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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
KFA
2101
Kelleher Financial Advisors
New York
$849K +$19.5K +65 +2%
BFS
2102
Beacon Financial Strategies
North Carolina
$847K +$296K +990 +53%
AWM
2103
Aberdeen Wealth Management
Illinois
$847K – – –
S
2104
Sachetta
Massachusetts
$847K -$217K -726 -20%
NCM
2105
Novare Capital Management
North Carolina
$846K +$5.69K +19 +0.7%
HW
2106
HORAN Wealth
Ohio
$844K +$11.1K +37 +1%
LC
2107
Lavelle Capital
California
$844K +$854K +2,850 New
BWA
2108
BlueSky Wealth Advisors
North Carolina
$843K -$5.09K -17 -0.6%
FFP
2109
FourThought Financial Partners
Florida
$840K +$79.1K +264 +10%
AWP
2110
Abacus Wealth Partners
California
$840K +$463K +1,547 +120%
FUBT
2111
First United Bank & Trust
Maryland
$839K -$94.6K -316 -10%
CNC
2112
Citizens & Northern Corp
Pennsylvania
$839K -$8.09K -27 -0.9%
BWS
2113
Broadway Wealth Solutions
Texas
$836K -$16.5K -55 -2%
CGA
2114
Crescent Grove Advisors
Illinois
$834K – – –
LW
2115
Libra Wealth
California
$833K – – –
MF
2116
Manchester Financial
California
$832K +$131K +438 +18%
BAM
2117
Bosun Asset Management
Illinois
$829K – – –
DG
2118
DMC Group
Alabama
$827K -$82.1K -274 -9%
T
2119
Tableaux
Massachusetts
$826K -$730K -2,437 -48%
LA
2120
Legacy Advisors
Pennsylvania
$825K +$65.9K +220 +9%
AG
2121
AmeriFlex Group
Nevada
$825K -$23.4K -78 -3%
AWA
2122
Alta Wealth Advisors
Massachusetts
$825K +$35.9K +120 +5%
IAS
2123
IMA Advisory Services
Colorado
$820K +$827K +2,761 +34,513%
HCM
2124
Hengehold Capital Management
Ohio
$819K – – –
IAG
2125
Investment Advisory Group
Massachusetts
$819K +$50.9K +170 +7%
83 84
85
86 87