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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
PK
3126
Pflug Koory
Nebraska
$260K – – –
NQWM
3127
Northwest Quadrant Wealth Management
Oregon
$259K +$1.51K +6 +0.7%
PWM
3128
Parkshore Wealth Management
California
$259K +$1.01K +4 +0.4%
KFG
3129
Kelly Financial Group
Connecticut
$259K +$5.04K +20 +2%
SA
3130
Sunesis Advisors
Kansas
$258K – – –
LWM
3131
Level Wealth Management
North Carolina
$258K – – –
EA
3132
Ellsworth Advisors
Ohio
$258K +$2.02K +8 +0.7%
DWM
3133
DecisionMap Wealth Management
Virginia
$258K -$504 -2 -0.2%
IWA
3134
Inspirion Wealth Advisors
Illinois
$256K – – –
BP
3135
Broadleaf Partners
Ohio
$256K -$504 -2 -0.2%
SHFA
3136
SC&H Financial Advisors
Maryland
$256K -$44.3K -176 -16%
OCM
3137
Orleans Capital Management
Louisiana
$256K +$230K +911 New
DT
3138
DV Trading
Illinois
$256K -$29K -115 -11%
SI
3139
Stirlingshire Investments
New York
$256K +$229K +909 New
CRI
3140
Colonial River Investments
Virginia
$256K -$89.4K -355 -28%
TFG
3141
Taylor Financial Group
Virginia
$255K – – –
AAMC
3142
Asset Allocation & Management Company
Illinois
$255K – – –
AWM
3143
AAF Wealth Management
Massachusetts
$255K +$228K +905 New
PIMG
3144
Patriot Investment Management Group
Tennessee
$255K -$50.4K -200 -18%
CWM
3145
Castle Wealth Management
Florida
$255K +$228K +905 New
WFAG
3146
Worth Financial Advisory Group
North Carolina
$254K +$228K +905 New
TCM
3147
Tradewinds Capital Management
Washington
$254K – – –
SWASL
3148
Spartan Wealth Advisory Services LLC
Michigan
$254K +$252 +1 +0.1%
SWM
3149
Stronghold Wealth Management
Florida
$254K -$2.52K -10 -1%
OAS
3150
Optivise Advisory Services
Tennessee
$254K +$228K +903 New
124 125
126
127 128