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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
PIS
2901
POM Investment Strategies
North Carolina
$233K -$65.1K -266 -22%
OWM
2902
Orca Wealth Management
Florida
$232K -$12.2K -50 -5%
BWM
2903
BlackDiamond Wealth Management
New York
$232K +$228K +932 New
SAM
2904
S.A. Mason
Michigan
$232K +$33K +135 +17%
ACMA
2905
Arbor Capital Management (Alaska)
Alaska
$232K +$1.71K +7 +0.8%
HA
2906
HFG Advisors
Ohio
$232K -$439K -1,796 -66%
GC
2907
Gibson Capital
Pennsylvania
$231K +$227K +930 New
VEA
2908
Virtus ETF Advisers
New York
$231K +$227K +930 New
TLA
2909
Tanglewood Legacy Advisors
Texas
$231K – – –
TC
2910
Trilogy Capital
California
$231K -$11.7K -48 -5%
WDL
2911
Well Done LLC
Michigan
$230K +$1.47K +6 +0.6%
CPA
2912
Capital Performance Advisors
California
$230K +$226K +923 New
WIM
2913
Westside Investment Management
California
$229K – – –
CA
2914
Crane Advisory
California
$228K – – –
SIC
2915
Sigma Investment Counselors
Michigan
$228K -$36.7K -150 -14%
CA
2916
CGN Advisors
Kansas
$228K +$224K +916 New
TPWA
2917
Twin Peaks Wealth Advisors
California
$228K +$231K +946 New
MCCP
2918
Mission Creek Capital Partners
California
$228K -$208K -851 -5%
FI
2919
Financial Insights
Washington
$227K – – –
CFAM
2920
Center For Asset Management
Florida
$227K +$224K +914 New
UFF
2921
USA Financial Formulas
Michigan
$227K +$223K +913 New
VCM
2922
Vivaldi Capital Management
Illinois
$227K +$223K +911 New
AFGAS
2923
Allegiance Financial Group Advisory Services
Virginia
$226K +$223K +911 New
CWM
2924
Cherrydale Wealth Management
New Jersey
$226K -$1.96K -8 -0.9%
ACM
2925
Argent Capital Management
Missouri
$226K +$222K +907 New
115 116
117
118 119