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IBM
IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
T
1901
TCWP
Ohio
$272K +$301K +2,292 New
VWA
1902
V Wealth Advisors
Kansas
$271K – – –
ACP
1903
Aveo Capital Partners
Colorado
$271K +$6.04K +46 +2%
BCMLT
1904
Beacon Capital Management LLC (Tennessee)
Tennessee
$271K +$72.6K +553 +40%
HAC
1905
Harbor Advisory Corp
New Hampshire
$270K -$43.7K -333 -13%
WWA
1906
WC Walker & Associates
California
$269K – – –
HA
1907
HFG Advisors
Ohio
$268K -$13.1K -100 -4%
FMTC
1908
Farmers & Merchants Trust Company
California
$268K – – –
EIP
1909
Ellis Investment Partners
Pennsylvania
$268K +$3.67K +28 +1%
PAM
1910
Peak Asset Management
Colorado
$268K +$4.86K +37 +2%
PCM
1911
Prelude Capital Management
New York
$267K -$7.22K -55 -2%
SW
1912
SlateStone Wealth
Florida
$267K +$23.6K +180 +9%
AWAG
1913
ARS Wealth Advisors Group
Florida
$266K -$4.54M -34,603 -94%
PWM
1914
Paulson Wealth Management
Illinois
$266K -$169K -1,291 -37%
ETH
1915
Exos TFP Holdings
New York
$266K +$294K +2,238 New
HWM
1916
Hemington Wealth Management
Virginia
$265K -$27.4K -209 -9%
SFP
1917
Sterling Financial Planning
New Jersey
$265K -$4.72K -36 -2%
PWAG
1918
Polaris Wealth Advisory Group
California
$264K – – –
VFP
1919
Verus Financial Partners
Virginia
$263K +$13.9K +106 +5%
PPWM
1920
Paragon Private Wealth Management
Kentucky
$263K +$260K +1,980 New
LCM
1921
Leisure Capital Management
California
$261K +$2.23K +17 +0.8%
JAG
1922
Journey Advisory Group
Kentucky
$261K +$13.1K +100 +5%
NW
1923
NewEdge Wealth
Pennsylvania
$261K +$288K +2,196 New
VAG
1924
VisionPoint Advisory Group
Texas
$260K +$24.9K +190 +10%
SEIA
1925
Signature Estate & Investment Advisors
California
$259K -$23.4K -178 -8%
75 76
77
78 79