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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
SA
3126
Sunesis Advisors
Kansas
$274K – – –
AWM
3127
Aviso Wealth Management
Washington
$274K +$18.3K +61 +7%
PK
3128
Pflug Koory
Nebraska
$274K – – –
WH
3129
Whitcomb & Hess
Ohio
$273K – – –
BW
3130
Blalock Williams
Alabama
$273K -$131K -436 -32%
FWMM
3131
Foundation Wealth Management (Missouri)
Missouri
$273K +$16.2K +54 +6%
MDA
3132
Minot DeBlois Advisors
Massachusetts
$272K +$121K +404 +78%
DWM
3133
Denver Wealth Management
Colorado
$272K -$898 -3 -0.3%
AFWM
3134
AMJ Financial Wealth Management
Virginia
$272K -$7.49K -25 -3%
MAG
3135
M3 Advisory Group
Massachusetts
$272K +$15.3K +51 +6%
NWWA
3136
New Wave Wealth Advisors
Arkansas
$272K – – –
LWM
3137
Level Wealth Management
North Carolina
$272K -$66.5K -222 -19%
BP
3138
Broadleaf Partners
Ohio
$271K -$599 -2 -0.2%
CIS
3139
Connors Investor Services
Pennsylvania
$271K – – –
EPAM
3140
Euro Pacific Asset Management
Puerto Rico
$271K +$8.98K +30 +3%
IWA
3141
Inspirion Wealth Advisors
Illinois
$271K +$274K +914 New
MWM
3142
MinichMacGregor Wealth Management
New York
$270K +$6.59K +22 +2%
OQS
3143
Occudo Quantitative Strategies
Florida
$270K +$273K +912 New
CWM
3144
Cherrydale Wealth Management
New Jersey
$270K – – –
PWM
3145
Parkshore Wealth Management
California
$270K +$1.2K +4 +0.4%
NSG
3146
Nalls Sherbakoff Group
Tennessee
$269K +$102K +340 +60%
ACM
3147
Argent Capital Management
Missouri
$269K – – –
HWMG
3148
Hurlow Wealth Management Group
Indiana
$268K -$14.4K -48 -5%
KFG
3149
Kelly Financial Group
Connecticut
$268K – – –
MCCP
3150
Mission Creek Capital Partners
California
$268K – – –
124 125
126
127 128