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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
2901
Spreng Capital Management
Ohio
– -$206K -1,081 Closed
PD
2902
Planning Directions
Pennsylvania
– -$206K -1,079 Closed
WDL
2903
Well Done LLC
Michigan
– -$205K -1,072 Closed
CD
2904
Chapin Davis
Maryland
– -$205K -1,071 Closed
PAG
2905
Powers Advisory Group
Illinois
– -$204K -1,066 Closed
RC
2906
Rovin Capital
Arizona
– -$203K -1,064 Closed
LP
2907
LGL Partners
Pennsylvania
– -$202K -1,057 Closed
JFL
2908
Jarislowsky, Fraser Ltd
Quebec, Canada
– -$201K -1,050 Closed
LFA
2909
LGT Financial Advisors
Texas
– -$191K -1,000 Closed
FFWA
2910
FRG Family Wealth Advisors
Washington
– -$163K -978 Closed
IWA
2911
Icon Wealth Advisors
Texas
– -$179K -936 Closed
FIM
2912
Fernwood Investment Management
Massachusetts
– -$142K -741 Closed
NIC
2913
Northwest Investment Counselors
Oregon
– -$136K -712 Closed
NCTC
2914
New Covenant Trust Company
Indiana
– -$125K -657 Closed
GFL
2915
Granite FO LLC
New Hampshire
– -$84.9K -428 Closed
SPM
2916
Symmetry Peak Management
Pennsylvania
– -$74.5K -390 Closed
FSWA
2917
Financial Synergies Wealth Advisors
Texas
– -$37.9K -198 Closed
SWS
2918
SYSTM Wealth Solutions
Illinois
– -$35.5K -186 Closed
LD
2919
Lipe & Dalton
New York
– -$19K -100 Closed
MAM
2920
MMA Asset Management
Pennsylvania
– -$17K -89 Closed
MUMSS
2921
Mitsubishi UFJ Morgan Stanley Securities
Japan
– -$7.07K -37 Closed
FGAM
2922
Financial Gravity Asset Management
Texas
– -$703 -3 Closed
TWP
2923
TFO Wealth Partners
Ohio
– -$573 -3 Closed
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