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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
3276
Summit Financial Strategies
Ohio
$235K +$19.8K +66 +9%
LWM
3277
Lifetime Wealth Management
Texas
$235K +$238K +794 New
MCM
3278
McDonough Capital Management
Florida
$235K +$237K +793 New
FFG
3279
Fortem Financial Group
California
$235K -$21.3K -71 -8%
PA
3280
PFW Advisors
Georgia
$235K -$24.6K -82 -9%
RA
3281
Riversedge Advisors
Delaware
$234K +$237K +790 New
RTC
3282
Riverview Trust Company
Washington
$234K – – –
BWS
3283
BCR Wealth Strategies
Alabama
$234K +$237K +790 New
HWM
3284
HighMark Wealth Management
Minnesota
$234K +$1.2K +4 +0.5%
WFA
3285
West Financial Advisors
Iowa
$233K +$6.59K +22 +3%
OFW
3286
Omnia Family Wealth
Florida
$233K +$5.99K +20 +3%
WSFG
3287
Wall Street Financial Group
Illinois
$233K -$22.8K -76 -9%
RWM
3288
Riverchase Wealth Management
Texas
$233K – – –
BZWA
3289
Blue Zone Wealth Advisors
California
$233K -$28.5K -95 -11%
CWG
3290
Crown Wealth Group
North Carolina
$233K +$235K +785 New
HWM
3291
HFR Wealth Management
New York
$232K – – –
CPW
3292
Crestmont Private Wealth
Texas
$232K – – –
LCP
3293
Larch Capital Partners
Florida
$232K +$234K +782 New
OWM
3294
Opes Wealth Management
California
$231K -$62.6K -209 -21%
FWM
3295
FMA Wealth Management
Massachusetts
$231K – – –
SCA
3296
Stillwater Capital Advisors
Pennsylvania
$231K – – –
HIG
3297
Heritage Investment Group
Florida
$231K +$234K +780 New
TFO
3298
Tarbox Family Office
California
$231K -$2.69K -9 -1%
TWM
3299
Tanager Wealth Management
United Kingdom
$230K +$6.29K +21 +3%
EW
3300
Expressive Wealth
Illinois
$230K +$233K +777 New
130 131
132
133 134