 +4%
VAMG
3046
Voisard Asset Management Group
Michigan
$239K +$2.36K +9 +1%
RCWM
3047
Royal Capital Wealth Management
Indiana
$238K – – –
MAA
3048
Matrix Asset Advisors
New York
$238K +$1.31K +5 +0.6%
SDH
3049
Sloy Dahl & Holst
Washington
$237K – – –
WA
3050
WPG Advisers
Maryland
$237K +$8.38K +32 +4%
120 121
122
123 124