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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
2076
Mindset Wealth Management
Indiana
$818K -$12.3K -49 -2%
CFG
2077
Carr Financial Group
Massachusetts
$816K +$105K +416 +17%
TBFA
2078
Three Bearings Fiduciary Advisors
New Hampshire
$816K – – –
PCMI
2079
Paradigm Capital Management Inc
New York
$816K – – –
CWL
2080
Causey Wealth LLC
Colorado
$813K – – –
PWP
2081
Ponta Wealth Partners
Florida
$813K -$12.1K -48 -2%
AIM
2082
Acropolis Investment Management
Missouri
$813K +$1.51K +6 +0.2%
WFAG
2083
Wescott Financial Advisory Group
Pennsylvania
$812K -$62.5K -248 -8%
MFC
2084
Morris Financial Concepts
South Carolina
$811K – – –
S
2085
Sachetta
Massachusetts
$811K +$7.31K +29 +1%
GCM
2086
Genus Capital Management
British Columbia, Canada
$810K -$12.2M -48,492 -94%
HIC
2087
Harvey Investment Company
Kentucky
$810K – – –
EWA
2088
Emergent Wealth Advisors
New York
$810K -$87.9K -349 -9%
DW30
2089
Drucker Wealth 3.0
New Jersey
$807K +$5.54K +22 +0.8%
IIL
2090
Income Insurance Ltd
$807K – – –
VCS
2091
Vaughan & Co Securities
New Jersey
$805K -$43.1K -171 -6%
AP
2092
Anchyra Partners
Georgia
$805K +$11.1K +44 +2%
CFO
2093
CVA Family Office
Colorado
$805K -$16.4K -65 -2%
DWAM
2094
Duncan Williams Asset Management
Tennessee
$804K +$41.8K +166 +6%
WETS
2095
Wealth Enhancement Trust Services
South Dakota
$803K -$37.3K -148 -5%
LW
2096
Libra Wealth
California
$802K +$9.83K +39 +1%
LWM
2097
Langley Wealth Management
Mississippi
$801K +$718K +2,849 New
CPWA
2098
Cerro Pacific Wealth Advisors
California
$801K -$16.1K -64 -2%
FUBT
2099
First United Bank & Trust
Maryland
$799K +$5.79K +23 +0.8%
PP
2100
Patron Partners
Texas
$798K -$55.9K -222 -7%
82 83
84
85 86