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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
WAG
1401
Winthrop Advisory Group
Massachusetts
$631K -$114K -910 -16%
FAN
1402
Financial Advisors Network
California
$631K -$20.3K -162 -3%
WA
1403
Wealth Architects
California
$630K -$31.4K -250 -5%
CCC
1404
Chelsea Counsel Company
California
$628K -$27.1K -216 -4%
MS
1405
Maven Securities
Jersey
$627K +$589K +4,694 New
FDS
1406
First Dallas Securities
Texas
$625K -$423K -3,374 -42%
SC
1407
SouthState Corp
Florida
$625K +$83.2K +663 +17%
JGIA
1408
Jackson Grant Investment Advisers
Connecticut
$623K -$25.2K -201 -4%
VA
1409
Valmark Advisers
Ohio
$621K -$87.2K -695 -13%
NFC
1410
Northeast Financial Consultants
Connecticut
$620K -$531K -4,233 -48%
PRWA
1411
Platte River Wealth Advisors
Colorado
$620K +$585K +4,665 New
BOH
1412
Bank of Hawaii
Hawaii
$619K -$63.3K -505 -10%
BWA
1413
Burt Wealth Advisors
Maryland
$619K -$26.1K -208 -4%
SFI
1414
SPC Financial Inc
Maryland
$618K -$79.8K -636 -12%
TT
1415
TI-Trust
Illinois
$618K +$580K +4,622 New
TWM
1416
Titus Wealth Management
California
$614K +$351K +2,800 +156%
CCM
1417
Carlson Capital Management
Minnesota
$613K +$30K +239 +5%
RCM
1418
RNC Capital Management
California
$613K +$52.4K +418 +10%
LA
1419
Lifeworks Advisors
Michigan
$612K +$574K +4,576 New
RPCONE
1420
Retirement Planning Company of New England
Rhode Island
$612K +$574K +4,578 New
ERIC
1421
Eagle Rock Investment Company
Georgia
$612K +$574K +4,580 New
SB
1422
Sunflower Bank
Texas
$610K -$44.5K -355 -7%
BW
1423
Bison Wealth
Georgia
$610K -$8.78K -70 -2%
ECG
1424
Edge Capital Group
Georgia
$610K +$120K +954 +26%
AIC
1425
Archer Investment Corporation
Indiana
$610K +$466K +3,713 +437%
55 56
57
58 59