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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
HIM
3076
Hanlon Investment Management
New Jersey
$230K -$571K -2,112 -69%
HWA
3077
Heartwood Wealth Advisors
Virginia
$230K -$60.3K -223 -19%
RCG
3078
Regatta Capital Group
California
$229K -$4.33K -16 -2%
AF
3079
AtlasMark Financial
Texas
$228K – – –
WF
3080
Williams Financial
Vermont
$228K – – –
FWP
3081
Flatrock Wealth Partners
California
$228K +$24.1K +89 +10%
WW
3082
Wright Wealth
Georgia
$228K -$6.22K -23 -2%
CWA
3083
CogentBlue Wealth Advisors
Tennessee
$227K -$19.5K -72 -7%
FP
3084
Fiduciary Planning
Florida
$227K – – –
PCM
3085
Pennsylvania Capital Management
Pennsylvania
$226K +$271 +1 +0.1%
MAV
3086
Mason & Associates (Virginia)
Virginia
$226K – – –
CFAM
3087
Center For Asset Management
Florida
$226K +$1.35K +5 +0.5%
PFA
3088
Perryman Financial Advisory
Texas
$225K +$7.58K +28 +3%
VC
3089
Veery Capital
Delaware
$224K -$1.35K -5 -0.5%
WIM
3090
Westside Investment Management
California
$224K -$8.12K -30 -3%
NME
3091
Notis-McConarty Edward
$224K -$33.8K -125 -12%
WWM
3092
WT Wealth Management
Arizona
$224K +$5.95K +22 +2%
PK
3093
Pflug Koory
Nebraska
$224K -$541 -2 -0.2%
WBC
3094
Westpac Banking Corp
Australia
$224K +$250K +923 New
SRC
3095
Sage Rhino Capital
California
$223K +$5.14K +19 +2%
USWIA
3096
UP Strategic Wealth Investment Advisors
Pennsylvania
$223K +$8.12K +30 +3%
SA
3097
Sunesis Advisors
Kansas
$223K -$1.89K -7 -0.8%
DWM
3098
DecisionMap Wealth Management
Virginia
$223K -$7.04K -26 -3%
AFWM
3099
AMJ Financial Wealth Management
Virginia
$223K – – –
NQWM
3100
Northwest Quadrant Wealth Management
Oregon
$222K -$360K -1,331 -59%
122 123
124
125 126