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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
MFWP
2101
Mosaic Family Wealth Partners
Missouri
$245K +$239K +1,736 New
KIG
2102
Kowal Investment Group
Wisconsin
$244K -$83.6K -606 -26%
FZCM
2103
Flynn Zito Capital Management
New York
$244K +$1.38K +10 +0.6%
PFP
2104
Paragon Financial Partners
California
$244K – – –
GWANC
2105
Guardian Wealth Advisors (North Carolina)
North Carolina
$243K +$690 +5 +0.3%
WAL
2106
W Advisors LLC
Tennessee
$243K -$48.7K -353 -17%
EAM
2107
Evanson Asset Management
California
$243K +$238K +1,725 New
TFP
2108
Triune Financial Partners
Kansas
$243K – – –
SCI
2109
Stableford Capital II
Arizona
$243K – – –
WCM
2110
Wedge Capital Management
North Carolina
$242K – – –
FH
2111
FWG Holdings
Florida
$242K +$1.1K +8 +0.5%
AO
2112
Advisor OS
Illinois
$241K +$236K +1,713 New
RBC
2113
Roble Belko & Company
Pennsylvania
$241K -$8.14K -59 -3%
HB
2114
Horizon Bancorp
Indiana
$241K +$236K +1,714 New
KFI
2115
Key Financial Inc
Pennsylvania
$241K – – –
AIP
2116
Ahrens Investment Partners
Louisiana
$241K +$236K +1,708 New
FC
2117
Financial Consulate
Maryland
$240K +$138 +1 +0.1%
CP
2118
Castleview Partners
Texas
$240K +$966 +7 +0.4%
WHC
2119
Wulff, Hansen & Co
California
$239K -$1.38K -10 -0.6%
CCA
2120
Cottonwood Capital Advisors
Utah
$238K -$1.66K -12 -0.7%
RG
2121
Renaissance Group
Kentucky
$237K -$5.52K -40 -2%
CWA
2122
CM Wealth Advisors
Ohio
$237K +$232K +1,683 New
HS
2123
Horan Securities
United States
$237K +$8.69K +63 +4%
LAS
2124
LWM Advisory Services
Florida
$237K -$106K -772 -32%
VFP
2125
Verus Financial Partners
Virginia
$236K -$53.9K -391 -18%
83 84
85
86 87