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IBM
IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
GG
2076
Greenwood Gearhart
Arkansas
$750K +$40.6K +155 +6%
HP
2077
Holistic Planning
Texas
$750K +$126K +481 +22%
ACM
2078
Advance Capital Management
Michigan
$750K +$90.6K +346 +15%
TIM
2079
Tortoise Investment Management
New York
$749K -$12K -46 -2%
FBT
2080
First Bankers Trust
Kentucky
$749K -$26.2K -100 -4%
SWGC
2081
Summit Wealth Group (Colorado)
Colorado
$747K +$2.02M +7,727 +851%
EWA
2082
Emergent Wealth Advisors
New York
$747K +$53.1K +203 +8%
TWM
2083
TriaGen Wealth Management
California
$745K -$43.5K -166 -6%
DA
2084
Dash Acquisitions
California
$744K +$393K +1,500 +164%
WF
2085
Wayfinding Financial
Washington
$742K -$2.88K -11 -0.4%
ATS
2086
Ashton Thomas Securities
New York
$741K -$506K -1,935 -42%
NAS
2087
NWF Advisory Services
California
$740K -$88.2K -337 -11%
4A
2088
4Wealth Advisors
Illinois
$740K +$81.9K +313 +14%
LA
2089
LVW Advisors
New York
$739K -$165K -631 -19%
SKK
2090
Shepherd Kaplan Krochuk
Massachusetts
$739K – – –
AI
2091
Accredited Investors
Minnesota
$738K -$251K -959 -27%
SFC
2092
SYM Financial Corp
Indiana
$738K -$2.09K -8 -0.3%
SC
2093
Sapient Capital
Indiana
$738K -$51.6K -197 -7%
BCM
2094
Boltwood Capital Management
California
$736K +$3.93K +15 +0.6%
VCM
2095
Versant Capital Management
Arizona
$736K +$378K +1,446 +124%
BA
2096
Ballast Advisors
Minnesota
$736K +$164K +625 +32%
FPCP
2097
Fort Point Capital Partners
California
$736K -$25.9K -99 -4%
SCM
2098
Sunbeam Capital Management
Georgia
$735K +$26.2K +100 +4%
BFG
2099
Beacon Financial Group
Texas
$735K -$85.6K -327 -11%
AIM
2100
Acropolis Investment Management
Missouri
$734K +$77K +294 +13%
82 83
84
85 86