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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
CTC
3001
Cetera Trust Company
Minnesota
$250K – – –
TP
3002
Thayer Partners
Pennsylvania
$250K +$1.35K +5 +0.5%
AAM
3003
Austin Asset Management
Texas
$250K +$3.79K +14 +1%
NCTC
3004
New Covenant Trust Company
Indiana
$250K +$33.8K +125 +14%
MG
3005
McHugh Group
Ohio
$249K – – –
CA
3006
Crane Advisory
California
$249K – – –
BHWM
3007
Beaird Harris Wealth Management
Texas
$249K -$13.5K -50 -5%
ACA
3008
Aspire Capital Advisors
Washington
$249K -$4.87K -18 -2%
LI
3009
LifeWealth Investments
Florida
$249K -$138K -510 -33%
TPWA
3010
Twin Peaks Wealth Advisors
California
$249K +$5.41K +20 +2%
AP
3011
Advisortrust Partners
North Carolina
$248K -$324K -1,198 -54%
DT
3012
DV Trading
Illinois
$248K +$191K +705 +220%
BCP
3013
Berkeley Capital Partners
Georgia
$248K -$754K -2,787 -73%
BEW
3014
Burton Enright Welch
California
$248K -$80.9K -299 -23%
TS
3015
TradeWell Securities
Indiana
$247K +$1.62K +6 +0.6%
CA
3016
Calton & Associates
Florida
$247K -$57.4K -212 -17%
TI
3017
Truepoint Inc
Ohio
$247K +$2.17K +8 +0.8%
ORAM
3018
One River Asset Management
Connecticut
$247K +$272K +1,007 +10,070%
PCWA
3019
Pacific Capital Wealth Advisors
California
$246K +$5.68K +21 +2%
MC
3020
Matisse Capital
Oregon
$246K -$541 -2 -0.2%
CL
3021
CIM LLC
New York
$245K – – –
TIM
3022
Total Investment Management
Arizona
$245K +$2.98K +11 +1%
SWP
3023
Semus Wealth Partners
Florida
$244K +$68.2K +252 +33%
SP
3024
SIH Partners
Delaware
$244K +$273K +1,008 New
NL
3025
Navalign LLC
California
$244K -$40.6K -150 -13%
119 120
121
122 123