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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
DWMG
2326
DB Wealth Management Group
California
$30.2K – – –
CH
2327
Canton Hathaway
Rhode Island
$29K – – –
LOIP
2328
Live Oak Investment Partners
Texas
$28.5K – – –
FSWA
2329
Financial Synergies Wealth Advisors
Texas
$28.4K +$19K +142 +189%
CWA
2330
Clearview Wealth Advisors
Oregon
$27.9K – – –
BBPWM
2331
Blue Bell Private Wealth Management
Pennsylvania
$27.5K – – –
BIA
2332
Bell Investment Advisors
California
$27.3K -$14.4K -108 -34%
GG
2333
Gleason Group
Kentucky
$26.6K +$268 +2 +1%
VLKIM
2334
Van Lanschot Kempen Investment Management
Netherlands
$26.6K -$21.7K -162 -44%
LG
2335
LAM Group
Oregon
$26.5K – – –
IA
2336
IFS Advisors
Kansas
$25.8K -$2.27K -17 -8%
RTL
2337
Red Tortoise LLC
Georgia
$25.4K +$268 +2 +1%
RWM
2338
Raffa Wealth Management
District of Columbia
$23.6K – – –
HB
2339
Horizon Bancorp
Indiana
$23K -$206K -1,542 -90%
PPWM
2340
PFG Private Wealth Management
Florida
$22.3K +$1.87K +14 +9%
ST
2341
Sageworth Trust
Pennsylvania
$21.2K +$19K +142 +710%
FP
2342
Financial Perspectives
Minnesota
$21K +$16.1K +120 +300%
BSC
2343
Brown Shipley & Co
United Kingdom
$20.9K +$21.7K +162 New
GCM
2344
Gables Capital Management
Florida
$19.7K – – –
LIA
2345
Luken Investment Analytics
Tennessee
$19.7K – – –
2L
2346
25 LLC
Missouri
$19.5K +$21.1K +158 New
CWM
2347
CarsonAllaria Wealth Management
Illinois
$18.9K +$19.3K +144 New
HCM
2348
Horrell Capital Management
Arkansas
$18K – – –
DWA
2349
Delos Wealth Advisors
Texas
$16.8K – – –
BAM
2350
Bellevue Asset Management
Washington
$15.6K – – –
92 93
94
95 96