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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
BFG
1901
Bouchey Financial Group
New York
$322K -$135K -1,049 -30%
MLFP
1902
MPS Loria Financial Planners
Illinois
$322K +$1.42K +11 +0.5%
AA
1903
Alta Advisers
United Kingdom
$321K – – –
AAP
1904
Aristotle Atlantic Partners
Florida
$321K – – –
BC
1905
Brookfield Corp
Ontario, Canada
$320K -$219K -1,694 -41%
RP
1906
Rowlandmiller & Partners
Georgia
$320K – – –
CGH
1907
CMG Global Holdings
Texas
$320K +$387 +3 +0.1%
JSW
1908
Journey Strategic Wealth
New Jersey
$320K -$274K -2,123 -47%
KFGK
1909
Keystone Financial Group (Kentucky)
Kentucky
$319K +$308K +2,383 New
CTB
1910
Country Trust Bank
Illinois
$319K – – –
OC
1911
Oakworth Capital
Alabama
$318K +$3.87K +30 +1%
FFWM
1912
Future Financial Wealth Management
Ohio
$318K -$258 -2 -0.1%
RPWA
1913
Regent Peak Wealth Advisors
Georgia
$317K -$9.81K -76 -3%
VC
1914
Vicus Capital
Pennsylvania
$317K -$4.39K -34 -1%
VCP
1915
Vista Capital Partners
Oregon
$316K +$38.6K +299 +15%
DA
1916
Duality Advisers
Florida
$315K -$4.92M -38,149 -94%
LAM
1917
L2 Asset Management
Massachusetts
$314K +$11.4K +88 +4%
MWA
1918
Monograph Wealth Advisors
California
$314K +$1.03K +8 +0.3%
UWPG
1919
Ullmann Wealth Partners Group
Florida
$313K -$774 -6 -0.3%
MSWM
1920
McGlone Suttner Wealth Management
Wisconsin
$312K +$7.87K +61 +3%
APW
1921
Austin Private Wealth
Texas
$311K -$76.1K -590 -20%
CFFP
1922
Center for Financial Planning
Michigan
$311K -$34.3K -266 -10%
NCM
1923
Novare Capital Management
North Carolina
$311K +$903 +7 +0.3%
BOS
1924
Bank of Stockton
California
$310K – – –
AC
1925
Apella Capital
Connecticut
$309K +$298K +2,312 New
75 76
77
78 79