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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
2801
BlackDiamond Wealth Management
New York
$313K +$22K +84 +8%
CGFA
2802
Colton Groome Financial Advisors
North Carolina
$312K – – –
VCM
2803
Vivaldi Capital Management
Illinois
$311K +$22.5K +86 +8%
BBW
2804
Blue Barn Wealth
Utah
$311K -$2.09K -8 -0.7%
LWM
2805
LJI Wealth Management
Indiana
$311K – – –
ICM
2806
IMS Capital Management
Oregon
$311K -$26.2K -100 -8%
PIA
2807
Pinion Investment Advisors
Kansas
$311K +$4.97K +19 +2%
CFG
2808
Clayton Financial Group
Missouri
$310K +$288K +1,100 New
CFP
2809
Cypress Financial Planning
New Jersey
$310K +$785 +3 +0.3%
PIMG
2810
Patriot Investment Management Group
Tennessee
$309K -$1.05K -4 -0.4%
ILI
2811
Invesco LLC (Illinois)
Illinois
$308K +$13.6K +52 +5%
CCA
2812
Cadent Capital Advisors
Oklahoma
$308K +$286K +1,093 New
AL
2813
ADE LLC
Maryland
$308K +$286K +1,092 New
TC
2814
TFR Capital
Texas
$308K +$2.36K +9 +0.8%
BC
2815
Bridgefront Capital
Texas
$308K +$286K +1,091 New
TCBWMS
2816
Texas Capital Bank Wealth Management Services
Texas
$308K +$286K +1,091 New
SG
2817
Sharper & Granite
California
$308K – – –
EW
2818
Elyxium Wealth
California
$307K -$244K -931 -46%
WDL
2819
Well Done LLC
Michigan
$306K +$10.2K +39 +4%
RCM
2820
RB Capital Management
Nevada
$306K +$27.2K +104 +11%
MMA
2821
Mizuho Markets Americas
New York
$306K -$3.67K -14 -1%
RDFA
2822
Ritter Daniher Financial Advisory
Ohio
$305K – – –
VFG
2823
V2 Financial group
Illinois
$305K – – –
ALA
2824
Atlas Legacy Advisors
California
$304K +$282K +1,079 New
BHWM
2825
Beaird Harris Wealth Management
Texas
$304K +$785 +3 +0.3%
111 112
113
114 115