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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
3076
BNC Wealth Management
Oregon
$227K +$199K +771 New
UFF
3077
USA Financial Formulas
Michigan
$227K -$36.8K -143 -16%
EA
3078
Emerald Advisors
Washington
$227K +$198K +769 New
SCA
3079
Sippican Capital Advisors
Massachusetts
$226K +$198K +768 New
CP
3080
Capital Planning
Washington
$226K +$198K +767 New
CSI
3081
Clark & Stuart Inc
Maine
$226K +$198K +767 New
WFA
3082
West Financial Advisors
Iowa
$226K – – –
KG
3083
Kieckhefer Group
Wisconsin
$226K +$197K +766 New
HWM
3084
Hobbs Wealth Management
Indiana
$226K -$53.8K -209 -21%
AWM
3085
Affinity Wealth Management
Delaware
$226K +$197K +765 New
HG
3086
Harbor Group
New Hampshire
$226K +$197K +765 New
DFG
3087
Dupree Financial Group
Kentucky
$225K -$106K -412 -35%
NWWA
3088
New Wave Wealth Advisors
Arkansas
$225K +$197K +763 New
MAM
3089
Marquette Asset Management
Minnesota
$225K – – –
IWM
3090
IMG Wealth Management
Florida
$224K -$59.5K -231 -23%
FPW
3091
Flywheel Private Wealth
California
$223K +$195K +755 New
PA
3092
PFW Advisors
Georgia
$222K +$194K +754 New
KWA
3093
Kondo Wealth Advisors
California
$222K +$196K +760 New
FLP
3094
Financial Life Planners
Arizona
$221K +$30.7K +119 +19%
AFP
3095
Advus Financial Partners
Florida
$221K +$193K +751 New
NI
3096
NCP Inc
California
$221K -$38.6K -150 -17%
EGA
3097
Eagle Global Advisors
Texas
$221K +$193K +750 New
HCM
3098
Hollencrest Capital Management
California
$221K -$57.2K -222 -23%
THCM
3099
Taylor Hoffman Capital Management
Virginia
$221K +$193K +749 New
DCM
3100
DGS Capital Management
New Jersey
$220K +$193K +748 New
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