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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
VCS
1276
Vaughan & Co Securities
New Jersey
$759K -$16.8K -128 -2%
WFG
1277
Wills Financial Group
Virginia
$759K – – –
CAC
1278
Certified Advisory Corp
Florida
$757K +$3.02K +23 +0.4%
KMWM
1279
Keudell/Morrison Wealth Management
Oregon
$753K +$6.69K +51 +0.8%
TWM
1280
Thrive Wealth Management
Pennsylvania
$751K +$120K +911 +17%
AFA
1281
Abacus FCF Advisors
Florida
$749K -$400K -3,048 -33%
PPW
1282
Parcion Private Wealth
Washington
$749K – – –
ACS
1283
Archford Capital Strategies
Illinois
$747K +$11.3K +86 +1%
AIM
1284
Anchor Investment Management
South Carolina
$746K -$72.2K -550 -8%
CBT
1285
CoreFirst Bank & Trust
Kansas
$745K -$33.3K -254 -4%
BFM
1286
Boston Financial Management
Massachusetts
$744K +$235K +1,794 +40%
MA
1287
MBA Advisors
Pennsylvania
$740K -$25.3K -193 -3%
PWW
1288
Pettyjohn Wood & White
Virginia
$740K -$14.7K -112 -2%
GL
1289
Graypoint LLC
New York
$736K +$283K +2,154 +53%
HCP
1290
Hexagon Capital Partners
Arkansas
$733K +$380K +2,897 +88%
IRC
1291
Investors Research Corp
Georgia
$729K – – –
CAGAS
1292
Capital Advisory Group Advisory Services
Minnesota
$727K -$18.5K -141 -2%
CTFG
1293
Capstone Triton Financial Group
Oklahoma
$727K +$32.4K +247 +4%
SAM
1294
Summit Asset Management
Tennessee
$726K -$3.02K -23 -0.4%
AWA
1295
Arkadios Wealth Advisors
Georgia
$725K +$307K +2,340 +62%
IBOK
1296
Independence Bank of Kentucky
Kentucky
$724K -$89.4K -681 -10%
BMC
1297
Benin Management Corp
Connecticut
$723K -$13.1K -100 -2%
RVPG
1298
Relative Value Partners Group
$723K +$798K +6,083 New
SIM
1299
Sentry Investment Management
Wisconsin
$720K – – –
BAM
1300
Berkshire Asset Management
Pennsylvania
$720K +$63.9K +487 +9%
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