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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
MAFA
3351
MJT & Associates Financial Advisory
Minnesota
$56.5K – – –
AIS
3352
Advocate Investing Services
Maryland
$55.7K – – –
SR
3353
Swiss Re
Switzerland
$55K – – –
RWM
3354
Raffa Wealth Management
District of Columbia
$55K +$13.5K +50 +28%
RTL
3355
Red Tortoise LLC
Georgia
$54.7K -$812 -3 -1%
GG
3356
Gleason Group
Kentucky
$54.4K +$271 +1 +0.4%
CB
3357
Centennial Bank
Arkansas
$53.8K -$1.35K -5 -2%
TCM
3358
TD Capital Management
Tennessee
$53.3K +$45.5K +168 +323%
LWMI
3359
Legacy Wealth Management (Idaho)
Idaho
$53.1K +$4.33K +16 +8%
WA
3360
Whipplewood Advisors
Colorado
$52.8K +$11.6K +43 +25%
BA
3361
Bard Associates
Illinois
$50.4K +$2.17K +8 +4%
SC
3362
Steph & Co
Wisconsin
$50.2K – – –
BGC
3363
Beutel, Goodman & Co
Ontario, Canada
$50K – – –
CIAS
3364
CBIZ Investment Advisory Services
Ohio
$49.4K -$55.2K -204 -50%
DCM
3365
Davis Capital Management
Florida
$49K +$2.98K +11 +6%
LG
3366
LAM Group
Oregon
$49K +$54.7K +202 New
FDW
3367
Fourth Dimension Wealth
Ohio
$48.5K – – –
GCM
3368
Gables Capital Management
Florida
$48.5K – – –
TC
3369
Tacita Capital
Ontario, Canada
$48.5K – – –
LFA
3370
Longview Financial Advisors
Alabama
$48.5K +$54.1K +200 New
IA
3371
IFS Advisors
Kansas
$47.8K – – –
SMFG
3372
Sumitomo Mitsui Financial Group
Japan
$47.3K -$45.7K -169 -46%
VERPA
3373
Virginia Estate & Retirement Planning Advisors
Virginia
$46K +$51.4K +190 New
VWA
3374
Valued Wealth Advisors
Utah
$45.8K +$5.68K +21 +13%
ACA
3375
American Capital Advisory
Idaho
$42.9K +$2.44K +9 +5%
133 134
135
136 137