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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
2051
Wealthstar Advisors
Texas
$758K -$176K -682 -21%
CPC
2052
Congress Park Capital
New York
$756K -$258K -1,000 -28%
GEA
2053
Glen Eagle Advisors
New Jersey
$755K -$6.7K -26 -1%
WG
2054
Wealth Group
North Carolina
$754K +$13.9K +54 +2%
IF
2055
Integrity Financial
Wyoming
$752K – – –
QFA
2056
Quantum Financial Advisors
California
$752K +$13.1K +51 +2%
IP
2057
Isthmus Partners
Wisconsin
$751K +$239K +927 +57%
MGAM
2058
McGowan Group Asset Management
Texas
$749K +$29.4K +114 +5%
TAM
2059
Trillium Asset Management
Massachusetts
$740K +$21.1K +82 +3%
CRI
2060
Commonwealth Retirement Investments
Virginia
$740K -$3.68M -14,284 -85%
AA
2061
Aire Advisors
California
$739K +$258 +1 +0%
SCM
2062
Sunbeam Capital Management
Georgia
$739K +$384K +1,489 +146%
EFA
2063
Evernest Financial Advisors
Indiana
$738K +$120K +467 +23%
GG
2064
Greenwood Gearhart
Arkansas
$738K -$7.47K -29 -1%
LFS
2065
Legacy Financial Strategies
Kansas
$738K +$387K +1,504 +151%
WCG
2066
Weaver Consulting Group
California
$737K +$773 +3 +0.1%
MWS
2067
MFA Wealth Services
California
$736K +$7.99K +31 +1%
GI
2068
Gradient Investments
Minnesota
$735K +$147K +572 +30%
RIS
2069
Retirement Income Solutions
Michigan
$734K +$25.5K +99 +4%
EWM
2070
Evermay Wealth Management
Virginia
$734K – – –
WIC
2071
Woodmont Investment Counsel
Tennessee
$733K -$51K -198 -7%
MWC
2072
MBM Wealth Consultants
Missouri
$732K -$3.87K -15 -0.6%
SFP
2073
Sterling Financial Planning
New Jersey
$732K -$258 -1 -0%
AAIM
2074
Asset Advisors Investment Management
Georgia
$732K – – –
FMN
2075
Financial Management Network
California
$730K +$66.7K +259 +12%
81 82
83
84 85