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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
LEA
2776
Legacy Edge Advisors
New York
$314K +$9.53K +37 +4%
SG
2777
Sharper & Granite
California
$314K – – –
LFM
2778
LGT Fund Management
Liechtenstein
$313K – – –
TCMP
2779
Thrive Capital Management (Pennsylvania)
Pennsylvania
$313K +$45.6K +177 +20%
MPM
2780
MBB Public Markets
Illinois
$313K -$62.6K -243 -19%
SFP
2781
Shepherd Financial Partners
Massachusetts
$313K – – –
MIM
2782
Morningstar Investment Management
Illinois
$313K +$273K +1,061 New
S
2783
Sunpointe
Missouri
$313K -$5.41K -21 -2%
PRI
2784
Prepared Retirement Institute
Pennsylvania
$313K -$54.4K -211 -17%
CWA
2785
CogentBlue Wealth Advisors
Tennessee
$312K +$43.8K +170 +19%
BRWM
2786
Blue Rock Wealth Management
North Carolina
$310K -$6.18K -24 -2%
ACM
2787
Ascent Capital Management
Oregon
$310K -$8.76K -34 -3%
AWP
2788
Atlas Wealth Partners
Pennsylvania
$310K – – –
JJBC
2789
James J. Burns & Company
New York
$310K +$515 +2 +0.2%
BLAM
2790
Bourne Lent Asset Management
New York
$310K -$25.8K -100 -9%
NME
2791
Notis-McConarty Edward
$310K – – –
WWP
2792
Waypoint Wealth Partners
California
$310K – – –
GA
2793
Gordian Advisors
Arizona
$309K +$515 +2 +0.2%
WDL
2794
Well Done LLC
Michigan
$308K +$258 +1 +0.1%
TW
2795
Traveka Wealth
California
$308K +$17K +66 +7%
LAM
2796
Longboard Asset Management
Arizona
$308K – – –
AFG
2797
Altiora Financial Group
Ohio
$307K – – –
ILI
2798
Invesco LLC (Illinois)
Illinois
$307K -$27.3K -106 -9%
HA
2799
Helium Advisors
Washington
$306K +$515 +2 +0.2%
TA
2800
Tactive Advisors
Florida
$306K +$267K +1,038 New
110 111
112
113 114