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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
KLWA
2351
Kelly Lawrence W & Associates
California
$41.9K – – –
PCFFS
2352
Pacific Center for Financial Services
California
$41.7K – – –
JWM
2353
Janiczek Wealth Management
Colorado
$41.5K +$3.48K +27 +10%
BCPWM
2354
Bradley & Co Private Wealth Management
Florida
$40.8K – – –
GWMIA
2355
Global Wealth Management Investment Advisory
Florida
$40.1K +$38.7K +300 New
TFGT
2356
TS Financial Group (TSFG)
Illinois
$36K +$903 +7 +3%
MBFW
2357
Morton Brown Family Wealth
Pennsylvania
$34.3K – – –
RBC
2358
Roble Belko & Company
Pennsylvania
$34K -$44.9K -348 -58%
HIIFS
2359
Harel Insurance Investments & Financial Services
Israel
$34K +$32.3K +250 New
IA
2360
IFS Advisors
Kansas
$32.8K +$6.2K +48 +24%
PPWM
2361
PFG Private Wealth Management
Florida
$32.5K +$9.42K +73 +43%
WPA
2362
West Paces Advisors
Georgia
$32.4K -$7.49K -58 -19%
ODG
2363
O'Dell Group
Ohio
$31K +$29.9K +232 New
PIAS
2364
PCA Investment Advisory Services
Ohio
$30.9K +$29.8K +231 New
CH
2365
Canton Hathaway
Rhode Island
$30K – – –
LOIP
2366
Live Oak Investment Partners
Texas
$29.4K – – –
CWA
2367
Clearview Wealth Advisors
Oregon
$28.5K – – –
CPG
2368
Cornerstone Planning Group
New Jersey
$28.5K +$27.5K +213 New
GG
2369
Gleason Group
Kentucky
$27.5K +$387 +3 +1%
VLKIM
2370
Van Lanschot Kempen Investment Management
Netherlands
$27.2K – – –
LG
2371
LAM Group
Oregon
$27K – – –
RTL
2372
Red Tortoise LLC
Georgia
$26.2K +$258 +2 +1%
FSWA
2373
Financial Synergies Wealth Advisors
Texas
$26K -$2.97K -23 -11%
FA
2374
Fiduciary Alliance
South Carolina
$24.5K +$23.6K +183 New
RWM
2375
Raffa Wealth Management
District of Columbia
$24.1K – – –
93 94
95
96 97