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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
3176
Aufman Associates
Pennsylvania
$206K – – –
BAWC
3177
Boyce & Associates Wealth Consulting
Texas
$206K +$1.31K +5 +0.7%
SCA
3178
Sippican Capital Advisors
Massachusetts
$205K -$10.5K -40 -5%
AAM
3179
Aureus Asset Management
Massachusetts
$205K – – –
JBI
3180
John Boyer Inc
Florida
$205K +$190K +727 New
RYIA
3181
Roehl & Yi Investment Advisors
Oregon
$204K -$262 -1 -0.1%
FA
3182
FF Advisors
California
$204K +$1.05K +4 +0.6%
DI
3183
Disciplined Investors
Texas
$204K +$189K +722 New
TVAMP
3184
Tennessee Valley Asset Management Partners
Tennessee
$204K +$189K +722 New
IWN
3185
Independent Wealth Network
Iowa
$203K +$189K +721 New
SWP
3186
ShoreHaven Wealth Partners
New Jersey
$203K -$6.28K -24 -3%
NWM
3187
Napa Wealth Management
California
$203K -$1.16M -4,422 -86%
AWM
3188
Abound Wealth Management
Tennessee
$203K +$6.54K +25 +4%
OFG
3189
OmniStar Financial Group
North Carolina
$203K -$46.9K -179 -20%
DWS
3190
Discipline Wealth Solutions
South Carolina
$202K +$188K +717 New
CIS
3191
Custom Index Systems
New York
$202K +$187K +716 New
MCM
3192
M1 Capital Management
Michigan
$202K +$187K +715 New
PAG
3193
Powers Advisory Group
Illinois
$202K -$16.2K -62 -8%
FFG
3194
Foundry Financial Group
New Hampshire
$201K -$15.7K -60 -8%
COFSG
3195
Carbahal Olsen Financial Services Group
California
$201K – – –
HNWA
3196
Henrickson Nauta Wealth Advisors
Michigan
$201K -$5.5K -21 -3%
WA
3197
Westfuller Advisors
New York
$200K +$186K +710 New
CTWM
3198
Cherry Tree Wealth Management
Minnesota
$198K -$22K -84 -11%
HHGA
3199
Halbert Hargrove Global Advisors
California
$196K +$182K +694 New
FMP
3200
Financial Management Professionals
Texas
$195K +$524 +2 +0.3%
126 127
128
129 130