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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
2801
Cambridge Advisors
Nebraska
$382K – – –
ARG
2802
Advisory Resource Group
Oklahoma
$382K +$29.7K +118 +10%
CW
2803
Curio Wealth
Maryland
$381K -$1.01K -4 -0.3%
MKA
2804
M. Kulyk & Associates
Georgia
$380K -$14.4K -57 -4%
B
2805
Bayban
Minnesota
$380K +$25.2K +100 +8%
SWM
2806
Sandro Wealth Management
New Jersey
$379K +$24.2K +96 +8%
RPA
2807
Rock Point Advisors
Vermont
$379K -$27.7K -110 -8%
WPA
2808
West Paces Advisors
Georgia
$379K -$1.76K -7 -0.5%
EF
2809
Elite Financial
Idaho
$378K -$33.5K -133 -9%
SC
2810
Schiavi & Co
Delaware
$378K +$2.77K +11 +0.8%
GWA
2811
Gutierrez Wealth Advisory
Arkansas
$377K +$12.8K +51 +4%
BWM
2812
Boyd Wealth Management
California
$377K +$1.51K +6 +0.5%
LGW
2813
Leslie Global Wealth
Illinois
$377K +$71.3K +283 +27%
AS
2814
Aware Super
Australia
$376K +$337K +1,337 New
SWM
2815
Sagace Wealth Management
Florida
$375K -$48.9K -194 -13%
SCM
2816
Sollinda Capital Management
Florida
$375K -$7.05K -28 -2%
KBFS
2817
Kohmann Bosshard Financial Services
Ohio
$374K -$13.4K -53 -4%
CMBA
2818
C.M. Bidwell & Associates
Hawaii
$374K +$41.3K +164 +14%
RPGNY
2819
Retirement Planning Group (New York)
New York
$374K -$202K -802 -38%
FA
2820
Fermata Advisors
California
$373K +$57.2K +227 +21%
WHC
2821
Wulff, Hansen & Co
California
$373K – – –
EWA
2822
Eagle Wealth Advisors
Connecticut
$373K +$18.9K +75 +6%
MWM
2823
Melfa Wealth Management
Massachusetts
$373K – – –
FI
2824
Financial Insights
Washington
$373K +$35.8K +142 +12%
CW
2825
CrossGen Wealth
North Carolina
$371K +$54.2K +215 +19%
111 112
113
114 115