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IBM
IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
FF
2076
Financial Futures
New Jersey
$535K -$50.8K -228 -9%
AFAS
2077
Acorn Financial Advisory Services
Virginia
$534K +$1.11K +5 +0.2%
MGAM
2078
McGowan Group Asset Management
Texas
$533K +$85.1K +382 +19%
SRL
2079
Scientech Research LLC
New Jersey
$533K +$540K +2,426 New
WBCM
2080
Wilson & Boucher Capital Management
California
$533K -$17.1K -77 -3%
NQWM
2081
Northwest Quadrant Wealth Management
Oregon
$533K +$29.2K +131 +6%
GFP
2082
Gryphon Financial Partners
Ohio
$532K -$36.5K -164 -6%
OIA
2083
Optimum Investment Advisors
Illinois
$531K -$69.5K -312 -11%
MWS
2084
MFA Wealth Services
California
$529K +$536K +2,408 New
FIB
2085
First Interstate Bank
Montana
$529K -$48.8K -219 -8%
GIM
2086
Guardian Investment Management
California
$528K -$83.5K -375 -14%
AAP
2087
Aristotle Atlantic Partners
Florida
$528K – – –
MJRIC
2088
Mogy Joel R Investment Counsel
California
$528K – – –
FFWM
2089
Future Financial Wealth Management
Ohio
$527K +$445 +2 +0.1%
RP
2090
Rowlandmiller & Partners
Georgia
$526K – – –
WW
2091
Waterfront Wealth
Kansas
$526K +$10.2K +46 +2%
PA
2092
Prossimo Advisors
California
$526K +$1.56K +7 +0.3%
PSCM
2093
Per Stirling Capital Management
Texas
$523K – – –
MCM
2094
Moore Capital Management
New York
$523K +$530K +2,379 New
TWP
2095
Tower Wealth Partners
Pennsylvania
$522K +$10K +45 +2%
4A
2096
4Wealth Advisors
Illinois
$522K +$529K +2,375 New
MWC
2097
MBM Wealth Consultants
Missouri
$521K +$6.68K +30 +1%
WB
2098
West Bancorporation
Iowa
$520K – – –
WFAG
2099
Wescott Financial Advisory Group
Pennsylvania
$519K +$22.5K +101 +4%
LIG
2100
Lokken Investment Group
Delaware
$519K +$16.7K +75 +3%
82 83
84
85 86