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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
MSFP
2101
Mark Sheptoff Financial Planning
Connecticut
$13K – – –
JWM
2102
Janiczek Wealth Management
Colorado
$12K +$5.43K +47 +84%
SIM
2103
Seaview Investment Managers
Florida
$12K +$9.13K +79 +272%
TCCM
2104
Timber Creek Capital Management
Massachusetts
$11K -$9.71K -84 -46%
MFM
2105
MD Financial Management
Ontario, Canada
$11K +$10.3K +89 New
DI
2106
Disciplined Investments
Oklahoma
$10K – – –
RWG
2107
Regal Wealth Group
California
$10K – – –
TCWA
2108
Ten Capital Wealth Advisors
Washington
$10K +$9.71K +84 New
FP
2109
Fiduciary Planning
Florida
$10K +$10.1K +87 New
UFF
2110
USA Financial Formulas
Michigan
$8K +$3.58K +31 +89%
BIP
2111
Bouvel Investment Partners
Pennsylvania
$8K +$7.86K +68 New
FPW
2112
Flagship Private Wealth
Massachusetts
$7.1K +$7.05K +61 New
AIL
2113
AGF Investments LLC
Ontario, Canada
$7K -$375K -3,249 -98%
FA
2114
Financial Avengers
California
$7K +$6.24K +54 New
TAM
2115
Tucker Asset Management
Colorado
$6.29K +$6.01K +52 New
TFGT
2116
TS Financial Group (TSFG)
Illinois
$6K -$116 -1 -2%
LGWM
2117
Litman Gregory Wealth Management
California
$6K – – –
MAWCM
2118
Mine & Arao Wealth Creation & Management
California
$6K – – –
LWP
2119
Laurel Wealth Planning
Minnesota
$6K +$5.43K +47 New
GI
2120
GS Investments
Minnesota
$6K +$6.01K +52 New
IPW
2121
IronBridge Private Wealth
Texas
$6K +$6.13K +53 New
BA
2122
Bellwether Advisors
Nebraska
$6K +$6.24K +54 New
CIA
2123
CSat Investment Advisory
Michigan
$5K -$2.81M -24,274 -100%
SFO
2124
Standard Family Office
South Dakota
$5K +$4.85K +42 New
AJ
2125
Ashburton (Jersey)
Jersey
$4K – – –
83 84
85
86 87