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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
FWA
1901
FSM Wealth Advisors
Ohio
$337K -$66.5K -482 -17%
APA
1902
Astoria Portfolio Advisors
New York
$337K +$329K +2,384 New
CGH
1903
CMG Global Holdings
Texas
$336K +$414 +3 +0.1%
VCP
1904
Verus Capital Partners
Arizona
$336K -$175K -1,269 -35%
KFGK
1905
Keystone Financial Group (Kentucky)
Kentucky
$335K +$43.6K +316 +15%
DWM
1906
Dakota Wealth Management
Florida
$334K -$1.05M -7,639 -76%
FFWM
1907
Future Financial Wealth Management
Ohio
$334K +$1.1K +8 +0.3%
PCM
1908
Prelude Capital Management
New York
$333K +$15.3K +111 +5%
W
1909
WealthOne
New York
$332K +$1.1K +8 +0.3%
OC
1910
Oarsman Capital
Wisconsin
$331K +$3.45K +25 +1%
PIM
1911
Progressive Investment Management
Oregon
$330K – – –
QPWM
1912
Quadrant Private Wealth Management
Pennsylvania
$329K +$322K +2,333 New
JWM
1913
JGP Wealth Management
Oregon
$329K -$966 -7 -0.3%
SA
1914
Syntax Advisors
New York
$328K +$322K +2,331 New
VCG
1915
Vantage Consulting Group
Virginia
$328K +$322K +2,331 New
TAM
1916
Tealwood Asset Management
Minnesota
$328K +$276 +2 +0.1%
SSWM
1917
Smith Salley Wealth Management
North Carolina
$328K – – –
LDFR
1918
Lehman & Derafelo Financial Resources
Pennsylvania
$328K +$60K +435 +23%
MWM
1919
Mattern Wealth Management
Kansas
$328K – – –
BOS
1920
Bank of Stockton
California
$327K – – –
PWAG
1921
Polaris Wealth Advisory Group
California
$326K +$276 +2 +0.1%
SAA
1922
Southeast Asset Advisors
Georgia
$325K -$69K -500 -18%
RP
1923
Rowlandmiller & Partners
Georgia
$325K – – –
WAOI
1924
Wealth Advisors of Iowa
Iowa
$325K -$292K -2,120 -48%
HFG
1925
Heron Financial Group
New York
$324K -$20.7K -150 -6%
75 76
77
78 79