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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
KG
2926
Kieckhefer Group
Wisconsin
$168K +$171K +766 New
WFA
2927
West Financial Advisors
Iowa
$168K +$171K +766 New
NWWA
2928
New Wave Wealth Advisors
Arkansas
$168K +$170K +763 New
MAM
2929
Marquette Asset Management
Minnesota
$168K -$19.4K -87 -10%
JFGIW
2930
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$167K +$20K +90 +16%
FFA
2931
Fairfield Financial Advisors
Massachusetts
$164K -$1.34K -6 -0.8%
HNW
2932
High Note Wealth
Minnesota
$163K +$165K +743 New
FFA
2933
Frazier Financial Advisors
Ohio
$161K – – –
RS
2934
Rakuten Securities
Japan
$161K +$35.2K +158 +28%
CCA
2935
Catalyst Capital Advisors
New York
$160K -$150K -672 -48%
SWM
2936
Sanctuary Wealth Management
Idaho
$157K +$12.2K +55 +8%
BL
2937
BFSG LLC
California
$154K -$41.2K -185 -21%
GCM
2938
GKV Capital Management
California
$154K +$156K +700 New
WA
2939
WPG Advisers
Maryland
$153K +$155K +694 New
FMP
2940
Financial Management Professionals
Texas
$151K +$7.79K +35 +5%
CSWM
2941
Cassady Schiller Wealth Management
Ohio
$148K +$10.5K +47 +7%
AWM
2942
Abound Wealth Management
Tennessee
$148K +$4.68K +21 +3%
VCM
2943
Versant Capital Management
Arizona
$141K +$68.6K +308 +92%
SPF
2944
South Plains Financial
Texas
$138K +$140K +627 New
MDA
2945
Minot DeBlois Advisors
Massachusetts
$137K +$139K +625 New
FCT
2946
First Community Trust
Iowa
$136K – – –
PWMA
2947
Pension & Wealth Management Advisors
Massachusetts
$135K +$223 +1 +0.2%
CCM
2948
Cutler Capital Management
Massachusetts
$134K – – –
GJIA
2949
Glass Jacobson Investment Advisors
Maryland
$132K +$4.9K +22 +4%
PAM
2950
Paradigm Asset Management
New York
$132K -$1.96M -8,800 -94%
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