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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
WAAG
1351
Wealth Alliance Advisory Group
Kansas
$776K +$41.6K +322 +6%
MFS
1352
Mirabella Financial Services
United Kingdom
$776K -$275K -2,129 -27%
SWIM
1353
Smallwood Wealth Investment Management
New Jersey
$774K +$290K +2,249 +64%
LFA
1354
Legacy Financial Advisors
Kentucky
$772K -$4K -31 -0.5%
BCCM
1355
Bridge Creek Capital Management
Massachusetts
$771K -$108K -835 -13%
NP
1356
NorthRock Partners
Minnesota
$770K -$82.7K -641 -10%
WAM
1357
Weatherly Asset Management
California
$770K -$64.8K -502 -8%
SFG
1358
Summit Financial Group
West Virginia
$770K -$177K -1,368 -19%
CL
1359
COWA LLC
Oklahoma
$769K +$57.9K +449 +8%
HCP
1360
Hexagon Capital Partners
Arkansas
$768K +$39.6K +307 +6%
PWAM
1361
Pinnacle West Asset Management
Wyoming
$767K -$12.9K -100 -2%
WA
1362
Wealth Alliance
New York
$767K +$19.7K +153 +3%
TWD
1363
True Wealth Design
Ohio
$761K -$4.26K -33 -0.6%
BFM
1364
Boston Financial Management
Massachusetts
$761K +$83.6K +648 +13%
WP
1365
WealthSpring Partners
California
$759K -$21.2K -164 -3%
CWP
1366
Core Wealth Partners
California
$759K +$42.5K +329 +6%
HVM
1367
Harvest Volatility Management
Connecticut
$759K +$90.5K +701 +14%
PHS
1368
Pekin Hardy Strauss
Illinois
$757K – – –
IA
1369
Insight Advisors
Pennsylvania
$757K +$222K +1,721 +44%
CCM
1370
Cullen Capital Management
New York
$756K +$254K +1,970 +54%
SLWA
1371
San Luis Wealth Advisors
California
$754K -$27.4K -212 -4%
WA
1372
Waddell & Associates
Tennessee
$749K -$321K -2,485 -31%
SWA
1373
SFMG Wealth Advisors
Texas
$749K +$19K +147 +3%
SFS
1374
Strategic Financial Services
New York
$748K -$44.8K -347 -6%
GM
1375
GeoWealth Management
Illinois
$747K +$438K +3,397 +156%
53 54
55
56 57