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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
SWGC
2426
Summit Wealth Group (Colorado)
Colorado
$550K +$106K +422 +28%
WC
2427
Westerkirk Capital
$549K – – –
RFA
2428
Resurgent Financial Advisors
Georgia
$549K +$81.9K +325 +20%
WWMP
2429
Wagner Wealth Management (Pennsylvania)
Pennsylvania
$549K +$492K +1,951 New
WWG
2430
West Wealth Group
California
$548K +$28.2K +112 +6%
CPW
2431
Cove Private Wealth
New York
$548K +$3.53K +14 +0.7%
BAM
2432
BOS Asset Management
Illinois
$547K – – –
MPPHD
2433
Maloon Powers Pitre Higgins & Dennehy
California
$547K +$490K +1,944 New
WCM
2434
Wedge Capital Management
North Carolina
$546K +$4.54K +18 +0.9%
BTWM
2435
Baker Tilly Wealth Management
Wisconsin
$545K -$144K -573 -23%
BFA
2436
Beacon Financial Advisory
Ohio
$545K -$58.2K -231 -11%
AIS
2437
American Investment Services
Massachusetts
$545K -$565K -2,242 -54%
NWA
2438
New World Advisors
Massachusetts
$544K +$35.5K +141 +8%
PPC
2439
Pennington Partners & Co
Maryland
$543K +$52.9K +210 +12%
PAM
2440
Parvin Asset Management
South Dakota
$543K +$20.2K +80 +4%
PPW
2441
Presilium Private Wealth
Pennsylvania
$542K +$23.9K +95 +5%
FWM
2442
Foguth Wealth Management
Michigan
$541K -$15.6K -62 -2%
FPWM
2443
FSB Premier Wealth Management
Iowa
$538K -$252 -1 -0.1%
AG
2444
AIA Group
Hong Kong
$538K +$482K +1,913 New
AFG
2445
ABLE Financial Group
Arizona
$537K -$17.1K -68 -3%
BSSFA
2446
Baron Silver Stevens Financial Advisors
Florida
$537K +$124K +491 +35%
KWMG
2447
King Wealth Management Group
Florida
$536K +$3.53K +14 +0.7%
HFAS
2448
Hummer Financial Advisory Services
Illinois
$535K – – –
O3W
2449
Omni 360 Wealth
New Jersey
$535K +$50.4K +200 +12%
FNBSF
2450
First National Bank Sioux Falls
South Dakota
$534K – – –
96 97
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