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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
RYIA
3376
Roehl & Yi Investment Advisors
Oregon
$215K +$299 +1 +0.1%
FWM
3377
Forefront Wealth Management
Pennsylvania
$214K -$3.59K -12 -2%
RBWA
3378
RFG - Bristol Wealth Advisors
Massachusetts
$214K -$4.19K -14 -2%
AIA
3379
Arbor Investment Advisors
North Carolina
$214K -$526K -1,756 -71%
MI
3380
Moneywise Inc
Virginia
$214K +$216K +722 New
AWM
3381
Able Wealth Management
New Jersey
$214K +$36.2K +121 +14%
SWP
3382
ShoreHaven Wealth Partners
New Jersey
$214K +$599 +2 +0.3%
OFG
3383
OmniStar Financial Group
North Carolina
$213K +$898 +3 +0.4%
TLP
3384
Trinity Legacy Partners
Texas
$213K – – –
CWRP
3385
Cassady Wealth & Retirement Planning
Nevada
$213K +$216K +720 New
DPI
3386
Diversified Portfolios Inc
Michigan
$213K +$216K +720 New
VIM
3387
Vancity Investment Management
British Columbia, Canada
$213K +$215K +719 New
RPSA
3388
Richard P. Slaughter Associates
Texas
$212K -$3.89K -13 -2%
LFA
3389
Lauterbach Financial Advisors
Texas
$212K +$214K +714 New
COFSG
3390
Carbahal Olsen Financial Services Group
California
$211K – – –
BH
3391
Burk Holdings
Oklahoma
$211K +$213K +712 New
MHB
3392
Midwest Heritage Bank
Iowa
$211K -$29.9K -100 -12%
2L
3393
25 LLC
Missouri
$211K +$213K +711 New
ZI
3394
ZEGA Investments
Florida
$210K +$212K +708 New
MAS
3395
MPWM Advisory Solutions
Georgia
$210K -$134K -449 -39%
W
3396
WPWealth
Texas
$209K +$211K +706 New
UBV
3397
United Bank (Virginia)
Virginia
$209K +$211K +705 New
AIM
3398
Alhambra Investment Management
Florida
$209K +$211K +704 New
MM
3399
MQS Management
New York
$208K +$211K +703 New
FFG
3400
Foundry Financial Group
New Hampshire
$207K -$3.89K -13 -2%
134 135
136
137 138