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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
VC
2751
Veery Capital
Delaware
$271K +$734 +3 +0.3%
RFS
2752
Richardson Financial Services
Massachusetts
$271K – – –
SG
2753
Sharper & Granite
California
$271K – – –
KWA
2754
Kellett Wealth Advisors
Ohio
$271K +$266K +1,088 New
FWM
2755
Foguth Wealth Management
Michigan
$270K -$52.3K -214 -16%
ACM
2756
Ascent Capital Management
Oregon
$270K +$10K +41 +4%
GL
2757
Gerber LLC
Ohio
$270K – – –
LGW
2758
Leslie Global Wealth
Illinois
$270K +$34.7K +142 +15%
IP
2759
Interval Partners
New York
$270K +$265K +1,084 New
IA
2760
IAM Advisory
Pennsylvania
$269K +$1.71K +7 +0.7%
SIA
2761
Strategic Investment Advisors
Michigan
$269K +$245 +1 +0.1%
RDFA
2762
Ritter Daniher Financial Advisory
Ohio
$269K – – –
S
2763
Sunpointe
Missouri
$269K +$27.2K +111 +11%
LSWP
2764
Liberty Square Wealth Partners
Pennsylvania
$269K – – –
BRWM
2765
Blue Rock Wealth Management
North Carolina
$268K -$7.83K -32 -3%
LI
2766
LifeWealth Investments
Florida
$267K -$238K -973 -48%
IA
2767
Intellus Advisors
Florida
$267K +$263K +1,075 New
CGFA
2768
Colton Groome Financial Advisors
North Carolina
$267K -$13.5K -55 -5%
MYLI
2769
Meiji Yasuda Life Insurance
Japan
$267K +$262K +1,072 New
RCP
2770
Rothschild Capital Partners
New York
$266K – – –
UHC
2771
Union Heritage Capital
Michigan
$266K – – –
B
2772
Bensler
Washington
$266K +$261K +1,068 New
AIA
2773
Arbor Investment Advisors
North Carolina
$265K +$261K +1,066 New
GWA
2774
Gutierrez Wealth Advisory
Arkansas
$265K +$1.71K +7 +0.7%
PRS
2775
Pinkerton Retirement Specialists
Idaho
$265K +$260K +1,064 New
109 110
111
112 113