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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
HFM
3401
Harvest Fund Management
China
$31K -$315K -1,165 -90%
SWP
3402
SIMA Wealth Partners
Virginia
$30.3K – – –
ACM
3403
Accent Capital Management
Ohio
$29.8K +$26.5K +98 +392%
ITFISA
3404
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$29.1K +$10K +37 +45%
JGCM
3405
Joseph Group Capital Management
Ohio
$28.8K +$7.04K +26 +28%
TWM
3406
TopTier Wealth Management
Wisconsin
$27.9K +$31.1K +115 New
DWM
3407
Dogwood Wealth Management
Kansas
$26.2K +$12.7K +47 +77%
AF
3408
Align Financial
Minnesota
$25.9K -$8.55M -31,587 -100%
PWA
3409
Portus Wealth Advisors
North Carolina
$25.9K +$29K +107 New
DF
3410
DecisionPoint Financial
Arizona
$25.7K – – –
LFASL
3411
Lugano Financial Advisors SA (LFA)
Switzerland
$25.5K – – –
BAM
3412
Bellevue Asset Management
Washington
$25.3K – – –
BW
3413
Basepoint Wealth
Iowa
$24.7K +$5.14K +19 +23%
HC
3414
Hara Capital
Washington
$24.2K – – –
SC
3415
Swan Capital
Florida
$24.2K – – –
MCRM
3416
Midway Capital Research & Management
Illinois
$24.2K +$27.1K +100 New
NA
3417
Networth Advisors
Pennsylvania
$24.2K +$27.1K +100 New
EA
3418
Evolution Advisers
Virginia
$24K – – –
LD
3419
Lipe & Dalton
New York
$24K – – –
CCMI
3420
Creative Capital Management Investments
California
$24K – – –
TCA
3421
Trifecta Capital Advisors
Illinois
$23.8K – – –
GWS
3422
Greykasell Wealth Strategies
California
$23.8K +$8.93K +33 +51%
EPIMS
3423
Evelyn Partners Investment Management Services
$23K – – –
AAG
3424
Accordant Advisory Group
Maryland
$22.3K -$27.1K -100 -52%
HWP
3425
Highline Wealth Partners
California
$22.3K -$13.5K -50 -35%
135 136
137
138 139