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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1301
Accurate Wealth Management
Florida
$2.09M +$238K +908 +14%
APIM
1302
Agate Pass Investment Management
Washington
$2.09M – – –
CAAS
1303
Capital Asset Advisory Services
Michigan
$2.08M -$9.69K -37 -0.5%
OBWG
1304
Onyx Bridge Wealth Group
New York
$2.07M -$168K -642 -8%
IA
1305
Inspire Advisors
Idaho
$2.07M +$228K +872 +13%
SEEDPG
1306
S.E.E.D. Planning Group
New York
$2.06M -$8.38K -32 -0.4%
MM
1307
Meridian Management
Arkansas
$2.06M – – –
PG
1308
Patten Group
Tennessee
$2.06M -$459K -1,753 -19%
AWP
1309
Ascent Wealth Partners
New York
$2.06M -$34K -130 -2%
PL
1310
Plancorp LLC
Missouri
$2.05M -$524 -2 -0%
CF
1311
Claris Financial
Virginia
$2.05M +$14.9K +57 +0.8%
AWA
1312
Aaron Wealth Advisors
Illinois
$2.05M -$272K -1,038 -12%
SEIA
1313
Signature Estate & Investment Advisors
California
$2.05M -$76.2K -291 -4%
AIA
1314
Affinity Investment Advisors
California
$2.04M -$112K -427 -6%
CPC
1315
Cookson Peirce & Co
Pennsylvania
$2.04M -$3.93K -15 -0.2%
AWC
1316
Abundance Wealth Counselors
Pennsylvania
$2.04M -$46.3K -177 -2%
CCP
1317
Clarkston Capital Partners
Michigan
$2.03M +$40.6K +155 +2%
DBIA
1318
Dumont & Blake Investment Advisors
New Jersey
$2.03M -$189K -723 -9%
MAWA
1319
Moss Adams Wealth Advisors
Washington
$2.03M -$96.6K -369 -5%
EFG
1320
Everhart Financial Group
Ohio
$2.03M -$2.62K -10 -0.1%
TPWA
1321
TRUE Private Wealth Advisors
Oregon
$2.03M +$122K +465 +7%
CWP
1322
Concord Wealth Partners
Virginia
$2.02M +$253K +968 +16%
VIP
1323
Vista Investment Partners
Oklahoma
$2.01M +$1.67M +6,399 +862%
CIG
1324
Cascade Investment Group
Colorado
$2.01M +$413K +1,579 +28%
AGP
1325
Aspire Growth Partners
Florida
$2.01M +$11.5K +44 +0.6%
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