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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
RS
2751
Rakuten Securities
Japan
$333K +$90.9K +336 +32%
GCM
2752
Graham Capital Management
Connecticut
$332K -$108K -398 -23%
GWAM
2753
Guardian Wealth Advisors (Minnesota)
Minnesota
$332K +$8.93K +33 +2%
FWM
2754
Fingerlakes Wealth Management
New York
$331K – – –
BWM
2755
Birchcreek Wealth Management
Ohio
$331K -$49.2K -182 -12%
EC
2756
EdgeRock Capital
Colorado
$331K +$1.62K +6 +0.4%
SCM
2757
Sollinda Capital Management
Florida
$330K -$10K -37 -3%
CA
2758
Cambridge Advisors
Nebraska
$330K -$33.8K -125 -8%
AM
2759
Atwater Malick
Pennsylvania
$329K – – –
CW
2760
Curio Wealth
Maryland
$329K +$2.17K +8 +0.6%
CC
2761
Citrine Capital
California
$329K +$367K +1,358 New
KA
2762
Kooman & Associates
Pennsylvania
$328K -$2.98K -11 -0.8%
WPA
2763
West Paces Advisors
Georgia
$328K – – –
CFG
2764
Clayton Financial Group
Missouri
$327K – – –
BHC
2765
Bull Harbor Capital
Maryland
$327K +$365K +1,349 New
MWA
2766
Motive Wealth Advisors
Michigan
$326K -$16.2K -60 -4%
BWM
2767
BCS Wealth Management
Tennessee
$325K -$336K -1,242 -48%
ICP
2768
Impact Capital Partners
Colorado
$324K +$19.5K +72 +6%
SFB
2769
STAR Financial Bank
Indiana
$324K +$98.8K +365 +38%
CCC
2770
Compass Capital Corp
Massachusetts
$324K +$1.62K +6 +0.4%
BWM
2771
Boyd Wealth Management
California
$323K – – –
MPWS
2772
McCarter Private Wealth Services
Massachusetts
$323K +$3.52K +13 +1%
SC
2773
Schiavi & Co
Delaware
$323K -$2.99M -11,041 -89%
GRR
2774
Golden Reserve Retirement
Ohio
$322K -$635K -2,346 -64%
WHC
2775
Wulff, Hansen & Co
California
$322K – – –
109 110
111
112 113