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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
IA
3051
IFS Advisors
Kansas
$43.3K – – –
JEST
3052
JTC Employer Solutions Trustee
Jersey
$43K – – –
MRP
3053
Measured Risk Portfolios
California
$42.9K +$43.4K +195 New
PSFG
3054
Park Square Financial Group
Georgia
$42.6K +$43.2K +194 New
TC
3055
Tacita Capital
Ontario, Canada
$42.2K +$27.2K +122 +174%
DCM
3056
Davis Capital Management
Florida
$40.9K – – –
MA
3057
Modus Advisors
Minnesota
$39.8K +$40.3K +181 New
RWM
3058
Raffa Wealth Management
District of Columbia
$38.9K +$1.34K +6 +4%
WI
3059
Wintrust Investments
Illinois
$38K -$6.68K -30 -15%
FIA
3060
FPC Investment Advisory
California
$35.8K – – –
RWM
3061
Rialto Wealth Management
New York
$35.3K +$35.9K +161 New
FP
3062
Financial Perspectives
Minnesota
$35.2K – – –
VWA
3063
Valued Wealth Advisors
Utah
$34.5K +$20K +90 +134%
AWM
3064
Avondale Wealth Management
Texas
$34.3K +$12.5K +56 +56%
TCG
3065
Transcendent Capital Group
Oklahoma
$33.9K – – –
GCM
3066
Gables Capital Management
Florida
$33K – – –
VLKIM
3067
Van Lanschot Kempen Investment Management
Netherlands
$32.3K – – –
RL
3068
Rogco LP
Oklahoma
$31.9K – – –
HCM
3069
Horrell Capital Management
Arkansas
$31K – – –
DFA
3070
DHJJ Financial Advisors
Illinois
$30.6K – – –
VFM
3071
Vision Financial Markets
Connecticut
$30.6K +$31K +139 New
LIS
3072
Legacy Investment Solutions
Idaho
$30K +$2.45K +11 +10%
LWMI
3073
Legacy Wealth Management (Idaho)
Idaho
$30K +$2.45K +11 +10%
PPC
3074
Park Place Capital
Alabama
$29.9K – – –
HC
3075
Hara Capital
Washington
$28.8K – – –
121 122
123
124 125