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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
3251
Physician Wealth Advisors
Utah
$158K -$4.87K -18 -3%
AFC
3252
Ares Financial Consulting
California
$158K +$22.7K +84 +15%
CM
3253
Capula Management
Cayman Islands
$157K -$184M -680,426 -100%
HFS
3254
Horizon Financial Services
North Carolina
$156K +$67.1K +248 +63%
CTWM
3255
Cherry Tree Wealth Management
Minnesota
$154K – – –
HHGA
3256
Halbert Hargrove Global Advisors
California
$152K – – –
KCM
3257
Key Capital Management
Tennessee
$152K +$65.8K +243 +63%
FCT
3258
First Community Trust
Iowa
$150K – – –
SHIM
3259
Stone House Investment Management
Pennsylvania
$148K -$33.8K -125 -17%
CCM
3260
Cutler Capital Management
Massachusetts
$148K – – –
TWD
3261
True Wealth Design
Ohio
$142K +$46.3K +171 +41%
SMBT
3262
Southern Michigan Bank & Trust
Michigan
$142K +$158K +584 New
WAU
3263
Wellington-Altus USA
Manitoba, Canada
$141K -$90.1K -333 -40%
UFPG
3264
United Financial Planning Group
New York
$138K -$20.8K -77 -12%
FA
3265
Financial Avengers
California
$136K +$1.08K +4 +0.7%
NSG
3266
Nalls Sherbakoff Group
Tennessee
$135K -$95.2K -352 -39%
SG
3267
Sankala Group
Colorado
$132K – – –
AW
3268
Avion Wealth
Texas
$131K +$46.3K +171 +46%
OCWP
3269
Owl Creek Wealth Partners
Colorado
$129K +$144K +533 New
EWP
3270
Elevation Wealth Partners
California
$129K -$6.76K -25 -5%
HFS
3271
Hughes Financial Services
Virginia
$128K -$271 -1 -0.2%
DFA
3272
DHJJ Financial Advisors
Illinois
$126K – – –
AP
3273
Aspect Partners
Virginia
$126K -$2.44K -9 -2%
IUHSA
3274
Itau Unibanco Holding S.A.
Brazil
$123K -$11.8M -43,550 -99%
C
3275
Covestor
United Kingdom
$123K -$14.1K -52 -9%
129 130
131
132 133