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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
DA
2901
Doliver Advisors
Texas
– -$207K -1,084 Closed
SCM
2902
Spreng Capital Management
Ohio
– -$206K -1,081 Closed
PD
2903
Planning Directions
Pennsylvania
– -$206K -1,079 Closed
WDL
2904
Well Done LLC
Michigan
– -$205K -1,072 Closed
CD
2905
Chapin Davis
Maryland
– -$205K -1,071 Closed
PAG
2906
Powers Advisory Group
Illinois
– -$204K -1,066 Closed
RC
2907
Rovin Capital
Arizona
– -$203K -1,064 Closed
LP
2908
LGL Partners
Pennsylvania
– -$202K -1,057 Closed
JFL
2909
Jarislowsky, Fraser Ltd
Quebec, Canada
– -$201K -1,050 Closed
LFA
2910
LGT Financial Advisors
Texas
– -$191K -1,000 Closed
FFWA
2911
FRG Family Wealth Advisors
Washington
– -$163K -978 Closed
IWA
2912
Icon Wealth Advisors
Texas
– -$179K -936 Closed
FIM
2913
Fernwood Investment Management
Massachusetts
– -$142K -741 Closed
NIC
2914
Northwest Investment Counselors
Oregon
– -$136K -712 Closed
NCTC
2915
New Covenant Trust Company
Indiana
– -$125K -657 Closed
GFL
2916
Granite FO LLC
New Hampshire
– -$84.9K -428 Closed
SPM
2917
Symmetry Peak Management
Pennsylvania
– -$74.5K -390 Closed
FSWA
2918
Financial Synergies Wealth Advisors
Texas
– -$37.9K -198 Closed
SWS
2919
SYSTM Wealth Solutions
Illinois
– -$35.5K -186 Closed
LD
2920
Lipe & Dalton
New York
– -$19K -100 Closed
MAM
2921
MMA Asset Management
Pennsylvania
– -$17K -89 Closed
GAA
2922
Global Assets Advisory
Florida
– -$15.8K -83 Closed
MUMSS
2923
Mitsubishi UFJ Morgan Stanley Securities
Japan
– -$7.07K -37 Closed
TWP
2924
TFO Wealth Partners
Ohio
– -$573 -3 Closed
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