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IBM
IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
SRC
2951
Sage Rhino Capital
California
$266K -$3.4K -13 -1%
SIC
2952
Sigma Investment Counselors
Michigan
$266K +$11K +42 +5%
CCA
2953
Conservest Capital Advisors
Pennsylvania
$266K +$262 +1 +0.1%
FFWA
2954
FRG Family Wealth Advisors
Washington
$266K – – –
WF
2955
Williams Financial
Vermont
$266K – – –
SPA
2956
Shore Point Advisors
New Jersey
$265K +$246K +940 New
OWM
2957
Orca Wealth Management
Florida
$265K – – –
HCWM
2958
Hidden Cove Wealth Management
Washington
$265K +$7.85K +30 +3%
LSWP
2959
Liberty Square Wealth Partners
Pennsylvania
$265K -$5.5K -21 -2%
VC
2960
Veery Capital
Delaware
$264K -$2.88K -11 -1%
IF
2961
IRON Financial
Illinois
$264K -$26.4K -101 -10%
ST
2962
Somerset Trust
Pennsylvania
$264K +$26.2K +100 +12%
FP
2963
Fiduciary Planning
Florida
$264K +$245K +935 New
SLA
2964
Silver Lake Advisory
Utah
$263K -$53.1K -203 -18%
TLA
2965
Tanglewood Legacy Advisors
Texas
$262K – – –
EPAM
2966
Euro Pacific Asset Management
Puerto Rico
$262K – – –
BFWM
2967
Bright Futures Wealth Management
New York
$262K +$243K +928 New
TCM
2968
Tradewinds Capital Management
Washington
$262K +$4.45K +17 +2%
CFO
2969
Custos Family Office
Texas
$262K +$19.9K +76 +9%
SA
2970
Sunesis Advisors
Kansas
$261K +$242K +926 New
PK
2971
Pflug Koory
Nebraska
$261K -$8.11K -31 -3%
PFA
2972
Pathway Financial Advisors
Vermont
$261K – – –
CFAM
2973
Center For Asset Management
Florida
$260K +$3.67K +14 +2%
OWA
2974
Outlook Wealth Advisors
Texas
$260K +$14.4K +55 +6%
IFO
2975
Independent Family Office
New York
$260K – – –
117 118
119
120 121