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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
SMF
3176
Sterling Manor Financial
New York
$209K – – –
OWM
3177
Opes Wealth Management
California
$209K +$22.2K +82 +11%
RAM
3178
Readystate Asset Management
Illinois
$209K +$233K +862 New
FC
3179
Financial Council
Maryland
$209K – – –
ACMA
3180
Arbor Capital Management (Alaska)
Alaska
$209K -$32.5K -120 -12%
MS
3181
Monetary Solutions
Ohio
$208K – – –
FFC
3182
First Financial Corp
Indiana
$208K -$2.44K -9 -1%
OFP
3183
OFC Financial Planning
New Jersey
$208K – – –
SC
3184
Stephenson & Company
California
$208K – – –
AT
3185
Avalon Trust
New Mexico
$207K -$32.5K -120 -12%
MCM
3186
McKinney Capital Management
Texas
$207K +$231K +853 New
PFM
3187
Peak Financial Management
Massachusetts
$206K – – –
PWM
3188
Penobscot Wealth Management
Maine
$206K – – –
CWG
3189
Crown Wealth Group
North Carolina
$206K +$17.6K +65 +8%
WHCFA
3190
William Howard & Co Financial Advisors
Tennessee
$206K -$10K -37 -4%
CCM
3191
Chickasaw Capital Management
Tennessee
$206K – – –
HIIFS
3192
Harel Insurance Investments & Financial Services
Israel
$206K +$230K +850 New
CL
3193
CVFG LLC
Indiana
$206K +$229K +848 New
IWM
3194
IMG Wealth Management
Florida
$205K -$38.4K -142 -14%
IPA
3195
Investment Planning Advisors
Georgia
$204K +$2.44K +9 +1%
CFO
3196
Custos Family Office
Texas
$204K -$23.5K -87 -9%
TW
3197
Towerpoint Wealth
California
$204K -$541 -2 -0.2%
SDH
3198
Sloy Dahl & Holst
Washington
$204K – – –
OCFG
3199
O'Connor Financial Group
Illinois
$204K -$812 -3 -0.4%
FL
3200
FreeGulliver LLC
Louisiana
$204K +$40K +148 +21%
126 127
128
129 130