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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
PD
2851
Planning Directions
Pennsylvania
$295K +$33.2K +127 +14%
TC
2852
Trilogy Capital
California
$295K +$81.4K +311 +42%
MAM
2853
MMA Asset Management
Pennsylvania
$294K +$273K +1,042 New
TCM
2854
Triumph Capital Management
Colorado
$293K -$989K -3,777 -78%
LGW
2855
Leslie Global Wealth
Illinois
$293K +$524 +2 +0.2%
SWA
2856
ShankerValleau Wealth Advisors
Illinois
$292K – – –
MSA
2857
Marathon Strategic Advisors
Pennsylvania
$291K +$270K +1,033 New
AFG
2858
Altiora Financial Group
Ohio
$291K -$2.36K -9 -0.9%
CTC
2859
Cetera Trust Company
Minnesota
$291K -$26.2K -100 -9%
AWM
2860
Atticus Wealth Management
Florida
$291K +$1.31K +5 +0.5%
MG
2861
McHugh Group
Ohio
$290K – – –
CA
2862
Clune & Associates
Illinois
$290K -$75.6K -289 -22%
TA
2863
Tactive Advisors
Florida
$289K -$3.14K -12 -1%
CIA
2864
Caerus Investment Advisors
Texas
$289K +$268K +1,024 New
TS
2865
TradeWell Securities
Indiana
$289K +$1.31K +5 +0.5%
CM
2866
Capula Management
Cayman Islands
$288K +$267K +1,020 New
NG
2867
Northstar Group
New York
$288K – – –
TAM
2868
TCP Asset Management
Ohio
$287K +$39.8K +152 +18%
LFP
2869
Lakeshore Financial Planning
Michigan
$287K +$524 +2 +0.2%
AAM
2870
Austin Asset Management
Texas
$287K -$185K -705 -41%
SWG
2871
Summit Wealth Group
Vermont
$286K -$1.57K -6 -0.6%
CA
2872
Crane Advisory
California
$286K +$6.54K +25 +3%
PFA
2873
Pettinga Financial Advisors
Indiana
$286K +$785 +3 +0.3%
CL
2874
CIM LLC
New York
$286K -$22.2K -85 -8%
HKIMG
2875
Hutchens & Kramer Investment Management Group
Indiana
$286K -$4.45K -17 -2%
113 114
115
116 117