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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
S
2851
Sunpointe
Missouri
$295K -$3.67K -14 -1%
TDC
2852
Thompson Davis & Co
Virginia
$295K +$67.3K +257 +33%
PD
2853
Planning Directions
Pennsylvania
$295K +$33.2K +127 +14%
TC
2854
Trilogy Capital
California
$295K +$81.4K +311 +42%
MAM
2855
MMA Asset Management
Pennsylvania
$294K +$273K +1,042 New
TCM
2856
Triumph Capital Management
Colorado
$293K -$989K -3,777 -78%
LGW
2857
Leslie Global Wealth
Illinois
$293K +$524 +2 +0.2%
SWA
2858
ShankerValleau Wealth Advisors
Illinois
$292K – – –
MSA
2859
Marathon Strategic Advisors
Pennsylvania
$291K +$270K +1,033 New
AFG
2860
Altiora Financial Group
Ohio
$291K -$2.36K -9 -0.9%
CTC
2861
Cetera Trust Company
Minnesota
$291K -$26.2K -100 -9%
AWM
2862
Atticus Wealth Management
Florida
$291K +$1.31K +5 +0.5%
MG
2863
McHugh Group
Ohio
$290K – – –
CA
2864
Clune & Associates
Illinois
$290K -$75.6K -289 -22%
TA
2865
Tactive Advisors
Florida
$289K -$3.14K -12 -1%
CIA
2866
Caerus Investment Advisors
Texas
$289K +$268K +1,024 New
TS
2867
TradeWell Securities
Indiana
$289K +$1.31K +5 +0.5%
CM
2868
Capula Management
Cayman Islands
$288K +$267K +1,020 New
NG
2869
Northstar Group
New York
$288K – – –
TAM
2870
TCP Asset Management
Ohio
$287K +$39.8K +152 +18%
LFP
2871
Lakeshore Financial Planning
Michigan
$287K +$524 +2 +0.2%
AAM
2872
Austin Asset Management
Texas
$287K -$185K -705 -41%
SWG
2873
Summit Wealth Group
Vermont
$286K -$1.57K -6 -0.6%
CA
2874
Crane Advisory
California
$286K +$6.54K +25 +3%
PFA
2875
Pettinga Financial Advisors
Indiana
$286K +$785 +3 +0.3%
113 114
115
116 117