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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
TTWM
2551
TCV Trust & Wealth Management
Virginia
$218K +$208K +1,141 New
SC
2552
Schoolcraft Capital
Colorado
$217K +$207K +1,137 New
CTC
2553
Cetera Trust Company
Minnesota
$216K – – –
NEPPG
2554
New England Professional Planning Group
Rhode Island
$216K +$206K +1,129 New
AFG
2555
Altiora Financial Group
Ohio
$215K +$206K +1,128 New
MAA
2556
Matrix Asset Advisors
New York
$213K -$61.7K -338 -23%
MPI
2557
Mairs & Power Inc
Minnesota
$213K -$33.8K -185 -14%
AFWM
2558
Abich Financial Wealth Management
Virginia
$213K +$58.4K +320 +40%
CCM
2559
Carlson Capital Management
Minnesota
$212K -$777K -4,258 -79%
OKSA
2560
O'Keefe Stevens Advisory
New York
$212K +$202K +1,110 New
ES
2561
Eagle Strategies
New York
$212K -$251K -1,378 -55%
MCCA
2562
Mill Creek Capital Advisors
Pennsylvania
$212K -$35.8K -196 -15%
CWM
2563
Calamos Wealth Management
Illinois
$211K -$164K -900 -45%
SIM
2564
Stratos Investment Management
Ohio
$211K -$377K -2,068 -65%
SL
2565
Sentinus LLC
Illinois
$211K +$202K +1,105 New
HWA
2566
HHM Wealth Advisors
Tennessee
$210K +$2.74K +15 +1%
SA
2567
SRH Advisors
Kansas
$210K – – –
VFG
2568
V2 Financial group
Illinois
$210K +$201K +1,100 New
IA
2569
IAM Advisory
Pennsylvania
$210K +$200K +1,099 New
VC
2570
Veery Capital
Delaware
$210K +$200K +1,098 New
CL
2571
CIM LLC
New York
$210K -$21.9K -120 -10%
TSWM
2572
Tyler-Stone Wealth Management
Ohio
$209K +$58.7K +322 +42%
SIC
2573
Shoker Investment Counsel
Ohio
$209K +$201K +1,101 New
NWM
2574
Northwest Wealth Management
Iowa
$209K -$29.7K -163 -13%
LSC
2575
Lesa Sroufe & Co
Washington
$209K +$200K +1,095 New
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103
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