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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
PFP
2301
Paragon Financial Partners
California
$364K – – –
FH
2302
FWG Holdings
Florida
$363K – – –
TWM
2303
Trinity Wealth Management
Pennsylvania
$363K – – –
BAM
2304
Boyar Asset Management
New York
$363K -$29.4K -150 -8%
PCM
2305
Prelude Capital Management
New York
$362K +$26.5K +135 +9%
RMAM
2306
Raab & Moskowitz Asset Management
New Jersey
$359K +$4.31K +22 +1%
PCI
2307
Planning Center Inc
Illinois
$359K – – –
GHA
2308
GW Henssler & Associates
Georgia
$359K +$11.4K +58 +4%
AFPL
2309
Advus Financial Partners, LLC
Florida
$359K -$52.7K -269 -14%
RWS
2310
Resolute Wealth Strategies
Mississippi
$359K – – –
MC
2311
Machina Capital
France
$358K +$54.5K +278 +21%
BWA
2312
Blodgett Wealth Advisors
California
$358K – – –
SDWMA
2313
Schneider Downs Wealth Management Advisors
Pennsylvania
$357K – – –
AGWCA
2314
Annis Gardner Whiting Capital Advisors
Florida
$357K +$17.3K +88 +6%
AAS
2315
Annex Advisory Services
Wisconsin
$356K -$19.8K -101 -6%
EFL
2316
ERn Financial LLC
Wisconsin
$356K +$1.18K +6 +0.4%
DAM
2317
Diamant Asset Management
Connecticut
$356K +$31.4K +160 +11%
FPWM
2318
FSB Premier Wealth Management
Iowa
$355K +$784 +4 +0.2%
STB
2319
S&T Bank
Pennsylvania
$355K +$43.5K +222 +16%
TC
2320
TAP Consulting
Missouri
$355K +$1.37K +7 +0.4%
WWP
2321
WR Wealth Planners
Missouri
$355K -$7.45K -38 -2%
IPWA
2322
International Private Wealth Advisors
California
$354K -$16.9K -86 -5%
EFG
2323
Embree Financial Group
Illinois
$353K +$12.2K +62 +4%
BIA
2324
Beacon Investment Advisors
Maryland
$352K +$980 +5 +0.3%
MKA
2325
M. Kulyk & Associates
Georgia
$351K – – –
91 92
93
94 95