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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
PW
3476
Pandora Wealth
Illinois
$148K – – –
SFFS
3477
Stonehage Fleming Financial Services
Jersey
$148K – – –
CH
3478
CDKV Holdings
Colorado
$147K +$149K +496 New
OAJ
3479
Ogorek Anthony Joseph
New York
$146K -$16.8K -56 -10%
MGI
3480
Miller Global Investments
Texas
$146K +$147K +492 New
PWMG
3481
Prestige Wealth Management Group
New Jersey
$144K – – –
HC
3482
Hurley Capital
New York
$142K +$27K +90 +23%
CWM
3483
Consultiva Wealth Management
Puerto Rico
$142K -$15K -50 -9%
CA
3484
Centerpoint Advisors
Massachusetts
$142K -$1.5K -5 -1%
TFGT
3485
TS Financial Group (TSFG)
Illinois
$141K +$599 +2 +0.4%
FNWA
3486
Financial Network Wealth Advisors
Utah
$141K -$6.29K -21 -4%
LAS
3487
Lloyd Advisory Services
Georgia
$140K +$142K +474 New
EPIME
3488
Evelyn Partners Investment Management (Europe)
$139K – – –
NECFA
3489
New England Capital Financial Advisors
Connecticut
$139K – – –
FC
3490
Fairscale Capital
New Hampshire
$138K – – –
AWM
3491
Activest Wealth Management
Florida
$137K -$1.5K -5 -1%
UFF
3492
USA Financial Formulas
Michigan
$136K -$57.5K -192 -29%
KSB
3493
Kennebec Savings Bank
Maine
$136K – – –
SC
3494
Stephens Consulting
Michigan
$134K +$299 +1 +0.2%
SG
3495
Sankala Group
Colorado
$134K +$167K +556 New
GPI
3496
General Partner Inc
Pennsylvania
$133K – – –
SWA
3497
Strategic Wealth Advisors
Arizona
$132K +$134K +449 New
BFS
3498
Burkett Financial Services
South Carolina
$132K +$299 +1 +0.2%
MFT
3499
Moisand Fitzgerald Tamayo
Florida
$131K – – –
POIA
3500
Pin Oak Investment Advisors
Texas
$130K – – –
138 139
140
141 142