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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
CTC
2551
Cetera Trust Company
Minnesota
$216K – – –
NEPPG
2552
New England Professional Planning Group
Rhode Island
$216K +$206K +1,129 New
AFG
2553
Altiora Financial Group
Ohio
$215K +$206K +1,128 New
MAA
2554
Matrix Asset Advisors
New York
$213K -$61.7K -338 -23%
MPI
2555
Mairs & Power Inc
Minnesota
$213K -$33.8K -185 -14%
AFWM
2556
Abich Financial Wealth Management
Virginia
$213K +$58.4K +320 +40%
CCM
2557
Carlson Capital Management
Minnesota
$212K -$777K -4,258 -79%
OKSA
2558
O'Keefe Stevens Advisory
New York
$212K +$202K +1,110 New
ES
2559
Eagle Strategies
New York
$212K -$251K -1,378 -55%
MCCA
2560
Mill Creek Capital Advisors
Pennsylvania
$212K -$35.8K -196 -15%
CWM
2561
Calamos Wealth Management
Illinois
$211K -$164K -900 -45%
SIM
2562
Stratos Investment Management
Ohio
$211K -$377K -2,068 -65%
SL
2563
Sentinus LLC
Illinois
$211K +$202K +1,105 New
HWA
2564
HHM Wealth Advisors
Tennessee
$210K +$2.74K +15 +1%
SA
2565
SRH Advisors
Kansas
$210K – – –
VFG
2566
V2 Financial group
Illinois
$210K +$201K +1,100 New
IA
2567
IAM Advisory
Pennsylvania
$210K +$200K +1,099 New
VC
2568
Veery Capital
Delaware
$210K +$200K +1,098 New
CL
2569
CIM LLC
New York
$210K -$21.9K -120 -10%
TSWM
2570
Tyler-Stone Wealth Management
Ohio
$209K +$58.7K +322 +42%
SIC
2571
Shoker Investment Counsel
Ohio
$209K +$201K +1,101 New
NWM
2572
Northwest Wealth Management
Iowa
$209K -$29.7K -163 -13%
LSC
2573
Lesa Sroufe & Co
Washington
$209K +$200K +1,095 New
PIMG
2574
Patriot Investment Management Group
Tennessee
$209K +$200K +1,094 New
CFP
2575
Cypress Financial Planning
New Jersey
$209K +$199K +1,093 New
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103
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