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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
3151
HMV Wealth Advisors
Louisiana
$205K +$179K +696 New
JTWM
3152
Jackson Thornton Wealth Management
Alabama
$205K -$136K -526 -43%
AG
3153
AmeriFlex Group
Nevada
$205K -$223K -864 -55%
AWM
3154
Abound Wealth Management
Tennessee
$205K +$1.55K +6 +0.9%
AWA
3155
Arbor Wealth Advisors
Michigan
$204K +$179K +693 New
SFS
3156
Sharp Financial Services
Pennsylvania
$204K -$29.6K -115 -14%
IWP
3157
Insight Wealth Partners
Texas
$203K +$178K +690 New
CWM
3158
Collaborative Wealth Management
Florida
$203K +$178K +690 New
CNWM
3159
Clay Northam Wealth Management
California
$203K -$83.7K -325 -32%
FMP
3160
Financial Management Professionals
Texas
$203K -$14.9K -58 -8%
TLP
3161
Trinity Legacy Partners
Texas
$203K +$185K +720 New
MI
3162
Moneywise Inc
Virginia
$203K +$177K +688 New
ONSWM
3163
Old North State Wealth Management
North Carolina
$203K +$176K +684 New
DPI
3164
Diversified Portfolios Inc
Michigan
$203K +$177K +687 New
T
3165
TrueFG
Texas
$203K +$177K +687 New
MFA
3166
Millington Financial Advisors
Illinois
$202K +$185K +717 New
PCA
3167
Purkiss Capital Advisors
Connecticut
$202K +$177K +686 New
IIM
3168
InTrack Investment Management
Vermont
$202K +$177K +686 New
SOAG
3169
Silver Oak Advisory Group
Oregon
$202K +$177K +687 New
FFA
3170
Frazier Financial Advisors
Ohio
$201K – – –
WG
3171
Watchman Group
Texas
$201K +$176K +683 New
WP
3172
Wealthspan Partners
Iowa
$201K +$176K +683 New
CM
3173
Cercano Management
Washington
$201K +$176K +682 New
LWP
3174
LeClair Wealth Partners
Ohio
$201K +$176K +682 New
PRS
3175
Pinkerton Retirement Specialists
Idaho
$201K -$98.7K -383 -36%
125 126
127
128 129