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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
2926
Schoolcraft Capital
Colorado
$225K -$19.1K -78 -8%
VAS
2927
Vestmark Advisory Solutions
Massachusetts
$225K +$222K +906 New
S
2928
SharpePoint
Arizona
$225K – – –
DWM
2929
Denver Wealth Management
Colorado
$225K +$221K +905 New
AAMC
2930
Asset Allocation & Management Company
Illinois
$225K +$222K +906 New
DL
2931
DOHJ LLC
Washington
$225K +$221K +905 New
TWM
2932
Topsail Wealth Management
North Carolina
$224K +$221K +902 New
WH
2933
Whitcomb & Hess
Ohio
$224K +$221K +902 New
WSWA
2934
Warren Street Wealth Advisors
California
$224K +$220K +901 New
BSA
2935
Bull Street Advisors
Georgia
$224K +$220K +900 New
WFM
2936
Wolff Financial Management
Michigan
$224K +$221K +902 New
TCM
2937
Tradewinds Capital Management
Washington
$224K -$13K -53 -6%
NI
2938
NCP Inc
California
$224K -$12.2K -50 -5%
SMH
2939
Sanders Morris Harris
Texas
$224K – – –
FB
2940
Finward Bancorp
Indiana
$224K +$220K +900 New
LWM
2941
LongView Wealth Management
Georgia
$224K -$45.3K -185 -17%
FNA
2942
First National Advisers
Nebraska
$224K -$155K -635 -41%
FIBT
2943
First International Bank & Trust
North Dakota
$224K -$20.3K -83 -8%
MCM
2944
Monument Capital Management
Virginia
$223K +$220K +899 New
PWM
2945
Parkshore Wealth Management
California
$223K +$219K +897 New
SRC
2946
Sage Rhino Capital
California
$223K +$219K +895 New
SNBOSD
2947
Security National Bank of So Dak
Iowa
$222K +$219K +894 New
FS
2948
Ferguson Shapiro
Georgia
$222K +$218K +893 New
TVAMP
2949
Tennessee Valley Asset Management Partners
Tennessee
$221K +$218K +891 New
TAM
2950
Tucker Asset Management
Colorado
$221K -$69.2K -283 -24%
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118
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