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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
DA
2751
Dash Acquisitions
California
$242K – – –
SPWM
2752
Schrum Private Wealth Management
Florida
$242K -$293K -1,316 -54%
SA
2753
SRH Advisors
Kansas
$242K – – –
BZWA
2754
Blue Zone Wealth Advisors
California
$242K +$245K +1,100 New
CL
2755
CIM LLC
New York
$241K – – –
NWM
2756
Northwest Wealth Management
Iowa
$241K +$223 +1 +0.1%
PIMG
2757
Patriot Investment Management Group
Tennessee
$241K – – –
RCM
2758
RB Capital Management
Nevada
$240K +$1.11K +5 +0.5%
RFS
2759
Richardson Financial Services
Massachusetts
$240K -$15.6K -70 -6%
SG
2760
Sharper & Granite
California
$240K +$243K +1,090 New
EA
2761
Ellsworth Advisors
Ohio
$239K +$1.56K +7 +0.6%
VC
2762
Veery Capital
Delaware
$239K -$891 -4 -0.4%
GL
2763
Gerber LLC
Ohio
$239K – – –
LWM
2764
LongView Wealth Management
Georgia
$238K -$10.7K -48 -4%
PPWM
2765
PFG Private Wealth Management
Florida
$238K +$2.67K +12 +1%
GKIM
2766
GW&K Investment Management
Massachusetts
$238K +$668 +3 +0.3%
RDFA
2767
Ritter Daniher Financial Advisory
Ohio
$238K +$22.7K +102 +10%
SIA
2768
Strategic Investment Advisors
Michigan
$238K +$4.01K +18 +2%
II
2769
Impact Investors
California
$237K +$240K +1,079 New
CD
2770
Chapin Davis
Maryland
$237K – – –
IA
2771
IAM Advisory
Pennsylvania
$237K +$1.56K +7 +0.7%
LBWM
2772
Left Brain Wealth Management
Illinois
$236K -$3.12K -14 -1%
EMAM
2773
Encompass More Asset Management
California
$235K +$238K +1,070 New
UHC
2774
Union Heritage Capital
Michigan
$235K – – –
RCP
2775
Rothschild Capital Partners
New York
$235K +$238K +1,070 New
109 110
111
112 113