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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
T
3326
TrueFG
Texas
$210K +$188K +746 New
SFS
3327
Symphony Financial Services
Ohio
$209K +$187K +744 New
SPWM
3328
Schrum Private Wealth Management
Florida
$209K +$3.27K +13 +1%
UFA
3329
Uptown Financial Advisors
Texas
$209K +$187K +743 New
ZAM
3330
Zevin Asset Management
Massachusetts
$209K +$187K +742 New
IFA
3331
Index Fund Advisors
California
$208K +$187K +741 New
MC
3332
Matters Capital
Florida
$208K +$186K +740 New
SWTS
3333
Stonehaven Wealth & Tax Solutions
Wisconsin
$208K +$186K +740 New
JBI
3334
John Boyer Inc
Florida
$208K +$187K +741 New
CWA
3335
Cura Wealth Advisors
Illinois
$208K +$186K +740 New
SIAG
3336
Safeguard Investment Advisory Group
California
$208K +$186K +739 New
PWMA
3337
Pension & Wealth Management Advisors
Massachusetts
$208K +$504 +2 +0.3%
BWM
3338
BNC Wealth Management
Oregon
$208K +$186K +738 New
SLT
3339
St Louis Trust
Missouri
$207K – – –
DP
3340
DDD Partners
Washington
$207K +$185K +735 New
AT
3341
Adelphi Trust
Florida
$206K +$185K +734 New
AA
3342
Advisory Advocates
Michigan
$206K +$184K +732 New
CWM
3343
Concentrum Wealth Management
California
$206K +$184K +732 New
SRC
3344
Sage Rhino Capital
California
$206K -$47.9K -190 -21%
TFG
3345
Turner Financial Group
Florida
$206K +$184K +731 New
HWA
3346
HMV Wealth Advisors
Louisiana
$205K +$184K +730 New
OFW
3347
Omnia Family Wealth
Florida
$205K +$184K +730 New
TIM
3348
Total Investment Management
Arizona
$205K -$23.7K -94 -9%
WWC
3349
Waypoint Wealth Counsel
Georgia
$205K +$184K +729 New
VIP
3350
Vista Investment Partners
Oklahoma
$205K -$972K -3,856 -84%
132 133
134
135 136