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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
WMA
1801
Wealth Management Associates
New Jersey
$956K -$550K -2,032 -34%
PCM
1802
Pincus Capital Management
New York
$954K -$60.9K -225 -5%
OE
1803
OFS Enterprise
Nebraska
$953K +$1.06M +3,932 New
PWM
1804
Palacios Wealth Management
Florida
$951K +$96.1K +355 +9%
WF
1805
WinCap Financial
Massachusetts
$950K +$60.6K +224 +6%
GW
1806
Griffith & Werner
Georgia
$948K +$5.41K +20 +0.5%
BCP
1807
Blue Chip Partners
Michigan
$945K -$18.9K -70 -2%
BCM
1808
Basso Capital Management
Connecticut
$942K -$135K -500 -11%
RCA
1809
Resonant Capital Advisors
Wisconsin
$941K -$152K -562 -13%
SAM
1810
Secure Asset Management
Michigan
$941K -$6.49K -24 -0.6%
AOWM
1811
Asset One Wealth Management
Washington
$939K +$775K +2,864 +354%
1C
1812
111 Capital
France
$938K +$830K +3,066 +382%
PTFIS
1813
Pekao Towarzystwo Funduszy Inwestycyjnych SA
$938K +$1.05M +3,868 New
KPWG
1814
KFA Private Wealth Group
Virginia
$937K +$27.3K +101 +3%
MF
1815
Montis Financial
Massachusetts
$933K +$541 +2 +0.1%
SI
1816
Severin Investments
Missouri
$932K -$101K -375 -9%
CA
1817
Callahan Advisors
Texas
$932K -$72K -266 -6%
PWP
1818
Prasad Wealth Partners
Ohio
$931K +$63.9K +236 +7%
AG
1819
AmeriFlex Group
Nevada
$930K +$284K +1,051 +38%
IA
1820
IMZ Advisory
Florida
$930K – – –
LWAM
1821
Legacy Wealth Asset Management
Minnesota
$928K -$12.2K -45 -1%
WDG
1822
Wealth Dimensions Group
Ohio
$928K -$16K -59 -2%
HR
1823
Howe & Rusling
New York
$928K +$197K +727 +23%
SWM
1824
SHP Wealth Management
Massachusetts
$926K +$10.6K +39 +1%
OA
1825
Oxbow Advisors
Texas
$926K -$147K -542 -12%
71 72
73
74 75