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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
AFG
2626
Altiora Financial Group
Ohio
$228K +$202K +1,032 New
FWM
2627
Finer Wealth Management
Massachusetts
$228K +$202K +1,032 New
EW
2628
Enzi Wealth
Texas
$228K +$190K +968 New
TWM
2629
Triton Wealth Management
Arizona
$228K +$203K +1,036 New
PK
2630
Pflug Koory
Nebraska
$227K +$202K +1,029 New
DA
2631
Dillon & Associates
Michigan
$227K +$201K +1,027 New
FA
2632
Fountainhead AM
New Jersey
$227K -$45.9K -234 -19%
KWM
2633
Keebeck Wealth Management
Illinois
$226K +$200K +1,022 New
FNBOH
2634
First National Bank of Hutchinson
Kansas
$226K +$200K +1,020 New
MPI
2635
Mairs & Power Inc
Minnesota
$225K +$199K +1,017 New
PCWA
2636
Pacific Capital Wealth Advisors
California
$224K +$1.18K +6 +0.6%
RW
2637
RVW Wealth
California
$224K -$49K -250 -20%
AM
2638
Atwater Malick
Pennsylvania
$224K +$198K +1,011 New
KFG
2639
Kingdom Financial Group
Arizona
$223K +$198K +1,011 New
RW
2640
REDW Wealth
New Mexico
$223K +$198K +1,009 New
EBSAM
2641
Eubel Brady & Suttman Asset Management
Ohio
$223K -$45.9K -234 -19%
SWG
2642
Summit Wealth Group
Vermont
$223K +$198K +1,011 New
LAS
2643
Lloyd Advisory Services
Georgia
$223K +$197K +1,007 New
KA
2644
Kozak & Associates
Colorado
$222K +$1.57K +8 +0.8%
OR
2645
Olympiad Research
Connecticut
$222K -$36.1K -184 -15%
NG
2646
Northstar Group
New York
$222K +$197K +1,003 New
PFA
2647
Pettinga Financial Advisors
Indiana
$221K +$196K +1,001 New
CA
2648
Crane Advisory
California
$221K +$190K +968 New
KC
2649
Knuff & Co
California
$221K – – –
OSNBOA
2650
Old Second National Bank of Aurora
Illinois
$221K – – –
104 105
106
107 108