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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
RFG
3226
REAP Financial Group
Texas
$182K +$27.9K +103 +16%
CAM
3227
Costello Asset Management
Pennsylvania
$182K +$40.9K +151 +25%
FLP
3228
Financial Life Planners
Arizona
$182K +$1.35K +5 +0.7%
BIA
3229
Bell Investment Advisors
California
$182K +$57.4K +212 +39%
MGI
3230
Miller Global Investments
Texas
$181K +$69K +255 +52%
PWMA
3231
Pension & Wealth Management Advisors
Massachusetts
$179K +$541 +2 +0.3%
KFP
3232
Kerr Financial Planning
California
$176K +$1.62K +6 +0.8%
MAS
3233
MPWM Advisory Solutions
Georgia
$172K +$271 +1 +0.1%
BGAI
3234
Bruce G. Allen Investments
Colorado
$170K +$47.4K +175 +33%
HNW
3235
High Note Wealth
Minnesota
$170K -$19.8K -73 -9%
FDP
3236
Financiere des Professionnels
Quebec, Canada
$170K +$54.1K +200 +40%
BH
3237
Burk Holdings
Oklahoma
$167K -$5.68K -21 -3%
PPC
3238
Park Place Capital
Alabama
$167K +$154K +569 +478%
JFA
3239
JNBA Financial Advisors
Minnesota
$166K +$78.5K +290 +73%
1CP
3240
1015 Capital Partners
Pennsylvania
$166K +$812 +3 +0.4%
BFP
3241
Birchwood Financial Partners
Minnesota
$166K – – –
OC
3242
Oakmont Corp
California
$164K – – –
JFGIW
3243
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$164K -$120K -442 -40%
PWA
3244
Physician Wealth Advisors
Utah
$158K -$4.87K -18 -3%
AFC
3245
Ares Financial Consulting
California
$158K +$22.7K +84 +15%
CM
3246
Capula Management
Cayman Islands
$157K -$184M -680,426 -100%
HFS
3247
Horizon Financial Services
North Carolina
$156K +$67.1K +248 +63%
CTWM
3248
Cherry Tree Wealth Management
Minnesota
$154K – – –
HHGA
3249
Halbert Hargrove Global Advisors
California
$152K – – –
KCM
3250
Key Capital Management
Tennessee
$152K +$65.8K +243 +63%
128 129
130
131 132