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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
MGAM
2076
McGowan Group Asset Management
Texas
$750K +$31.4K +120 +5%
BFG
2077
Baron Financial Group
New Jersey
$750K -$25.4K -97 -4%
GG
2078
Greenwood Gearhart
Arkansas
$750K +$40.6K +155 +6%
HP
2079
Holistic Planning
Texas
$750K +$126K +481 +22%
ACM
2080
Advance Capital Management
Michigan
$750K +$90.6K +346 +15%
TIM
2081
Tortoise Investment Management
New York
$749K -$12K -46 -2%
FBT
2082
First Bankers Trust
Kentucky
$749K -$26.2K -100 -4%
SWGC
2083
Summit Wealth Group (Colorado)
Colorado
$747K +$2.02M +7,727 +851%
EWA
2084
Emergent Wealth Advisors
New York
$747K +$53.1K +203 +8%
TWM
2085
TriaGen Wealth Management
California
$745K -$43.5K -166 -6%
DA
2086
Dash Acquisitions
California
$744K +$393K +1,500 +164%
WF
2087
Wayfinding Financial
Washington
$742K -$2.88K -11 -0.4%
ATS
2088
Ashton Thomas Securities
New York
$741K -$506K -1,935 -42%
NAS
2089
NWF Advisory Services
California
$740K -$88.2K -337 -11%
4A
2090
4Wealth Advisors
Illinois
$740K +$81.9K +313 +14%
LA
2091
LVW Advisors
New York
$739K -$165K -631 -19%
SKK
2092
Shepherd Kaplan Krochuk
Massachusetts
$739K – – –
BWM
2093
Bullock Wealth Management
Indiana
$738K -$8.9K -34 -1%
AI
2094
Accredited Investors
Minnesota
$738K -$251K -959 -27%
SFC
2095
SYM Financial Corp
Indiana
$738K -$2.09K -8 -0.3%
SC
2096
Sapient Capital
Indiana
$738K -$51.6K -197 -7%
BCM
2097
Boltwood Capital Management
California
$736K +$3.93K +15 +0.6%
VCM
2098
Versant Capital Management
Arizona
$736K +$378K +1,446 +124%
BA
2099
Ballast Advisors
Minnesota
$736K +$164K +625 +32%
FPCP
2100
Fort Point Capital Partners
California
$736K -$25.9K -99 -4%
82 83
84
85 86