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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
IWM
3176
IMG Wealth Management
Florida
$249K +$9.32K +37 +4%
USWIA
3177
UP Strategic Wealth Investment Advisors
Pennsylvania
$248K +$21.9K +87 +9%
AGC
3178
August Group Capital
$248K +$222K +882 New
PHWM
3179
Palatine Hill Wealth Management
Michigan
$248K +$4.03K +16 +2%
CGH
3180
CMG Global Holdings
Texas
$248K +$222K +881 New
CFG
3181
Copley Financial Group
California
$248K -$110K -435 -33%
FFL
3182
Financial Freedom LLC
Ohio
$248K – – –
MLRA
3183
Main Line Retirement Advisors
Montana
$248K – – –
BW
3184
Blalock Williams
Alabama
$247K +$12.6K +50 +6%
NFA
3185
Northwest Financial Advisors
Virginia
$247K +$3.78K +15 +2%
MFG
3186
Mustico Financial Group
New York
$247K +$4.79K +19 +2%
LSC
3187
Lesa Sroufe & Co
Washington
$247K – – –
RK
3188
Rather & Kittrell
Tennessee
$247K -$8.82K -35 -4%
RYIA
3189
Roehl & Yi Investment Advisors
Oregon
$247K -$756 -3 -0.3%
RWA
3190
Redhawk Wealth Advisors
Minnesota
$246K -$43.6K -173 -16%
CWG
3191
Crown Wealth Group
North Carolina
$245K +$5.79K +23 +3%
IWA
3192
Independent Wealth Advisors
North Carolina
$245K +$9.07K +36 +4%
EPW
3193
Evergreen Private Wealth
Colorado
$245K – – –
HFS
3194
Horizon Financial Services
North Carolina
$245K +$57.7K +229 +36%
CA
3195
CGN Advisors
Kansas
$245K -$41.1K -163 -16%
DBFM
3196
Dickmeyer Boyce Financial Management
Indiana
$245K +$504 +2 +0.2%
DSCM
3197
Del-Sette Capital Management
New York
$245K -$2.62M -10,395 -92%
OCFG
3198
O'Connor Financial Group
Illinois
$245K +$7.56K +30 +4%
PA
3199
Prairie Advisory
Kansas
$244K +$219K +869 New
FNWM
3200
Financial Network Wealth Management
Utah
$244K – – –
126 127
128
129 130