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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
3301
CCG Wealth Management
California
$230K +$12.6K +42 +6%
1WM
3302
1900 Wealth Management
Texas
$230K – – –
CCP
3303
Cassia Capital Partners
North Carolina
$230K +$232K +775 New
CCAL
3304
City Center Advisors LLC
Michigan
$230K -$23.7K -79 -9%
IW
3305
Imprint Wealth
South Carolina
$229K -$243K -812 -51%
SNBOSD
3306
Security National Bank of So Dak
Iowa
$229K -$19.5K -65 -8%
AFA
3307
Arlington Financial Advisors
California
$229K – – –
HNW
3308
High Note Wealth
Minnesota
$229K +$9.88K +33 +4%
IWA
3309
Independent Wealth Advisors
North Carolina
$229K +$232K +774 New
MAM
3310
McLean Asset Management
Virginia
$229K +$7.79K +26 +4%
BBPWM
3311
Blue Bell Private Wealth Management
Pennsylvania
$228K +$64.1K +214 +38%
KWA
3312
Kondo Wealth Advisors
California
$228K -$898 -3 -0.4%
AF
3313
AtlasMark Financial
Texas
$228K -$24K -80 -9%
BWM
3314
BNC Wealth Management
Oregon
$228K – – –
BC
3315
Brio Consultants
California
$228K -$58.1K -194 -20%
BAM
3316
Blueshift Asset Management
New Jersey
$228K +$231K +770 New
GB
3317
Goepper Burkhardt
South Carolina
$227K +$230K +768 New
CSI
3318
Clark & Stuart Inc
Maine
$227K – – –
HG
3319
Harbor Group
New Hampshire
$227K +$299 +1 +0.1%
KG
3320
Kieckhefer Group
Wisconsin
$227K – – –
AWM
3321
Affinity Wealth Management
Delaware
$227K – – –
GWMIA
3322
Global Wealth Management Investment Advisory
Florida
$226K -$2.4K -8 -1%
LW
3323
Livet Wealth
Utah
$225K +$228K +761 New
FGWP
3324
Founders Grove Wealth Partners
Virginia
$225K +$227K +758 New
SWP
3325
Semus Wealth Partners
Florida
$224K +$599 +2 +0.3%
131 132
133
134 135