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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
2851
AtlasMark Financial
Texas
$215K – – –
CIS
2852
Connors Investor Services
Pennsylvania
$215K – – –
EWM
2853
Evermay Wealth Management
Virginia
$215K – – –
TC
2854
Trilogy Capital
California
$214K +$12.2K +55 +6%
LEA
2855
Legacy Edge Advisors
New York
$214K -$26.3K -118 -11%
PFA
2856
Pathway Financial Advisors
Vermont
$214K +$217K +973 New
TWA
2857
Talisman Wealth Advisors
New Jersey
$214K – – –
S
2858
Sunpointe
Missouri
$213K -$16.3K -73 -7%
PD
2859
Planning Directions
Pennsylvania
$213K +$1.34K +6 +0.6%
KA
2860
Kozak & Associates
Colorado
$213K +$1.34K +6 +0.6%
GCM
2861
Gallacher Capital Management
Colorado
$213K -$71.5K -321 -25%
GWM
2862
Greenhouse Wealth Management
Connecticut
$213K +$216K +969 New
FFL
2863
Financial Freedom LLC
Ohio
$212K +$1.34K +6 +0.6%
RMC
2864
Ring Mountain Capital
California
$211K +$214K +959 New
CSPIA
2865
Cary Street Partners Investment Advisory
Virginia
$211K -$6.33M -28,408 -97%
RCG
2866
Regatta Capital Group
California
$210K -$1.78K -8 -0.8%
FFG
2867
First Financial Group
North Carolina
$210K +$213K +955 New
YDMI
2868
Y.D. More Investments
Israel
$209K +$668 +3 +0.3%
TCM
2869
Tradewinds Capital Management
Washington
$209K +$190K +853 +853%
NI
2870
NCP Inc
California
$209K -$22.3K -100 -10%
CIA
2871
Cascade Investment Advisors
Oregon
$209K – – –
LK
2872
Lumbard & Kellner
New Hampshire
$209K – – –
BH
2873
Burk Holdings
Oklahoma
$209K +$212K +950 New
TW
2874
Traveka Wealth
California
$209K +$211K +949 New
SFP
2875
Shepherd Financial Partners
Massachusetts
$208K +$211K +947 New
113 114
115
116 117