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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
MSFP
3376
Mark Sheptoff Financial Planning
Connecticut
$12.8K – – –
PWA
3377
Principia Wealth Advisory
Texas
$12.7K +$1.8K +7 +19%
ACM
3378
Anfield Capital Management
California
$12.7K +$11.1K +43 New
WCM
3379
Westend Capital Management
California
$11.8K – – –
BHWM
3380
Bay Harbor Wealth Management
Maryland
$11.8K +$5.15K +20 +100%
NWM
3381
Navigoe Wealth Management
California
$11K – – –
TCM
3382
TD Capital Management
Tennessee
$10.7K +$9.28K +36 New
HWM
3383
Horizons Wealth Management
North Carolina
$10.3K – – –
AS
3384
Altshuler Shaham
Israel
$9.73K +$2.32K +9 +38%
LFA
3385
LGT Financial Advisors
Texas
$9.73K +$8.5K +33 New
NWM
3386
Nova Wealth Management
Florida
$9.18K +$7.99K +31 New
EP
3387
Essential Partners
California
$7.66K +$6.7K +26 New
BCM
3388
Berbice Capital Management
New York
$7.37K – – –
ACM
3389
Accent Capital Management
Ohio
$7.37K +$6.44K +25 New
CWM
3390
Cedar Wealth Management
California
$6.7K +$5.93K +23 New
NL
3391
NVWM LLC
Pennsylvania
$5.9K -$1.03K -4 -17%
CFP
3392
Comprehensive Financial Planning
Pennsylvania
$4.72K – – –
PS
3393
PayPay Securities
Japan
$4.72K +$515 +2 +14%
FS
3394
Financially Speaking
Colorado
$4.72K +$4.12K +16 New
WA
3395
WestEnd Advisors
North Carolina
$3.83K -$515 -2 -13%
JFG
3396
JDM Financial Group
Texas
$3.83K – – –
BA
3397
Bellwether Advisors
Nebraska
$3.24K +$2.83K +11 New
1NWS
3398
1 North Wealth Services
Maryland
$2.95K – – –
UOTTAIMCU
3399
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$2.95K +$2.58K +10 New
YP
3400
YANKCOM Partnership
South Dakota
$2.95K +$2.58K +10 New
134 135
136
137 138