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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
CFA
2126
Cahill Financial Advisors
Minnesota
$790K -$30K -119 -4%
SSCA
2127
South Shore Capital Advisors
Massachusetts
$789K +$707K +2,807 New
PWMG
2128
Prestige Wealth Management Group
New Jersey
$789K +$584K +2,319 +476%
HCM
2129
Hengehold Capital Management
Ohio
$788K +$1.26K +5 +0.2%
BAM
2130
Bosun Asset Management
Illinois
$787K – – –
FPH
2131
Financial Planning Hawaii
Hawaii
$787K – – –
OCM
2132
Orion Capital Management
California
$785K -$95.2K -378 -12%
MWS
2133
MFA Wealth Services
California
$784K +$115K +455 +19%
OCPWS
2134
One Charles Private Wealth Services
Massachusetts
$783K +$19.9K +79 +3%
HP
2135
Hilltop Partners
Indiana
$781K +$756 +3 +0.1%
FBT
2136
First Bankers Trust
Kentucky
$780K -$135K -535 -16%
1IA
2137
1620 Investment Advisors
Massachusetts
$780K -$86.9K -345 -11%
AA
2138
Acorns Advisers
California
$780K +$108K +429 +18%
TFA
2139
Transamerica Financial Advisors
Florida
$778K -$84.2K -334 -11%
FWA
2140
Flagship Wealth Advisors
Massachusetts
$777K +$88.4K +351 +15%
CHC
2141
City Holding Co
West Virginia
$776K +$504 +2 +0.1%
OCM
2142
One Capital Management
California
$776K – – –
PAW
2143
Plan A Wealth
Nebraska
$775K +$64.5K +256 +10%
RI
2144
Ridgewood Investments
New Jersey
$774K +$441K +1,750 +174%
HWM
2145
Horizon Wealth Management
Illinois
$771K +$3.02K +12 +0.4%
CFG
2146
CMC Financial Group
Georgia
$771K +$87.4K +347 +14%
DI
2147
Disciplined Investments
Oklahoma
$771K +$18.6K +74 +3%
GEA
2148
Glen Eagle Advisors
New Jersey
$769K +$1.76K +7 +0.3%
CFO
2149
Cambient Family Office
Michigan
$768K -$61.2K -243 -8%
IAG
2150
Investment Advisory Group
Massachusetts
$768K -$18.1K -72 -3%
84 85
86
87 88