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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
LB
2851
Legacy Bridge
Iowa
– -$277K -1,448 Closed
BWA
2852
Beam Wealth Advisors
Louisiana
– -$275K -1,441 Closed
SMF
2853
Sterling Manor Financial
New York
– -$264K -1,381 Closed
LFS
2854
Legacy Financial Strategies
Kansas
– -$255K -1,337 Closed
DWA
2855
Delap Wealth Advisory
Oregon
– -$250K -1,309 Closed
ACA
2856
Aspire Capital Advisors
Washington
– -$244K -1,277 Closed
CCM
2857
Chickasaw Capital Management
Tennessee
– -$243K -1,271 Closed
MA
2858
Mezzasalma Advisors
New Jersey
– -$240K -1,255 Closed
ITB
2859
Idaho Trust Bank
Idaho
– -$239K -1,254 Closed
CAMV
2860
Concord Asset Management (Virginia)
Virginia
– -$239K -1,249 Closed
FIBT
2861
First International Bank & Trust
North Dakota
– -$235K -1,229 Closed
CPRC
2862
Consolidated Portfolio Review Corp
New York
– -$234K -1,226 Closed
PFA
2863
Pinnacle Family Advisors
Missouri
– -$234K -1,224 Closed
FA
2864
FDx Advisors
Illinois
– -$231K -1,209 Closed
KFG
2865
Kingdom Financial Group
Arizona
– -$229K -1,198 Closed
RCM
2866
Rain Capital Management
Oregon
– -$227K -1,190 Closed
BWM
2867
BCS Wealth Management
Tennessee
– -$227K -1,188 Closed
GWWM
2868
Great Waters Wealth Management
Minnesota
– -$227K -1,187 Closed
MYLI
2869
Meiji Yasuda Life Insurance
Japan
– -$226K -1,181 Closed
BCM
2870
Brown Capital Management
Maryland
– -$224K -1,175 Closed
SIG
2871
Spinnaker Investment Group
California
– -$224K -1,172 Closed
DWG
2872
Darden Wealth Group
Michigan
– -$223K -1,170 Closed
ZIMP
2873
Zimmermann Investment Management & Planning
Pennsylvania
– -$221K -1,158 Closed
DA
2874
Dillon & Associates
Michigan
– -$220K -1,152 Closed
NCMW
2875
Northern Capital Management (Washington)
Washington
– -$220K -1,151 Closed
113 114
115
116 117