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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
CNTOF
3501
Canandaigua National Trust of Florida
New York
– -$254K -861 Closed
DL
3502
DOHJ LLC
Washington
– -$210K -854 Closed
MCC
3503
Malaga Cove Capital
California
– -$251K -850 Closed
IWA
3504
Inspirion Wealth Advisors
Illinois
– -$243K -825 Closed
SAM
3505
SP Asset Management
California
– -$240K -814 Closed
SXL
3506
Summit X LLC
Missouri
– -$239K -812 Closed
JF
3507
JSF Financial
California
– -$239K -810 Closed
FFA
3508
Fi3 Financial Advisors
Indiana
– -$238K -807 Closed
WCP
3509
Wealthcare Capital Partners
Pennsylvania
– -$234K -793 Closed
AW
3510
Apricus Wealth
South Carolina
– -$233K -790 Closed
CWA
3511
Cura Wealth Advisors
Illinois
– -$231K -785 Closed
EA
3512
Emerald Advisors
Washington
– -$227K -769 Closed
NI
3513
NCP Inc
California
– -$221K -750 Closed
OBGC
3514
O'Brien Greene & Co
Pennsylvania
– -$219K -744 Closed
WFAG
3515
Worth Financial Advisory Group
North Carolina
– -$217K -737 Closed
TCM
3516
TABR Capital Management
California
– -$215K -728 Closed
MFA
3517
Millington Financial Advisors
Illinois
– -$202K -717 Closed
FGWP
3518
Founders Grove Wealth Partners
Virginia
– -$210K -714 Closed
LFS
3519
Lutz Financial Services
Nebraska
– -$210K -714 Closed
SWRP
3520
Summit Wealth & Retirement Planning
California
– -$208K -705 Closed
UBV
3521
United Bank (Virginia)
Virginia
– -$208K -705 Closed
CFP
3522
Curran Financial Partners
South Carolina
– -$208K -704 Closed
SWM
3523
Sterling Wealth Management
Illinois
– -$207K -703 Closed
WIA
3524
Wealthedge Investment Advisors
New York
– -$207K -701 Closed
PS
3525
Portfolio Strategies
New York
– -$206K -700 Closed
139 140
141
142 143