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IBM
IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
CFO
3201
Custos Family Office
Texas
$204K -$23.5K -87 -9%
TW
3202
Towerpoint Wealth
California
$204K -$541 -2 -0.2%
SDH
3203
Sloy Dahl & Holst
Washington
$204K – – –
OCFG
3204
O'Connor Financial Group
Illinois
$204K -$812 -3 -0.4%
FL
3205
FreeGulliver LLC
Louisiana
$204K +$40K +148 +21%
TIAAOA
3206
Teachers Insurance & Annuity Association of America
New York
$203K – – –
IWA
3207
Independent Wealth Advisors
North Carolina
$203K +$16.8K +62 +8%
ST
3208
Somerset Trust
Pennsylvania
$202K – – –
CCW
3209
Coastline Complete Wealth
South Carolina
$202K -$3.52K -13 -2%
GWM
3210
GoalFusion Wealth Management
Texas
$202K – – –
CFG
3211
Compton Financial Group
Maryland
$202K +$225K +832 New
BFWA
3212
Benchmark Financial Wealth Advisors
Florida
$202K +$40.9K +151 +22%
MPW
3213
Magnolia Private Wealth
Pennsylvania
$202K +$225K +832 New
BW
3214
Blalock Williams
Alabama
$201K -$24.6K -91 -10%
IA
3215
Intellus Advisors
Florida
$201K +$27.1K +100 +14%
DSA
3216
Droms Strauss Advisors
Missouri
$201K -$7.85K -29 -3%
PS
3217
Pinney & Scofield
Massachusetts
$200K +$271 +1 +0.1%
MDA
3218
Minot DeBlois Advisors
Massachusetts
$199K -$27.1K -100 -11%
WA
3219
WPG Advisers
Maryland
$196K -$20.6K -76 -9%
MWM
3220
Mascoma Wealth Management
New Hampshire
$195K -$10.3K -38 -5%
BW
3221
Bravera Wealth
North Dakota
$194K – – –
BG
3222
Bollard Group
Massachusetts
$194K – – –
FFA
3223
Frazier Financial Advisors
Ohio
$194K +$31.7K +117 +17%
RTC
3224
Riverview Trust Company
Washington
$191K – – –
MAM
3225
Marquette Asset Management
Minnesota
$191K -$24.4K -90 -10%
127 128
129
130 131