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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
IPW
1751
Impact Partnership Wealth
Georgia
$1.11M +$677K +2,585 +194%
LSA
1752
Lion Street Advisors
Texas
$1.1M +$603K +2,302 +35%
CA
1753
Claro Advisors
Massachusetts
$1.1M -$30.6K -117 -3%
FCM
1754
Firestone Capital Management
Florida
$1.1M – – –
CSB
1755
City State Bank
Iowa
$1.09M -$2.36K -9 -0.2%
FPL
1756
Fortress Private Ledger
North Carolina
$1.09M +$56K +214 +6%
GF
1757
Gries Financial
Ohio
$1.09M +$91.4K +349 +10%
BFF
1758
Byrne Financial Freedom
Massachusetts
$1.09M -$33.2K -127 -3%
JWWM
1759
Johnson & White Wealth Management
Pennsylvania
$1.09M -$44.8K -171 -4%
PS
1760
Planned Solutions
California
$1.09M +$26.2K +100 +3%
FCA
1761
Fortis Capital Advisors
Kansas
$1.09M +$480K +1,833 +91%
MF
1762
Montis Financial
Massachusetts
$1.09M +$1.01M +3,846 New
SAA
1763
Southeast Asset Advisors
Georgia
$1.08M +$43.7K +167 +5%
AIM
1764
Avity Investment Management
Connecticut
$1.08M +$52.4K +200 +5%
LI
1765
Lafayette Investments
Maryland
$1.08M -$2.62K -10 -0.3%
BIG
1766
Brookwood Investment Group
Arizona
$1.08M +$4.97K +19 +0.5%
FAG
1767
Fortitude Advisory Group
Washington
$1.08M -$74.1K -283 -7%
RPCONE
1768
Retirement Planning Company of New England
Rhode Island
$1.08M +$19.9K +76 +2%
IA
1769
IMZ Advisory
Florida
$1.08M -$98.7K -377 -9%
CA
1770
Cornerstone Advisory
Maryland
$1.08M +$21.5K +82 +2%
GM
1771
GeoWealth Management
Illinois
$1.08M +$30.9K +118 +3%
ACP
1772
Aviance Capital Partners
Florida
$1.08M +$137K +523 +16%
AWM
1773
Angeles Wealth Management
California
$1.08M +$5.24K +20 +0.5%
VCM
1774
Virtue Capital Management
Tennessee
$1.07M +$45.3M +172,948 +4,890%
CF
1775
Centaurus Financial
California
$1.07M +$11.5K +44 +1%
69 70
71
72 73