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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
HKIMG
3051
Hutchens & Kramer Investment Management Group
Indiana
$240K – – –
RCM
3052
Richardson Capital Management
Wisconsin
$240K +$8.93K +33 +3%
TWM
3053
Tanager Wealth Management
United Kingdom
$240K +$57.6K +213 +27%
EIA
3054
Edgemoor Investment Advisors
Maryland
$240K – – –
LIP
3055
Lynch Investment Planning
Pennsylvania
$239K +$1.89K +7 +0.7%
FFG
3056
First Financial Group
North Carolina
$239K +$5.14K +19 +2%
GSWM
3057
Greenup Street Wealth Management
Michigan
$239K +$5.68K +21 +2%
OWM
3058
Orca Wealth Management
Florida
$237K +$1.08K +4 +0.4%
AWM
3059
Atticus Wealth Management
Florida
$237K -$15.7K -58 -6%
MWM
3060
MinichMacGregor Wealth Management
New York
$237K +$17K +63 +7%
DSAM
3061
Dock Street Asset Management
Florida
$236K +$264K +974 New
MFGM
3062
Marshall Financial Group (Maryland)
Maryland
$236K +$263K +972 New
LFP
3063
Lakeshore Financial Planning
Michigan
$235K – – –
HCM
3064
Hollencrest Capital Management
California
$234K – – –
BBA
3065
Braun-Bostich & Associates
Pennsylvania
$234K -$17.9K -66 -6%
BPFA
3066
Barnes Pettey Financial Advisors
Mississippi
$234K +$42.5K +157 +19%
CKAIS
3067
Christensen King & Associates Investment Services
Washington
$233K – – –
HWM
3068
HighMark Wealth Management
Minnesota
$233K +$46.8K +173 +22%
RMF
3069
Red Mountain Financial
Colorado
$233K +$541 +2 +0.2%
RFA
3070
RTD Financial Advisors
Pennsylvania
$233K +$41.7K +154 +19%
RA
3071
Riversedge Advisors
Delaware
$233K +$46K +170 +22%
SPA
3072
Shore Point Advisors
New Jersey
$232K +$4.87K +18 +2%
AIA
3073
Accelerate Investment Advisors
California
$232K -$271 -1 -0.1%
FFO
3074
Fortitude Family Office
Arizona
$232K -$177K -653 -41%
SCI
3075
Silver Coast Investments
United States
$231K +$271 +1 +0.1%
121 122
123
124 125