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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
ACC
3001
Acorn Creek Capital
Colorado
$310K +$12.9K +43 +4%
CIA
3002
Caerus Investment Advisors
Texas
$310K +$6.29K +21 +2%
SB
3003
Sunflower Bank
Texas
$310K +$54.8K +183 +21%
ACA
3004
Aspire Capital Advisors
Washington
$310K +$46.4K +155 +17%
SEM
3005
Strategic Equity Management
Arizona
$309K +$87.5K +292 +39%
S
3006
SharpePoint
Arizona
$308K +$312K +1,041 New
IPWA
3007
International Private Wealth Advisors
California
$308K -$4.49K -15 -1%
LGW
3008
Leslie Global Wealth
Illinois
$307K – – –
RS
3009
Rakuten Securities
Japan
$307K -$580K -1,938 -65%
SWM
3010
Sandro Wealth Management
New Jersey
$307K +$310K +1,036 New
AWM
3011
Atticus Wealth Management
Florida
$307K +$898 +3 +0.3%
SWA
3012
ShankerValleau Wealth Advisors
Illinois
$307K – – –
MSA
3013
Marathon Strategic Advisors
Pennsylvania
$306K – – –
AFG
3014
Altiora Financial Group
Ohio
$306K – – –
CTC
3015
Cetera Trust Company
Minnesota
$306K – – –
BBA
3016
Braun-Bostich & Associates
Pennsylvania
$305K -$24K -80 -7%
MSWM
3017
Master's Wealth Management
Pennsylvania
$305K +$308K +1,029 New
MG
3018
McHugh Group
Ohio
$305K – – –
TP
3019
Thayer Partners
Pennsylvania
$304K +$307K +1,026 New
TLA
3020
Tanglewood Legacy Advisors
Texas
$304K +$28.8K +96 +10%
CGFA
3021
Colton Groome Financial Advisors
North Carolina
$302K -$25.2K -84 -8%
NG
3022
Northstar Group
New York
$302K – – –
XC
3023
XY Capital
Hong Kong
$301K +$305K +1,017 New
AAM
3024
Austin Asset Management
Texas
$301K – – –
DF
3025
Dunhill Financial
United Kingdom
$301K +$2.69K +9 +0.9%
119 120
121
122 123