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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
WFA
3226
Wells Financial Advisors
Massachusetts
$14.4K – – –
TCA
3227
Trifecta Capital Advisors
Illinois
$13.7K -$245 -1 -2%
CAWM
3228
Capital A Wealth Management
Pennsylvania
$13.2K +$4.4K +18 +51%
MSFP
3229
Mark Sheptoff Financial Planning
Connecticut
$12.8K – – –
RAM
3230
Ramirez Asset Management
New York
$12.4K – – –
NMG
3231
New Millennium Group
Utah
$12.2K -$2.94K -12 -20%
FG
3232
Fairman Group
Pennsylvania
$10.5K – – –
WCM
3233
Westend Capital Management
California
$9.95K – – –
DWM
3234
Dogwood Wealth Management
Kansas
$9.7K +$9.54K +39 New
NWM
3235
Navigoe Wealth Management
California
$9K – – –
FW
3236
Fairway Wealth
Ohio
$8.95K -$8.32K -34 -49%
HWM
3237
Horizons Wealth Management
North Carolina
$8.7K – – –
PWA
3238
Principia Wealth Advisory
Texas
$8.47K +$3.18K +13 +57%
CI
3239
Cordant Inc
Oregon
$7.46K – – –
WW
3240
Winnow Wealth
Texas
$6.53K +$1.96K +8 +42%
BCM
3241
Berbice Capital Management
New York
$6.22K +$6.12K +25 New
NL
3242
NVWM LLC
Pennsylvania
$5.97K +$1.71K +7 +41%
AS
3243
Altshuler Shaham
Israel
$5.97K +$5.87K +24 New
BWM
3244
Bernard Wealth Management
Michigan
$5.72K +$5.63K +23 New
BHWM
3245
Bay Harbor Wealth Management
Maryland
$4.97K +$4.89K +20 New
A
3246
AlphaQuest
New York
$4.48K +$4.4K +18 New
FWP
3247
Fiduciary Wealth Partners
Massachusetts
$4.23K +$4.16K +17 New
CFP
3248
Comprehensive Financial Planning
Pennsylvania
$3.98K -$1.22K -5 -24%
WA
3249
WestEnd Advisors
North Carolina
$3.73K +$2.69K +11 +275%
BFS
3250
Bare Financial Services
Pennsylvania
$3.73K +$3.67K +15 New
128 129
130
131 132