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IBM
IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
AG
2126
AmeriFlex Group
Nevada
$825K -$23.4K -78 -3%
AWA
2127
Alta Wealth Advisors
Massachusetts
$825K +$35.9K +120 +5%
IAS
2128
IMA Advisory Services
Colorado
$820K +$827K +2,761 +34,513%
HCM
2129
Hengehold Capital Management
Ohio
$819K – – –
IAG
2130
Investment Advisory Group
Massachusetts
$819K +$50.9K +170 +7%
RP
2131
Rowlandmiller & Partners
Georgia
$818K -$8.98K -30 -1%
RFA
2132
Reyes Financial Architecture
California
$818K +$12.3K +41 +2%
PWP
2133
Private Wealth Partners
California
$818K – – –
PUI
2134
Purpose Unlimited Inc
$817K +$826K +2,757 New
MWM
2135
MOR Wealth Management
Pennsylvania
$816K +$825K +2,756 New
CPWA
2136
Cerro Pacific Wealth Advisors
California
$816K -$9.28K -31 -1%
ARC
2137
Advisor Resource Council
Texas
$815K +$780K +2,603 New
WI
2138
WrapManager Inc
California
$815K -$160K -534 -16%
BLC
2139
Brown, Lisle/Cummings
Rhode Island
$814K -$15K -50 -2%
CH
2140
Cromwell Holdings
Wyoming
$813K – – –
LWM
2141
Lyell Wealth Management
California
$813K +$92.8K +310 +13%
CFG
2142
CMC Financial Group
Georgia
$813K -$599 -2 -0.1%
FWA
2143
Flagship Wealth Advisors
Massachusetts
$812K +$61.4K +205 +8%
BWM
2144
Bernicke Wealth Management
Wisconsin
$811K +$820K +2,737 New
CFS
2145
Commonwealth Financial Services
West Virginia
$810K +$21.6K +72 +3%
SRIM
2146
Saratoga Research & Investment Management
California
$810K -$1.5K -5 -0.2%
AP
2147
Anchyra Partners
Georgia
$810K +$819K +2,733 New
SHGA
2148
Sand Hill Global Advisors
California
$809K +$60.8K +203 +8%
LIM
2149
Loudon Investment Management
New Hampshire
$808K – – –
RIM
2150
Redwood Investment Management
Arizona
$804K -$1.51M -5,027 -65%
84 85
86
87 88