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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
BFG
1776
Beacon Financial Group
Texas
$726K +$245K +1,250 +61%
FUBT
1777
First United Bank & Trust
Maryland
$724K -$97.4K -497 -13%
OF
1778
Outfitter Financial
Maine
$723K -$13.7K -70 -2%
APG
1779
Abacus Planning Group
South Carolina
$723K +$51.2K +261 +9%
SIS
1780
Strategic Investment Solutions
Illinois
$723K -$19.2K -98 -3%
KWM
1781
Kolinsky Wealth Management
New Jersey
$723K +$1.57K +8 +0.2%
ZB
1782
Zions Bancorporation
Utah
$722K -$20.4K -104 -3%
QWM
1783
Quadcap Wealth Management
Texas
$722K -$96.3K -491 -13%
SHGA
1784
Sand Hill Global Advisors
California
$721K +$38.8K +198 +6%
TCM
1785
Twin Capital Management
Pennsylvania
$720K +$157K +799 +32%
DFCM
1786
Dark Forest Capital Management
Puerto Rico
$717K +$636K +3,245 New
HR
1787
Howe & Rusling
New York
$715K +$17.3K +88 +3%
MFC
1788
Mechanics Financial Corp
Ohio
$713K – – –
HAM
1789
Harmony Asset Management
Arizona
$713K -$90.2K -460 -12%
BFG
1790
Bouchey Financial Group
New York
$711K +$8.63K +44 +1%
TLP
1791
Trinity Legacy Partners
Texas
$709K – – –
RCA
1792
Resonant Capital Advisors
Wisconsin
$709K +$32.7K +167 +5%
RFP
1793
Roth Financial Partners
Texas
$707K -$5.88K -30 -0.9%
DG
1794
DMC Group
Alabama
$706K +$14.1K +72 +2%
MHWM
1795
Montz Harcus Wealth Management
Louisiana
$706K +$8.04K +41 +1%
CA
1796
Cornerstone Advisory
Maryland
$706K +$13.3K +68 +2%
BWA
1797
BlueSky Wealth Advisors
North Carolina
$704K – – –
BFC
1798
Bedel Financial Consulting
Indiana
$704K -$9.8K -50 -2%
PWP
1799
Private Wealth Partners
California
$704K +$154K +785 +33%
APA
1800
Astoria Portfolio Advisors
New York
$703K +$25.9K +132 +5%
70 71
72
73 74