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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
RW
3101
Rede Wealth
Virginia
$219K +$191K +743 New
UFA
3102
Uptown Financial Advisors
Texas
$219K +$191K +743 New
VIP
3103
Vista Investment Partners
Oklahoma
$219K -$2.09M -8,098 -92%
HNW
3104
High Note Wealth
Minnesota
$219K -$258 -1 -0.1%
WSFG
3105
Wall Street Financial Group
Illinois
$218K +$191K +741 New
SFS
3106
Symphony Financial Services
Ohio
$218K +$190K +738 New
WFAG
3107
Worth Financial Advisory Group
North Carolina
$217K +$190K +737 New
RBWA
3108
RFG - Bristol Wealth Advisors
Massachusetts
$217K +$190K +737 New
MAM
3109
McLean Asset Management
Virginia
$217K +$194K +754 New
TC
3110
Trilogy Capital
California
$216K -$49.7K -193 -21%
FWM
3111
Forefront Wealth Management
Pennsylvania
$216K +$189K +734 New
GWWM
3112
Great Waters Wealth Management
Minnesota
$216K +$189K +734 New
HNWA
3113
Henrickson Nauta Wealth Advisors
Michigan
$216K +$189K +733 New
CWM
3114
CCG Wealth Management
California
$216K +$189K +732 New
PWMA
3115
Pension & Wealth Management Advisors
Massachusetts
$216K +$29.6K +115 +19%
EWM
3116
Elmwood Wealth Management
California
$215K +$188K +730 New
SCP
3117
Sandhill Capital Partners
New York
$215K +$188K +730 New
RPSA
3118
Richard P. Slaughter Associates
Texas
$215K +$188K +730 New
AA
3119
Aufman Associates
Pennsylvania
$215K +$188K +729 New
TCM
3120
TABR Capital Management
California
$215K +$188K +728 New
AAM
3121
Aureus Asset Management
Massachusetts
$215K +$188K +728 New
GCM
3122
Gallacher Capital Management
Colorado
$214K -$28.3K -110 -13%
RYIA
3123
Roehl & Yi Investment Advisors
Oregon
$214K +$187K +725 New
BAWC
3124
Boyce & Associates Wealth Consulting
Texas
$213K +$187K +724 New
FFG
3125
Fortem Financial Group
California
$213K -$665K -2,583 -78%
123 124
125
126 127