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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
GWSA
2651
Global Wealth Strategies & Associates
Colorado
$274K +$25.2K +113 +10%
PF
2652
Prosperitas Financial
California
$273K +$21.2K +95 +8%
GI
2653
GLOBALT Investments
Georgia
$271K – – –
GDP
2654
Great Diamond Partners
Maine
$271K +$24.1K +108 +10%
TWM
2655
Triton Wealth Management
Arizona
$271K +$53K +238 +23%
AA
2656
Armis Advisers
Georgia
$271K +$275K +1,235 New
BWM
2657
Biltmore Wealth Management
Arizona
$271K +$10.2K +46 +4%
ICP
2658
Impact Capital Partners
Colorado
$271K +$275K +1,233 New
UFA
2659
US Financial Advisors
Massachusetts
$270K +$67.7K +304 +33%
BTIM
2660
BancFirst Trust & Investment Management
Oklahoma
$270K -$3.79K -17 -1%
MME
2661
Meag Munich Ergo
Germany
$269K – – –
EWA
2662
Elevate Wealth Advisory
Georgia
$269K +$273K +1,225 New
LCM
2663
Liberty Capital Management
Michigan
$269K – – –
IC
2664
Iconiq Capital
California
$269K +$66.8K +300 +33%
ECM
2665
Elgethun Capital Management
South Dakota
$269K +$2K +9 +0.7%
OCBCO
2666
Oversea-Chinese Banking Corp (OCBC)
Singapore
$269K -$3.1M -13,924 -92%
MA
2667
MKT Advisors
California
$267K +$58.6K +263 +28%
BSTWA
2668
Blake Schutter Theil Wealth Advisors
Ohio
$266K – – –
JBA
2669
Johnson Bixby & Associates
Washington
$266K -$2.67K -12 -1%
BSSFA
2670
Baron Silver Stevens Financial Advisors
Florida
$265K – – –
BHWM
2671
Beaird Harris Wealth Management
Texas
$265K +$59.5K +267 +28%
CPP
2672
Capasso Planning Partners
South Carolina
$264K -$787K -3,535 -75%
BPAMU
2673
BTG Pactual Asset Management US
New York
$264K -$289K -1,297 -52%
WC
2674
Woodstock Corp
Massachusetts
$264K – – –
PIS
2675
POM Investment Strategies
North Carolina
$264K +$118K +531 +79%
105 106
107
108 109