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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
JFG
3401
JDM Financial Group
Texas
$9.31K +$5.24K +20 +154%
WWA
3402
Wealth Watch Advisors
Colorado
$9.03K +$8.38K +32 New
NWM
3403
Nova Wealth Management
Florida
$8.78K – – –
GF
3404
GGM Financials
Ohio
$8.47K +$7.85K +30 New
YP
3405
YANKCOM Partnership
South Dakota
$7.62K +$4.45K +17 +170%
WW
3406
Winnow Wealth
Texas
$7.36K -$17.3K -66 -72%
ACM
3407
Accent Capital Management
Ohio
$7.05K – – –
TCB
3408
Texas Capital Bancshares
Texas
$6.77K +$6.28K +24 New
CWM
3409
Cedar Wealth Management
California
$6.42K – – –
CJ
3410
Caitlin John
Michigan
$5.89K +$5.5K +21 New
IRAG
3411
Investment Research & Advisory Group
Georgia
$5.39K +$262 +1 New
DWM
3412
Dogwood Wealth Management
Kansas
$5.08K -$11.5K -44 -71%
WA
3413
WestEnd Advisors
North Carolina
$5.08K +$1.31K +5 +38%
PS
3414
PayPay Securities
Japan
$4.75K +$262 +1 +6%
RPA
3415
Redwood Park Advisors
California
$4.51K -$13.1K -50 -76%
CFP
3416
Comprehensive Financial Planning
Pennsylvania
$4.51K – – –
FS
3417
Financially Speaking
Colorado
$4.51K – – –
GAG
3418
Goodman Advisory Group
Massachusetts
$3.1K +$1.83K +7 +175%
HFM
3419
Harvest Fund Management
China
$3K -$908K -3,470 -100%
1NWS
3420
1 North Wealth Services
Maryland
$2.82K – – –
IAS
3421
IMA Advisory Services
Colorado
$2.26K – – –
DF
3422
DecisionPoint Financial
Arizona
$1.72K – – –
BIM
3423
Breakwater Investment Management
Washington
$1.13K +$1.05K +4 New
ACM
3424
Anfield Capital Management
California
$846 -$10.5K -40 -93%
MAM
3425
Morse Asset Management
Connecticut
$564 -$221K -845 -100%
135 136
137
138 139