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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
1726
Prosperity Wealth Management
California
$1.14M +$467K +1,786 +79%
FFG
1727
Frisch Financial Group
New York
$1.14M -$1.13M -4,303 -52%
BIAS
1728
Beacon Investment Advisory Services
New Jersey
$1.14M +$7.07K +27 +0.7%
LIWM
1729
Long Island Wealth Management
New York
$1.14M – – –
FF
1730
Francis Financial
$1.13M +$4.71K +18 +0.5%
IP
1731
Ignite Planners
California
$1.13M +$9.42K +36 +0.9%
CLA
1732
Carnegie Lake Advisors
New Jersey
$1.13M – – –
SFS
1733
Strategic Financial Services
New York
$1.12M -$66K -252 -6%
DDC
1734
DF Dent & Co
Maryland
$1.12M -$63.3K -242 -6%
WAG
1735
Winthrop Advisory Group
Massachusetts
$1.12M +$64.7K +247 +7%
GJWM
1736
Gilliland Jeter Wealth Management
Arkansas
$1.12M +$785 +3 +0.1%
IA
1737
Integrity Alliance
Iowa
$1.12M +$423K +1,616 +69%
PWP
1738
Phillips Wealth Planners
Mississippi
$1.12M +$4.45K +17 +0.4%
JC
1739
JB Capital
Connecticut
$1.12M +$17.3K +66 +2%
BCP
1740
Blue Chip Partners
Michigan
$1.12M +$10.5K +40 +1%
PRTG
1741
Post Resch Tallon Group
New York
$1.12M – – –
FB
1742
First Bancorp
Maine
$1.11M -$22.2K -85 -2%
FH
1743
FWG Holdings
Florida
$1.11M +$31.9K +122 +3%
LWAM
1744
Legacy Wealth Asset Management
Minnesota
$1.11M -$442K -1,689 -30%
EWS
1745
Evergreen Wealth Solutions
Pennsylvania
$1.11M -$131K -499 -11%
TGIA
1746
Torrey Growth & Income Advisors
California
$1.11M +$1.03M +3,930 New
BFA
1747
Benedict Financial Advisors
Georgia
$1.11M +$43.7K +167 +4%
TIA
1748
Traphagen Investment Advisors
New Jersey
$1.11M +$88.2K +337 +9%
IPW
1749
Impact Partnership Wealth
Georgia
$1.11M +$677K +2,585 +194%
LSA
1750
Lion Street Advisors
Texas
$1.1M +$603K +2,302 +35%
68 69
70
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