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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
2926
Cherrydale Wealth Management
New Jersey
$226K -$1.96K -8 -0.9%
ACM
2927
Argent Capital Management
Missouri
$226K +$222K +907 New
SC
2928
Schoolcraft Capital
Colorado
$225K -$19.1K -78 -8%
VAS
2929
Vestmark Advisory Solutions
Massachusetts
$225K +$222K +906 New
S
2930
SharpePoint
Arizona
$225K – – –
DWM
2931
Denver Wealth Management
Colorado
$225K +$221K +905 New
AAMC
2932
Asset Allocation & Management Company
Illinois
$225K +$222K +906 New
DL
2933
DOHJ LLC
Washington
$225K +$221K +905 New
TWM
2934
Topsail Wealth Management
North Carolina
$224K +$221K +902 New
WH
2935
Whitcomb & Hess
Ohio
$224K +$221K +902 New
WSWA
2936
Warren Street Wealth Advisors
California
$224K +$220K +901 New
BSA
2937
Bull Street Advisors
Georgia
$224K +$220K +900 New
WFM
2938
Wolff Financial Management
Michigan
$224K +$221K +902 New
TCM
2939
Tradewinds Capital Management
Washington
$224K -$13K -53 -6%
NI
2940
NCP Inc
California
$224K -$12.2K -50 -5%
SMH
2941
Sanders Morris Harris
Texas
$224K – – –
FB
2942
Finward Bancorp
Indiana
$224K +$220K +900 New
LWM
2943
LongView Wealth Management
Georgia
$224K -$45.3K -185 -17%
FNA
2944
First National Advisers
Nebraska
$224K -$155K -635 -41%
FIBT
2945
First International Bank & Trust
North Dakota
$224K -$20.3K -83 -8%
MCM
2946
Monument Capital Management
Virginia
$223K +$220K +899 New
PWM
2947
Parkshore Wealth Management
California
$223K +$219K +897 New
SRC
2948
Sage Rhino Capital
California
$223K +$219K +895 New
SNBOSD
2949
Security National Bank of So Dak
Iowa
$222K +$219K +894 New
FS
2950
Ferguson Shapiro
Georgia
$222K +$218K +893 New
116 117
118
119 120