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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
SWAG
3026
Spectrum Wealth Advisory Group
California
$244K +$1.62K +6 +0.6%
APWA
3027
Atlas Private Wealth Advisors
New Jersey
$244K +$1.62K +6 +0.6%
FWM
3028
Finer Wealth Management
Massachusetts
$243K – – –
RI
3029
Ridgewood Investments
New Jersey
$243K +$272K +1,004 New
KL
3030
KilterHowling LLC
Colorado
$243K -$541 -2 -0.2%
TLA
3031
Tanglewood Legacy Advisors
Texas
$243K -$6.49K -24 -2%
DF
3032
Dunhill Financial
United Kingdom
$243K -$4.06K -15 -1%
NBWM
3033
North Berkeley Wealth Management
California
$243K +$87.1K +322 +47%
WTG
3034
West Tower Group
Virginia
$242K -$271K -1,000 -50%
CGFA
3035
Colton Groome Financial Advisors
North Carolina
$242K -$5.68K -21 -2%
CAM
3036
Cobblestone Asset Management
Virginia
$242K – – –
EIP
3037
Easterly Investment Partners
Massachusetts
$242K – – –
GWCM
3038
Godshalk Welsh Capital Management
Pennsylvania
$242K – – –
GWM
3039
Goldenstone Wealth Management
California
$242K – – –
KC
3040
Knuff & Co
California
$242K – – –
KI
3041
KTF Investments
California
$242K – – –
IWAO
3042
Independence Wealth Advisors (Ohio)
Ohio
$242K – – –
MAM
3043
MMA Asset Management
Pennsylvania
$242K -$16K -59 -6%
WDL
3044
Well Done LLC
Michigan
$241K -$23.8K -88 -8%
HKIMG
3045
Hutchens & Kramer Investment Management Group
Indiana
$240K – – –
RCM
3046
Richardson Capital Management
Wisconsin
$240K +$8.93K +33 +3%
TWM
3047
Tanager Wealth Management
United Kingdom
$240K +$57.6K +213 +27%
EIA
3048
Edgemoor Investment Advisors
Maryland
$240K – – –
LIP
3049
Lynch Investment Planning
Pennsylvania
$239K +$1.89K +7 +0.7%
FFG
3050
First Financial Group
North Carolina
$239K +$5.14K +19 +2%
120 121
122
123 124