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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
NFG
1526
Norris Financial Group
South Carolina
$740K -$116K -768 -15%
MCCP
1527
Mission Creek Capital Partners
California
$740K -$123K -812 -15%
TT
1528
TI-Trust
Illinois
$740K – – –
PFBT
1529
Parkside Financial Bank & Trust
Missouri
$737K -$4.83K -32 -0.7%
CMANY
1530
Capital Management Associates (New York)
New York
$736K – – –
AA
1531
Argent Advisors
Louisiana
$735K +$5.44K +36 +0.8%
LFA
1532
Lauterbach Financial Advisors
Texas
$733K +$31.4K +208 +5%
LCGC
1533
Legacy Capital Group California
California
$733K -$3.02K -20 -0.4%
CAC
1534
Certified Advisory Corp
Florida
$730K -$25.5K -169 -4%
SPWG
1535
Syntegra Private Wealth Group
Missouri
$730K +$10.6K +70 +2%
WKWM
1536
Walter & Keenan Wealth Management
Indiana
$729K -$5.29K -35 -0.8%
TWM
1537
Tradition Wealth Management
Minnesota
$729K +$2.72K +18 +0.4%
SA
1538
Sage Advisors
Colorado
$729K +$673K +4,457 New
IA
1539
IFG Advisory
Georgia
$728K -$2.61M -17,281 -80%
CCB
1540
Cutter & Co Brokerage
Missouri
$723K +$5.29K +35 +0.8%
SPC
1541
Stewart & Patten Company
California
$721K – – –
FAG
1542
Fortitude Advisory Group
Washington
$721K +$1.06K +7 +0.2%
PCMI
1543
Paradigm Capital Management Inc
New York
$720K – – –
MPCG
1544
Matrix Private Capital Group
New York
$718K – – –
SP
1545
Stablepoint Partners
Massachusetts
$718K +$664K +4,391 New
PM
1546
Penbrook Management
New York
$718K +$21.2K +140 +3%
HWA
1547
Heritage Wealth Advisors
Virginia
$717K +$31.7K +210 +5%
CSB
1548
City State Bank
Iowa
$715K -$15.7K -104 -2%
AWA
1549
Amplius Wealth Advisors
Pennsylvania
$710K +$6.95K +46 +1%
LSAG
1550
Lake Street Advisors Group
New Hampshire
$707K +$653K +4,322 New
60 61
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63 64