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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
LFG
2701
Lazard Frères Gestion
France
$208K +$185K +942 New
HCM
2702
Hollencrest Capital Management
California
$208K +$588 +3 +0.3%
CMAI
2703
Capital Management Associates Inc
Minnesota
$208K +$184K +940 New
ST
2704
Somerset Trust
Pennsylvania
$208K +$184K +940 New
MAV
2705
Mason & Associates (Virginia)
Virginia
$208K +$184K +939 New
TIM
2706
Total Investment Management
Arizona
$208K +$184K +939 New
WAM
2707
Weinberger Asset Management
California
$208K +$184K +939 New
BHWM
2708
Beaird Harris Wealth Management
Texas
$207K -$58.6K -299 -24%
FWM
2709
FMB Wealth Management
California
$207K +$183K +934 New
OWM
2710
Opes Wealth Management
California
$206K +$183K +934 New
TLA
2711
Tanglewood Legacy Advisors
Texas
$206K – – –
MG
2712
Marex Group
$205K -$418K -2,134 -70%
LL
2713
LWMG LLC
Minnesota
$205K +$182K +927 New
WWM
2714
Waterway Wealth Management
Texas
$205K -$421K -2,148 -70%
SAM
2715
SP Asset Management
California
$205K +$182K +927 New
UFA
2716
US Financial Advisors
Massachusetts
$205K +$182K +926 New
CWA
2717
Canvas Wealth Advisors
Kansas
$204K +$181K +924 New
IC
2718
Iconiq Capital
California
$204K +$181K +923 New
TC
2719
Trilogy Capital
California
$203K +$180K +920 New
MA
2720
MKT Advisors
California
$203K +$181K +925 New
TA
2721
TFB Advisors
Kansas
$203K +$180K +918 New
SMA
2722
Seven Mile Advisory
New Jersey
$203K +$180K +918 New
WBC
2723
West Branch Capital
Massachusetts
$202K +$38.2K +195 +27%
LGW
2724
Leslie Global Wealth
Illinois
$202K +$179K +915 New
FI
2725
Financial Insights
Washington
$202K +$179K +914 New
107 108
109
110 111