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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
SFA
1726
Souders Financial Advisors
Ohio
$538K +$497K +3,292 New
FA
1727
Fiducient Advisors
Illinois
$538K +$1.66K +11 +0.3%
AGP
1728
Autumn Glory Partners
Texas
$537K +$77.8K +515 +19%
FI
1729
FWG Investments
Kentucky
$536K +$495K +3,279 New
SIS
1730
Strategic Investment Solutions
Illinois
$534K +$493K +3,263 New
LWA
1731
Lineweaver Wealth Advisors
Ohio
$533K -$1.16M -7,689 -70%
FAN
1732
Financial Advisors Network
California
$532K – – –
BAM
1733
Bosun Asset Management
Illinois
$529K +$172K +1,135 +54%
GCM
1734
Gallacher Capital Management
Colorado
$528K +$488K +3,227 New
MFC
1735
Mechanics Financial Corp
Ohio
$527K – – –
IAS
1736
Investment Advisory Services
Texas
$524K -$453 -3 -0.1%
SC
1737
SRB Corp
Massachusetts
$523K +$483K +3,196 New
RA
1738
Rational Advisors
New York
$522K +$219K +1,446 +83%
EP
1739
Eudaimonia Partners
Tennessee
$522K -$1.51M -10,005 -76%
CIA
1740
Cohen Investment Advisors
New Hampshire
$521K -$42.8K -283 -8%
JC
1741
JB Capital
Connecticut
$521K +$18.7K +124 +4%
SIM
1742
Stratos Investment Management
Ohio
$519K +$44.3K +293 +10%
PBO
1743
Peoples Bank (Ohio)
Ohio
$518K – – –
CVA
1744
Central Valley Advisors
California
$518K +$478K +3,165 New
CGA
1745
Crescent Grove Advisors
Illinois
$517K +$1.21K +8 +0.3%
ANBT
1746
American National Bank & Trust
Texas
$517K +$65.6K +434 +16%
CFP
1747
Catalyst Financial Partners
Massachusetts
$517K +$99.6K +659 +26%
TIA
1748
Traphagen Investment Advisors
New Jersey
$516K -$16.3K -108 -3%
WJA
1749
Willis Johnson & Associates
Texas
$516K +$65.9K +436 +16%
SMA
1750
Sage Mountain Advisors
Georgia
$516K +$12.7K +84 +3%
68 69
70
71 72