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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
KL
3026
KilterHowling LLC
Colorado
$282K – – –
TLA
3027
Tanglewood Legacy Advisors
Texas
$282K – – –
KF
3028
Kelsey Financial
California
$282K +$252K +1,002 New
AWP
3029
Atlas Wealth Partners
Pennsylvania
$281K -$12.6K -50 -5%
CAM
3030
Cobblestone Asset Management
Virginia
$281K – – –
EIP
3031
Easterly Investment Partners
Massachusetts
$281K – – –
GWCM
3032
Godshalk Welsh Capital Management
Pennsylvania
$281K – – –
KC
3033
Knuff & Co
California
$281K – – –
JWM
3034
Jupiter Wealth Management
Colorado
$281K +$252K +1,000 New
DF
3035
Define Financial
California
$281K +$252K +999 New
WSWA
3036
Warren Street Wealth Advisors
California
$281K -$27.2K -108 -10%
IWAO
3037
Independence Wealth Advisors (Ohio)
Ohio
$281K – – –
GA
3038
GSG Advisors
New Jersey
$280K +$22.2K +88 +10%
WDL
3039
Well Done LLC
Michigan
$280K -$504 -2 -0.2%
EW
3040
Enzi Wealth
Texas
$279K -$51.4K -204 -14%
LIP
3041
Lynch Investment Planning
Pennsylvania
$279K +$1.26K +5 +0.5%
HCA
3042
Heck Capital Advisors
Wisconsin
$279K +$250K +993 New
FFG
3043
Fortem Financial Group
California
$279K +$250K +992 New
CG
3044
Clarus Group
Texas
$279K -$150K -597 -38%
HKIMG
3045
Hutchens & Kramer Investment Management Group
Indiana
$279K – – –
HSG
3046
Helen Stephens Group
Texas
$279K +$27K +107 +12%
EIA
3047
Edgemoor Investment Advisors
Maryland
$278K – – –
APW
3048
Allied Private Wealth
Florida
$278K +$232K +919 New
HIW
3049
Holos Integrated Wealth
Pennsylvania
$278K – – –
FWP
3050
Flatrock Wealth Partners
California
$278K +$11.6K +46 +5%
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122
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