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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
CP
1526
Castleview Partners
Texas
$515K +$517K +3,967 New
W
1527
Wealthquest
Ohio
$512K – – –
FBT
1528
First Bankers Trust
Kentucky
$511K -$26.1K -200 -5%
HCM
1529
Hutchinson Capital Management
California
$508K -$1.04K -8 -0.2%
EWM
1530
Endurance Wealth Management
Rhode Island
$507K -$13.8K -106 -3%
BFA
1531
Brendel Financial Advisors
New Hampshire
$507K – – –
KF
1532
Krilogy Financial
Missouri
$507K +$165K +1,265 +48%
CAM
1533
Cidel Asset Management
Ontario, Canada
$506K – – –
WA1
1534
Wimmer Associates 1
California
$504K -$13K -100 -3%
AI
1535
Accredited Investors
Minnesota
$504K -$522 -4 -0.1%
TFS
1536
Thoroughbred Financial Services
Tennessee
$504K +$60.9K +467 +14%
AWS
1537
Arkfeld Wealth Strategies
Nebraska
$503K +$23K +176 +5%
PAS
1538
Professional Advisory Services
Florida
$502K +$88.7K +680 +21%
LPT
1539
Legacy Private Trust
Wisconsin
$501K -$176K -1,346 -26%
RFP
1540
Roth Financial Partners
Texas
$501K – – –
RCA
1541
Reitz Capital Advisors
Michigan
$500K +$502K +3,848 New
AWA
1542
Amplius Wealth Advisors
Pennsylvania
$499K +$43K +330 +9%
AWM
1543
Accurate Wealth Management
Florida
$499K +$108K +831 +28%
FAG
1544
Fortitude Advisory Group
Washington
$498K +$35.2K +270 +8%
TIA
1545
Tiemann Investment Advisors
California
$496K -$31K -238 -6%
NF
1546
Norwood Financial
Pennsylvania
$495K -$14.3K -110 -3%
GLLW
1547
Graves Light Lenhart Wealth
Virginia
$495K +$39.3K +301 +9%
CQS
1548
Credential Qtrade Securities
$494K -$863K -6,614 -64%
GI
1549
GS Investments
Minnesota
$494K – – –
CWA
1550
CJM Wealth Advisers
Virginia
$493K -$11.5K -88 -2%
60 61
62
63 64