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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
PWMA
2301
Pension & Wealth Management Advisors
Massachusetts
$84.9K +$83K +602 New
CPG
2302
Cornerstone Planning Group
New Jersey
$84.8K +$83K +602 New
ACM
2303
AUA Capital Management
Pennsylvania
$84.5K – – –
RFA
2304
Resurgent Financial Advisors
Georgia
$84.3K +$82.5K +598 New
JFA
2305
JNBA Financial Advisors
Minnesota
$81.7K – – –
R
2306
Rebalance
California
$81.6K +$79.9K +579 New
HFM
2307
Harvest Fund Management
China
$80K +$71K +515 +1,010%
SAM
2308
S.A. Mason
Michigan
$79.6K – – –
MFT
2309
Moisand Fitzgerald Tamayo
Florida
$79.3K +$4.55K +33 +6%
NICM
2310
Neo Ivy Capital Management
New York
$79K +$77.8K +564 New
PG
2311
Proffitt & Goodson
Tennessee
$78.2K – – –
POIA
2312
Pin Oak Investment Advisors
Texas
$78K +$3.59K +26 +5%
3IP
2313
3Chopt Investment Partners
Virginia
$77.6K +$76K +551 New
MIM
2314
Macroview Investment Management
Maryland
$76.9K -$13.4K -97 -15%
WWP
2315
WR Wealth Planners
Missouri
$75.6K +$690 +5 +0.9%
AF
2316
Affiance Financial
Minnesota
$75.4K +$73.8K +535 New
MWM
2317
MinichMacGregor Wealth Management
New York
$73.8K +$72.1K +523 New
HWA
2318
HHM Wealth Advisors
Tennessee
$73.4K -$1.38K -10 -2%
BHWM
2319
Beaird Harris Wealth Management
Texas
$73.3K +$1.93K +14 +3%
WOC
2320
West Oak Capital
California
$72K -$2.76K -20 -4%
SL
2321
Savior LLC
Massachusetts
$70.4K – – –
MCI
2322
MRP Capital Investments
Georgia
$70.4K +$69K +500 New
CB
2323
Centennial Bank
Arkansas
$67.2K +$65.8K +477 New
AWM
2324
Abound Wealth Management
Tennessee
$66.9K +$3.86K +28 +6%
TSWM
2325
Tyler-Stone Wealth Management
Ohio
$64K – – –
91 92
93
94 95