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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
KC
3051
Knuff & Co
California
$281K – – –
JWM
3052
Jupiter Wealth Management
Colorado
$281K +$252K +1,000 New
DF
3053
Define Financial
California
$281K +$252K +999 New
WSWA
3054
Warren Street Wealth Advisors
California
$281K -$27.2K -108 -10%
IWAO
3055
Independence Wealth Advisors (Ohio)
Ohio
$281K – – –
GA
3056
GSG Advisors
New Jersey
$280K +$22.2K +88 +10%
WDL
3057
Well Done LLC
Michigan
$280K -$504 -2 -0.2%
EW
3058
Enzi Wealth
Texas
$279K -$51.4K -204 -14%
LIP
3059
Lynch Investment Planning
Pennsylvania
$279K +$1.26K +5 +0.5%
HCA
3060
Heck Capital Advisors
Wisconsin
$279K +$250K +993 New
FFG
3061
Fortem Financial Group
California
$279K +$250K +992 New
CG
3062
Clarus Group
Texas
$279K -$150K -597 -38%
HKIMG
3063
Hutchens & Kramer Investment Management Group
Indiana
$279K – – –
HSG
3064
Helen Stephens Group
Texas
$279K +$27K +107 +12%
EIA
3065
Edgemoor Investment Advisors
Maryland
$278K – – –
APW
3066
Allied Private Wealth
Florida
$278K +$232K +919 New
HIW
3067
Holos Integrated Wealth
Pennsylvania
$278K – – –
FWP
3068
Flatrock Wealth Partners
California
$278K +$11.6K +46 +5%
VFA
3069
Voya Financial Advisors
Connecticut
$277K -$48.1K -191 -16%
RFA
3070
Rollins Financial Advisors
New York
$277K +$248K +986 New
S
3071
SharpePoint
Arizona
$277K -$14.1K -56 -5%
SP
3072
Symmetry Partners
Connecticut
$277K +$248K +985 New
OWM
3073
Orca Wealth Management
Florida
$277K +$1.26K +5 +0.5%
MGI
3074
Miller Global Investments
Texas
$276K +$59K +234 +31%
IWMO
3075
Integrated Wealth Management (Ohio)
Ohio
$275K -$30K -119 -11%
121 122
123
124 125