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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
3426
Addison Advisors
Vermont
$155K -$1.19M -4,726 -90%
HWP
3427
Highline Wealth Partners
California
$154K +$115K +457 +497%
VPW
3428
Vaquero Private Wealth
Texas
$154K +$138K +546 New
TWD
3429
True Wealth Design
Ohio
$149K -$13.9K -55 -9%
HIM
3430
Hillsdale Investment Management
Ontario, Canada
$149K +$134K +530 New
TC
3431
Trust Company
Kansas
$148K -$238K -946 -64%
MSFP
3432
Mark Sheptoff Financial Planning
Connecticut
$148K – – –
RRMM
3433
Regatta Research & Money Management
Louisiana
$147K +$132K +524 New
DFA
3434
DHJJ Financial Advisors
Illinois
$146K – – –
NSG
3435
Nalls Sherbakoff Group
Tennessee
$146K -$9.57K -38 -7%
LAS
3436
Lloyd Advisory Services
Georgia
$145K +$123K +489 +1,811%
ISWM
3437
Intesa Sanpaolo Wealth Management
$145K -$286K -1,135 -69%
TFGT
3438
TS Financial Group (TSFG)
Illinois
$143K -$504 -2 -0.4%
HNW
3439
High Note Wealth
Minnesota
$143K -$48.6K -193 -28%
GC
3440
Gould Capital
Washington
$141K – – –
SFFS
3441
Stonehage Fleming Financial Services
Jersey
$141K – – –
CH
3442
CDKV Holdings
Colorado
$139K – – –
OAJ
3443
Ogorek Anthony Joseph
New York
$139K +$1.76K +7 +1%
BTD
3444
BankPlus Trust Department
Mississippi
$136K – – –
FCT
3445
First Community Trust
Iowa
$136K -$33.8K -134 -22%
HC
3446
Hurley Capital
New York
$136K – – –
CWM
3447
Consultiva Wealth Management
Puerto Rico
$135K – – –
SI
3448
Sava Infond
Slovenia
$135K +$20.2K +80 +20%
BCM
3449
Blume Capital Management
California
$134K – – –
MFT
3450
Moisand Fitzgerald Tamayo
Florida
$134K +$8.06K +32 +7%
136 137
138
139 140