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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
YDMI
2301
Y.D. More Investments
Israel
$52.4K – – –
NA
2302
Nordwand Advisors
Pennsylvania
$51.6K +$52.7K +394 New
NECFA
2303
New England Capital Financial Advisors
Connecticut
$51.5K – – –
MIA
2304
Milestone Investment Advisors
Wisconsin
$49.2K +$50.2K +375 New
RDIA
2305
RE Dickinson Investment Advisors
Iowa
$49K +$7.89K +59 +19%
RFA
2306
Resurgent Financial Advisors
Georgia
$48.4K -$30.6K -229 -38%
RF
2307
Robbins Farley
New Hampshire
$48K -$3.75K -28 -7%
PAG
2308
Paladin Advisory Group
Iowa
$45.6K +$46.6K +348 New
GFWA
2309
Grey Fox Wealth Advisors
Delaware
$44.2K +$36.8K +275 +444%
VCM
2310
Versant Capital Management
Arizona
$44.2K +$40.1K +300 +811%
KFS
2311
Kelly Financial Services
Massachusetts
$44K +$268 +2 +0.6%
EWP
2312
Elevation Wealth Partners
California
$43.4K +$44.3K +331 New
MFA
2313
McClarren Financial Advisors
Pennsylvania
$43K +$401 +3 +0.9%
PCFFS
2314
Pacific Center for Financial Services
California
$40.9K +$41.7K +312 New
KLWA
2315
Kelly Lawrence W & Associates
California
$40.4K – – –
BCPWM
2316
Bradley & Co Private Wealth Management
Florida
$40K – – –
WPA
2317
West Paces Advisors
Georgia
$39.3K +$5.62K +42 +16%
RFG
2318
RFP Financial Group
Georgia
$38.8K -$104K -775 -72%
FCAS
2319
First Command Advisory Services
Texas
$36.7K +$37.5K +280 New
JWM
2320
Janiczek Wealth Management
Colorado
$36.3K -$8.16K -61 -18%
TFGT
2321
TS Financial Group (TSFG)
Illinois
$34K +$401 +3 +1%
MBFW
2322
Morton Brown Family Wealth
Pennsylvania
$33.6K – – –
GKIM
2323
GW&K Investment Management
Massachusetts
$33K +$33.4K +250 New
WPWM
2324
Western Pacific Wealth Management
Illinois
$32.9K – – –
DWMG
2325
DB Wealth Management Group
California
$30.2K – – –
91 92
93
94 95