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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
TLP
1926
Trinity Legacy Partners
Texas
$663K – – –
RFA
1927
Reyes Financial Architecture
California
$663K +$671K +3,015 New
PSB
1928
Piscataqua Savings Bank
New Hampshire
$662K – – –
TSWM
1929
Tyler-Stone Wealth Management
Ohio
$662K +$130K +584 +24%
KLWA
1930
Kelly Lawrence W & Associates
California
$661K – – –
WFA
1931
WMG Financial Advisors
Tennessee
$660K +$445 +2 +0.1%
SC
1932
Shay Capital
New York
$659K +$668K +3,000 New
AAG
1933
Armstrong Advisory Group
Massachusetts
$659K +$112K +502 +20%
NWA
1934
Navis Wealth Advisors
New York
$658K +$8.24K +37 +1%
BLC
1935
Brown, Lisle/Cummings
Rhode Island
$657K +$31.8K +143 +5%
MTC
1936
McDaniel Terry & Co
Texas
$657K – – –
DTC
1937
Davidson Trust Company
Washington
$656K -$80K -359 -11%
EW
1938
Evoke Wealth
California
$656K +$7.79K +35 +1%
EHWM
1939
Eads & Heald Wealth Management
Georgia
$655K -$33.2K -149 -5%
EWA
1940
Emergent Wealth Advisors
New York
$654K +$17.6K +79 +3%
FSC
1941
Full Sail Capital
Oklahoma
$653K – – –
WCAMG
1942
Woodard & Company Asset Management Group
North Carolina
$653K -$122K -550 -16%
EGA
1943
E&G Advisors
Texas
$653K -$22.3K -100 -3%
CIA
1944
Cohen Investment Advisors
New Hampshire
$652K +$2K +9 +0.3%
OWA
1945
Opal Wealth Advisors
New York
$651K +$71K +319 +12%
CWMGO
1946
Capstone Wealth Management Group (Oregon)
Oregon
$651K +$660K +2,963 New
RHAM
1947
Round Hill Asset Management
California
$649K -$568K -2,551 -46%
SKK
1948
Shepherd Kaplan Krochuk
Massachusetts
$649K +$1.11K +5 +0.2%
IF
1949
Intrua Financial
Texas
$649K -$82K -368 -11%
WIC
1950
Woodmont Investment Counsel
Tennessee
$648K +$75.1K +337 +13%
76 77
78
79 80