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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
DI
2201
Disciplined Investments
Oklahoma
$208K +$129 +1 +0.1%
PWM
2202
Prosperity Wealth Management
California
$207K +$200K +1,546 New
GHA
2203
GW Henssler & Associates
Georgia
$206K -$3.23K -25 -2%
HWA
2204
HCR Wealth Advisors
California
$206K +$198K +1,538 New
ARG
2205
Advisory Resource Group
Oklahoma
$205K +$198K +1,533 New
NFP
2206
Narus Financial Partners
Utah
$205K +$197K +1,529 New
WFAG
2207
Wescott Financial Advisory Group
Pennsylvania
$205K +$197K +1,529 New
TLCM
2208
Twin Lakes Capital Management
California
$204K +$645 +5 +0.3%
TAM
2209
Townsend Asset Management
North Carolina
$204K -$29.8K -231 -13%
MW
2210
MBL Wealth
North Carolina
$204K -$36.8K -285 -16%
AA
2211
AJ Advisors
Tennessee
$203K -$39.1K -303 -17%
NAS
2212
NWF Advisory Services
California
$203K – – –
CGFA
2213
Colton Groome Financial Advisors
North Carolina
$203K -$36.3K -281 -16%
LC
2214
Landaas & Company
Wisconsin
$203K +$196K +1,515 New
AT
2215
Arden Trust
Delaware
$203K +$196K +1,520 New
GPA
2216
Guerra Pan Advisors
New Jersey
$202K -$12.9K -100 -6%
PFA
2217
Pure Financial Advisors
California
$202K -$28.6K -222 -13%
RTC
2218
Riverview Trust Company
Washington
$202K -$79.2K -614 -29%
SWM
2219
Seed Wealth Management
Illinois
$201K +$194K +1,504 New
SFM
2220
Signet Financial Management
New Jersey
$201K +$194K +1,501 New
IR
2221
IAT Reinsurance
New York
$201K – – –
MAWCM
2222
Mine & Arao Wealth Creation & Management
California
$201K – – –
NSCM
2223
New South Capital Management
Tennessee
$201K +$194K +1,500 New
PSP
2224
Pacific Sage Partners
Washington
$201K +$193K +1,499 New
BIA
2225
Benchmark Investment Advisors
Illinois
$200K -$171K -1,324 -47%
87 88
89
90 91