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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
OKSA
3351
O'Keefe Stevens Advisory
New York
– -$244K -1,110 Closed
TCBWMS
3352
Texas Capital Bank Wealth Management Services
Texas
– -$233K -1,059 Closed
DA
3353
Dillon & Associates
Michigan
– -$226K -1,027 Closed
HCP
3354
Hardin Capital Partners
South Carolina
– -$222K -1,015 Closed
HBS
3355
Howard Bailey Securities
Indiana
– -$221K -1,007 Closed
GWM
3356
Greenhouse Wealth Management
Connecticut
– -$213K -969 Closed
BH
3357
Burk Holdings
Oklahoma
– -$209K -950 Closed
FWM
3358
FSR Wealth Management
Illinois
– -$207K -944 Closed
KFG
3359
Kingdom Financial Group
Arizona
– -$207K -941 Closed
CMAI
3360
Capital Management Associates Inc
Minnesota
– -$207K -940 Closed
LAS
3361
Lloyd Advisory Services
Georgia
– -$204K -930 Closed
WWM
3362
Waterway Wealth Management
Texas
– -$204K -930 Closed
GWWM
3363
Great Waters Wealth Management
Minnesota
– -$202K -919 Closed
RWA
3364
Roberts Wealth Advisors
California
– -$200K -911 Closed
RLH
3365
RD Lewis Holdings
Florida
– -$200K -794 Closed
KG
3366
Kieckhefer Group
Wisconsin
– -$168K -766 Closed
NWWA
3367
New Wave Wealth Advisors
Arkansas
– -$168K -763 Closed
MCM
3368
Mainstream Capital Management
California
– -$96.9K -441 Closed
MCM
3369
MidAtlantic Capital Management
Virginia
– -$95.8K -436 Closed
KFP
3370
Keener Financial Planning
Texas
– -$65K -300 Closed
MLCM
3371
M & L Capital Management
United Kingdom
– -$48.4K -220 Closed
LG
3372
LAM Group
Oregon
– -$44.4K -202 Closed
CJ
3373
Caitlin John
Michigan
– -$43.9K -200 Closed
MRP
3374
Measured Risk Portfolios
California
– -$42.9K -195 Closed
MA
3375
Modus Advisors
Minnesota
– -$39.8K -181 Closed
132 133 134
135
136