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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
IW
2776
IronOak Wealth
Texas
$235K +$238K +1,068 New
SIC
2777
Sigma Investment Counselors
Michigan
$234K +$238K +1,067 New
LFM
2778
LGT Fund Management
Liechtenstein
$234K -$347K -1,558 -59%
TCBWMS
2779
Texas Capital Bank Wealth Management Services
Texas
$233K -$318K -1,427 -57%
GWA
2780
Gutierrez Wealth Advisory
Arkansas
$232K +$235K +1,057 New
AT
2781
Avalon Trust
New Mexico
$232K – – –
BBW
2782
Blue Barn Wealth
Utah
$231K +$12.2K +55 +6%
AWP
2783
Atlas Wealth Partners
Pennsylvania
$231K – – –
BEW
2784
Burton Enright Welch
California
$231K +$22.3K +100 +11%
VFG
2785
V2 Financial group
Illinois
$231K – – –
BBA
2786
Braun-Bostich & Associates
Pennsylvania
$231K -$11.8K -53 -5%
CA
2787
Clune & Associates
Illinois
$230K +$233K +1,048 New
SEM
2788
Strategic Equity Management
Arizona
$230K +$233K +1,047 New
WWM
2789
WT Wealth Management
Arizona
$230K +$233K +1,047 New
ACM
2790
Ascent Capital Management
Oregon
$230K +$233K +1,045 New
WDL
2791
Well Done LLC
Michigan
$230K – – –
LAM
2792
Longboard Asset Management
Arizona
$230K +$233K +1,044 New
GA
2793
Gordian Advisors
Arizona
$229K +$668 +3 +0.3%
VFG
2794
Victory Financial Group
Texas
$229K +$232K +1,043 New
ICM
2795
IMS Capital Management
Oregon
$229K – – –
SCM
2796
Sunbeam Capital Management
Georgia
$229K +$232K +1,042 New
AFG
2797
Altiora Financial Group
Ohio
$229K +$2K +9 +0.9%
ACA
2798
Aspire Capital Advisors
Washington
$229K -$10.5K -47 -4%
ZB
2799
Zions Bancorporation
Utah
$228K -$496K -2,229 -68%
CNWM
2800
Clay Northam Wealth Management
California
$228K -$16.7K -75 -7%
110 111
112
113 114