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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
CWRP
3201
Cassady Wealth & Retirement Planning
Nevada
$244K +$218K +866 New
MAM
3202
McLean Asset Management
Virginia
$243K +$274K +1,088 New
OWA
3203
OakTrust Wealth Advisors
Connecticut
$243K -$12.8K -51 -6%
FNA
3204
First National Advisers
Nebraska
$243K +$218K +864 New
CFO
3205
Custos Family Office
Texas
$243K +$5.04K +20 +2%
CFG
3206
Compton Financial Group
Maryland
$242K +$7.56K +30 +4%
HGWM
3207
Horst & Graben Wealth Management
Oregon
$242K +$213K +847 New
MW
3208
Marble Wealth
Alabama
$242K -$5.54K -22 -2%
APA
3209
Astoria Portfolio Advisors
New York
$242K +$217K +862 New
FC
3210
Financial Council
Maryland
$242K – – –
MS
3211
Monetary Solutions
Ohio
$242K – – –
CAM
3212
Costello Asset Management
Pennsylvania
$242K +$27K +107 +14%
SWM
3213
Segment Wealth Management
Texas
$241K -$54.7K -217 -20%
RFG
3214
REAP Financial Group
Texas
$241K +$26.7K +106 +14%
IPA
3215
Investment Planning Advisors
Georgia
$241K +$3.27K +13 +2%
OFP
3216
OFC Financial Planning
New Jersey
$241K – – –
SC
3217
Stephenson & Company
California
$241K – – –
BC
3218
Brio Consultants
California
$241K +$216K +856 New
PWM
3219
Penobscot Wealth Management
Maine
$241K +$1.26K +5 +0.6%
SC
3220
Saiph Capital
New Jersey
$240K +$215K +854 New
BHWM
3221
Bellars Harris Wealth Management
Virginia
$240K +$215K +854 New
MCM
3222
McKinney Capital Management
Texas
$240K – – –
LWP
3223
LeClair Wealth Partners
Ohio
$240K +$215K +852 New
PRS
3224
Pinkerton Retirement Specialists
Idaho
$239K +$13.6K +54 +6%
WHCFA
3225
William Howard & Co Financial Advisors
Tennessee
$239K – – –
127 128
129
130 131