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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
EI
2551
Ellevest Inc
New York
$311K +$7.35K +33 +2%
SF
2552
Safeguard Financial
Wisconsin
$310K +$314K +1,411 New
BI
2553
Bolthouse Investments
California
$310K +$314K +1,410 New
DFP
2554
Defined Financial Planning
California
$310K +$314K +1,410 New
EWA
2555
Encompass Wealth Advisors
Oregon
$310K -$423K -1,898 -57%
ACM
2556
Ashford Capital Management
Delaware
$310K -$3.79K -17 -1%
CCM
2557
Carlson Capital Management
Minnesota
$310K +$59.5K +267 +23%
PA
2558
Pineridge Advisors
Missouri
$309K +$2.23K +10 +0.7%
SLC
2559
Second Line Capital
Louisiana
$309K – – –
EW
2560
Enzi Wealth
Texas
$308K +$92.2K +414 +43%
AMG
2561
Asset Management Group
Connecticut
$308K +$2.23K +10 +0.7%
KFA
2562
Kelleher Financial Advisors
New York
$308K +$28.5K +128 +10%
MC
2563
Machina Capital
France
$308K -$49.2K -221 -14%
MAWCM
2564
Mine & Arao Wealth Creation & Management
California
$308K -$22.3K -100 -7%
FRM
2565
Foundation Resource Management
Arkansas
$308K – – –
AHL
2566
Abel Hall LLC
Louisiana
$307K +$13.4K +60 +4%
BFA
2567
Beacon Financial Advisory
Ohio
$307K -$904K -4,058 -74%
SA
2568
Skyline Advisors
Washington
$307K +$223 +1 +0.1%
PWMG
2569
Private Wealth Management Group
New Jersey
$306K +$128K +573 +70%
RSWA
2570
Robinson Smith Wealth Advisors
Maine
$306K – – –
CA
2571
Cache Advisors
California
$305K +$309K +1,387 New
GCP
2572
Gill Capital Partners
Colorado
$305K +$66.8K +300 +28%
RWM
2573
Rockline Wealth Management
New York
$305K – – –
WAOI
2574
Wealth Advisors of Iowa
Iowa
$304K -$20.5K -92 -6%
RWM
2575
Revisor Wealth Management
Ohio
$304K -$164K -735 -35%
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103
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