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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
GWA
2776
Gutierrez Wealth Advisory
Arkansas
$265K +$1.71K +7 +0.7%
PRS
2777
Pinkerton Retirement Specialists
Idaho
$265K +$260K +1,064 New
BMM
2778
Buffington Mohr McNeal
Idaho
$264K -$347K -1,420 -57%
LFM
2779
LGT Fund Management
Liechtenstein
$264K – – –
SFP
2780
Shepherd Financial Partners
Massachusetts
$264K +$28.1K +115 +12%
FPB
2781
First PREMIER Bank
South Dakota
$264K -$51.4K -210 -17%
MAM
2782
Madison Asset Management
Wisconsin
$264K +$260K +1,061 New
II
2783
Impact Investors
California
$263K -$4.89K -20 -2%
OFG
2784
OmniStar Financial Group
North Carolina
$262K -$956K -3,909 -79%
BHWM
2785
Beaird Harris Wealth Management
Texas
$262K -$36.7K -150 -12%
ISFAN
2786
Investor's Fiduciary Advisor Network
Washington
$262K -$129K -529 -33%
CCA
2787
Catalyst Capital Advisors
New York
$262K +$80K +327 +45%
SFCL
2788
Strengthening Families & Communities LLC
Massachusetts
$262K +$4.4K +18 +1%
BEW
2789
Burton Enright Welch
California
$261K – – –
VFG
2790
V2 Financial group
Illinois
$261K – – –
NME
2791
Notis-McConarty Edward
$261K +$257K +1,050 New
WWP
2792
Waypoint Wealth Partners
California
$261K +$257K +1,050 New
AWP
2793
Atlas Wealth Partners
Pennsylvania
$261K – – –
JJBC
2794
James J. Burns & Company
New York
$261K +$8.56K +35 +3%
CA
2795
Clune & Associates
Illinois
$261K – – –
AC
2796
ASB Consultores
Florida
$260K -$166K -679 -39%
CCM
2797
CAAS Capital Management
New York
$260K +$256K +1,047 New
GA
2798
Gordian Advisors
Arizona
$260K +$734 +3 +0.3%
LAM
2799
Longboard Asset Management
Arizona
$260K – – –
ICM
2800
IMS Capital Management
Oregon
$259K – – –
110 111
112
113 114