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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
CFAM
3101
Center For Asset Management
Florida
$263K +$1.26K +5 +0.5%
PCM
3102
Pennsylvania Capital Management
Pennsylvania
$263K +$252 +1 +0.1%
AIA
3103
Accelerate Investment Advisors
California
$262K -$6.3K -25 -3%
MAV
3104
Mason & Associates (Virginia)
Virginia
$262K – – –
AFC
3105
AFT Forsyth & Company
Florida
$262K -$31.5K -125 -12%
HWA
3106
HHM Wealth Advisors
Tennessee
$261K +$10.3K +41 +5%
PD
3107
Planning Directions
Pennsylvania
$261K -$32.5K -129 -12%
PK
3108
Pflug Koory
Nebraska
$260K – – –
NQWM
3109
Northwest Quadrant Wealth Management
Oregon
$259K +$1.51K +6 +0.7%
PWM
3110
Parkshore Wealth Management
California
$259K +$1.01K +4 +0.4%
KFG
3111
Kelly Financial Group
Connecticut
$259K +$5.04K +20 +2%
SA
3112
Sunesis Advisors
Kansas
$258K – – –
LWM
3113
Level Wealth Management
North Carolina
$258K – – –
EA
3114
Ellsworth Advisors
Ohio
$258K +$2.02K +8 +0.7%
DWM
3115
DecisionMap Wealth Management
Virginia
$258K -$504 -2 -0.2%
IWA
3116
Inspirion Wealth Advisors
Illinois
$256K – – –
BP
3117
Broadleaf Partners
Ohio
$256K -$504 -2 -0.2%
SHFA
3118
SC&H Financial Advisors
Maryland
$256K -$44.3K -176 -16%
OCM
3119
Orleans Capital Management
Louisiana
$256K +$230K +911 New
DT
3120
DV Trading
Illinois
$256K -$29K -115 -11%
SI
3121
Stirlingshire Investments
New York
$256K +$229K +909 New
CRI
3122
Colonial River Investments
Virginia
$256K -$89.4K -355 -28%
TFG
3123
Taylor Financial Group
Virginia
$255K – – –
AAMC
3124
Asset Allocation & Management Company
Illinois
$255K – – –
AWM
3125
AAF Wealth Management
Massachusetts
$255K +$228K +905 New
123 124
125
126 127