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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
2101
Sunbeam Capital Management
Georgia
$735K +$26.2K +100 +4%
BFG
2102
Beacon Financial Group
Texas
$735K -$85.6K -327 -11%
AIM
2103
Acropolis Investment Management
Missouri
$734K +$77K +294 +13%
TFA
2104
Transamerica Financial Advisors
Florida
$734K +$681K +2,602 New
IAG
2105
Investment Advisory Group
Massachusetts
$732K -$7.59K -29 -1%
UF
2106
Univest Financial
Pennsylvania
$731K – – –
FMN
2107
Financial Management Network
California
$730K +$4.97K +19 +0.8%
CFG
2108
Certior Financial Group
Pennsylvania
$730K -$33.5K -128 -5%
GEA
2109
Glen Eagle Advisors
New Jersey
$729K +$6.28K +24 +0.9%
WCFA
2110
Walkner Condon Financial Advisors
Wisconsin
$728K +$27.2K +104 +4%
EFA
2111
Evernest Financial Advisors
Indiana
$728K +$19.6K +75 +3%
FAM
2112
Fenimore Asset Management
New York
$726K – – –
CWM
2113
Centric Wealth Management
Illinois
$726K -$2.36K -9 -0.4%
FFP
2114
FourThought Financial Partners
Florida
$725K -$23.8K -91 -3%
LA
2115
Legacy Advisors
Pennsylvania
$724K +$672K +2,567 New
NRI
2116
NFP Retirement Inc
California
$724K -$294K -1,122 -30%
CPC
2117
Congress Park Capital
New York
$723K – – –
IF
2118
Integrity Financial
Wyoming
$723K +$2.62K +10 +0.4%
CRI
2119
Commonwealth Retirement Investments
Virginia
$722K +$12.8K +49 +2%
TFA
2120
Teamwork Financial Advisors
Texas
$720K -$132K -503 -16%
QFA
2121
Quantum Financial Advisors
California
$720K – – –
OL
2122
OneFund LLC
Florida
$719K +$24.3K +93 +4%
GXJ
2123
Global X Japan
Japan
$719K -$8.64K -33 -1%
FWA
2124
Flagship Wealth Advisors
Massachusetts
$716K +$33K +126 +5%
MWS
2125
MFA Wealth Services
California
$716K +$11K +42 +2%
83 84
85
86 87