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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
SFC
1851
Strategic Financial Concepts
Texas
$658K -$92M -469,404 -99%
RFG
1852
Range Financial Group
Oregon
$657K -$854K -4,356 -59%
FSC
1853
Full Sail Capital
Oklahoma
$657K -$73.3K -374 -11%
SRIM
1854
Saratoga Research & Investment Management
California
$656K – – –
CIA
1855
Cohen Investment Advisors
New Hampshire
$654K -$101K -513 -15%
HCM
1856
Hengehold Capital Management
Ohio
$654K -$151K -769 -21%
NWA
1857
Navis Wealth Advisors
New York
$653K -$7.84K -40 -1%
SKK
1858
Shepherd Kaplan Krochuk
Massachusetts
$652K +$212K +1,080 +58%
EW
1859
Evoke Wealth
California
$652K +$578K +2,947 New
OCM
1860
One Capital Management
California
$651K +$7.65K +39 +1%
PAS
1861
Professional Advisory Services
Florida
$648K – – –
TWP
1862
Tyche Wealth Partners
Texas
$645K +$2.55K +13 +0.4%
MWA
1863
Monograph Wealth Advisors
California
$645K +$100K +510 +21%
CAWM
1864
Capital Advisors Wealth Management
Washington
$644K +$104K +532 +22%
SCA
1865
Sandy Cove Advisors
Massachusetts
$642K +$12.9K +66 +2%
EWA
1866
Emergent Wealth Advisors
New York
$640K -$60K -306 -10%
DIM
1867
DLK Investment Management
California
$640K – – –
HCMG
1868
Howard Capital Management Group
California
$638K +$24.5K +125 +5%
MFC
1869
Morris Financial Concepts
South Carolina
$638K – – –
AAIM
1870
Asset Advisors Investment Management
Georgia
$637K +$7.84K +40 +1%
CBB
1871
Citizens Business Bank
California
$637K -$119K -606 -17%
HIC
1872
Harvey Investment Company
Kentucky
$637K – – –
QFA
1873
Quantum Financial Advisors
California
$637K +$176K +900 +45%
PA
1874
Planning Alternatives
Michigan
$634K -$2.16K -11 -0.4%
VCM
1875
Virtue Capital Management
Tennessee
$634K -$37.3K -190 -6%
73 74
75
76 77