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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
AAM
3026
Austin Asset Management
Texas
$201K +$197K +807 New
SFS
3027
Sharp Financial Services
Pennsylvania
$201K +$197K +807 New
SGWM
3028
Sterling Group Wealth Management
California
$201K +$197K +807 New
AFC
3029
AFT Forsyth & Company
Florida
$200K +$197K +805 New
BG
3030
Bollard Group
Massachusetts
$199K – – –
SHIM
3031
Stone House Investment Management
Pennsylvania
$198K +$194K +795 New
PGAM
3032
Princeton Global Asset Management
New Jersey
$195K +$734 +3 +0.4%
WFA
3033
West Financial Advisors
Iowa
$190K – – –
MAM
3034
Marquette Asset Management
Minnesota
$189K – – –
FMP
3035
Financial Management Professionals
Texas
$186K +$14.2K +58 +8%
HNW
3036
High Note Wealth
Minnesota
$185K – – –
WA
3037
WPG Advisers
Maryland
$181K +$8.56K +35 +5%
BPAMU
3038
BTG Pactual Asset Management US
New York
$178K -$119K -487 -41%
RCM
3039
Richardson Capital Management
Wisconsin
$175K +$105K +430 +156%
BL
3040
BFSG LLC
California
$175K +$489 +2 +0.3%
GCM
3041
GKV Capital Management
California
$174K – – –
AWM
3042
Abound Wealth Management
Tennessee
$171K +$3.42K +14 +2%
BGAI
3043
Bruce G. Allen Investments
Colorado
$171K -$43.8K -179 -21%
FFA
3044
Frazier Financial Advisors
Ohio
$170K -$12.2K -50 -7%
PG
3045
Proffitt & Goodson
Tennessee
$167K +$28.9K +118 +21%
FPF
3046
First Pacific Financial
Washington
$167K +$57K +233 +53%
AWM
3047
Accredited Wealth Management
Kentucky
$167K +$74.8K +306 +84%
FDW
3048
Fourth Dimension Wealth
Ohio
$166K -$217K -887 -57%
OAJ
3049
Ogorek Anthony Joseph
New York
$166K +$70.4K +288 +75%
SMFG
3050
Sumitomo Mitsui Financial Group
Japan
$161K +$161K +660 New
120 121
122
123 124