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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
FCM
1801
Fire Capital Management
California
$958K +$456K +1,686 +74%
CSB
1802
City State Bank
Iowa
$957K +$13.3K +49 +1%
FCM
1803
Firestone Capital Management
Florida
$956K +$13.5K +50 +1%
RPCONE
1804
Retirement Planning Company of New England
Rhode Island
$956K +$40.6K +150 +4%
WMA
1805
Wealth Management Associates
New Jersey
$956K -$550K -2,032 -34%
PCM
1806
Pincus Capital Management
New York
$954K -$60.9K -225 -5%
OE
1807
OFS Enterprise
Nebraska
$953K +$1.06M +3,932 New
PWM
1808
Palacios Wealth Management
Florida
$951K +$96.1K +355 +9%
WF
1809
WinCap Financial
Massachusetts
$950K +$60.6K +224 +6%
GW
1810
Griffith & Werner
Georgia
$948K +$5.41K +20 +0.5%
BCP
1811
Blue Chip Partners
Michigan
$945K -$18.9K -70 -2%
BCM
1812
Basso Capital Management
Connecticut
$942K -$135K -500 -11%
RCA
1813
Resonant Capital Advisors
Wisconsin
$941K -$152K -562 -13%
SAM
1814
Secure Asset Management
Michigan
$941K -$6.49K -24 -0.6%
AOWM
1815
Asset One Wealth Management
Washington
$939K +$775K +2,864 +354%
1C
1816
111 Capital
France
$938K +$830K +3,066 +382%
PTFIS
1817
Pekao Towarzystwo Funduszy Inwestycyjnych SA
$938K +$1.05M +3,868 New
KPWG
1818
KFA Private Wealth Group
Virginia
$937K +$27.3K +101 +3%
MF
1819
Montis Financial
Massachusetts
$933K +$541 +2 +0.1%
SI
1820
Severin Investments
Missouri
$932K -$101K -375 -9%
CA
1821
Callahan Advisors
Texas
$932K -$72K -266 -6%
PWP
1822
Prasad Wealth Partners
Ohio
$931K +$63.9K +236 +7%
AG
1823
AmeriFlex Group
Nevada
$930K +$284K +1,051 +38%
IA
1824
IMZ Advisory
Florida
$930K – – –
LWAM
1825
Legacy Wealth Asset Management
Minnesota
$928K -$12.2K -45 -1%
71 72
73
74 75