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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
3101
Consultiva Wealth Management
Puerto Rico
$15.4K +$15.6K +70 New
CWA
3102
Carolina Wealth Advisors
South Carolina
$15.2K -$433K -1,942 -97%
RJA
3103
Ross\Johnson & Associates
Minnesota
$15.2K +$15.4K +69 New
GWMI
3104
Guardian Wealth Management (Illinois)
Illinois
$15.1K – – –
SMAM
3105
Sugar Maple Asset Management
Wisconsin
$14.7K +$14.9K +67 New
RPA
3106
Redwood Park Advisors
California
$14.5K +$14.7K +66 New
NMG
3107
New Millennium Group
Utah
$13.4K +$13.6K +61 New
MSFP
3108
Mark Sheptoff Financial Planning
Connecticut
$12.8K – – –
WFA
3109
Wells Financial Advisors
Massachusetts
$12.8K – – –
TCA
3110
Trifecta Capital Advisors
Illinois
$12.3K – – –
BCA
3111
Bray Capital Advisors
Florida
$11K – – –
RAM
3112
Ramirez Asset Management
New York
$11K – – –
FG
3113
Fairman Group
Pennsylvania
$10.5K +$223 +1 +2%
TWD
3114
True Wealth Design
Ohio
$9.26K +$2.45K +11 +35%
QL
3115
Quarry LP
New York
$8.79K -$109K -490 -92%
WCM
3116
Westend Capital Management
California
$8.79K – – –
FA
3117
Fedenia Advisers
Wisconsin
$8.79K +$8.91K +40 New
NWM
3118
Navigoe Wealth Management
California
$8K +$8.91K +40 New
HWM
3119
Horizons Wealth Management
North Carolina
$7.69K – – –
CAWM
3120
Capital A Wealth Management
Pennsylvania
$7.69K +$7.79K +35 New
SVCP
3121
Silicon Valley Capital Partners
California
$6.82K +$6.9K +31 New
HWP
3122
Highline Wealth Partners
California
$6.82K +$1.11K +5 +19%
CI
3123
Cordant Inc
Oregon
$6.59K – – –
HFS
3124
HBC Financial Services
Washington
$6K – – –
TPW
3125
Talon Private Wealth
Florida
$5.06K -$2K -9 -28%
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125
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