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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
3176
CGN Advisors
Kansas
$245K -$41.1K -163 -16%
DBFM
3177
Dickmeyer Boyce Financial Management
Indiana
$245K +$504 +2 +0.2%
DSCM
3178
Del-Sette Capital Management
New York
$245K -$2.62M -10,395 -92%
OCFG
3179
O'Connor Financial Group
Illinois
$245K +$7.56K +30 +4%
PA
3180
Prairie Advisory
Kansas
$244K +$219K +869 New
FNWM
3181
Financial Network Wealth Management
Utah
$244K – – –
CWRP
3182
Cassady Wealth & Retirement Planning
Nevada
$244K +$218K +866 New
MAM
3183
McLean Asset Management
Virginia
$243K +$274K +1,088 New
OWA
3184
OakTrust Wealth Advisors
Connecticut
$243K -$12.8K -51 -6%
FNA
3185
First National Advisers
Nebraska
$243K +$218K +864 New
CFO
3186
Custos Family Office
Texas
$243K +$5.04K +20 +2%
CFG
3187
Compton Financial Group
Maryland
$242K +$7.56K +30 +4%
HGWM
3188
Horst & Graben Wealth Management
Oregon
$242K +$213K +847 New
MW
3189
Marble Wealth
Alabama
$242K -$5.54K -22 -2%
APA
3190
Astoria Portfolio Advisors
New York
$242K +$217K +862 New
FC
3191
Financial Council
Maryland
$242K – – –
MS
3192
Monetary Solutions
Ohio
$242K – – –
CAM
3193
Costello Asset Management
Pennsylvania
$242K +$27K +107 +14%
SWM
3194
Segment Wealth Management
Texas
$241K -$54.7K -217 -20%
RFG
3195
REAP Financial Group
Texas
$241K +$26.7K +106 +14%
IPA
3196
Investment Planning Advisors
Georgia
$241K +$3.27K +13 +2%
OFP
3197
OFC Financial Planning
New Jersey
$241K – – –
SC
3198
Stephenson & Company
California
$241K – – –
BC
3199
Brio Consultants
California
$241K +$216K +856 New
PWM
3200
Penobscot Wealth Management
Maine
$241K +$1.26K +5 +0.6%
126 127
128
129 130