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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
POIA
3501
Pin Oak Investment Advisors
Texas
$130K – – –
MCM
3502
MidAtlantic Capital Management
Virginia
$129K +$131K +436 New
DWM
3503
Darwin Wealth Management
Florida
$127K – – –
GFL
3504
Granite FO LLC
New Hampshire
$127K – – –
SC
3505
Solstein Capital
California
$124K -$1.8K -6 -1%
BCPWM
3506
Bradley & Co Private Wealth Management
Florida
$124K +$29.9K +100 +31%
TWD
3507
True Wealth Design
Ohio
$123K +$50.9K +170 +69%
RF
3508
Robinswood Financial
Washington
$122K -$74.6K -249 -38%
SFS
3509
Sunrise Financial Services
Washington
$121K +$122K +408 New
YDMI
3510
Y.D. More Investments
Israel
$121K – – –
CIAS
3511
CBIZ Investment Advisory Services
Ohio
$121K +$36.2K +121 +42%
AF
3512
Aviso Financial
Ontario, Canada
$120K – – –
SA
3513
SRH Advisors
Kansas
$118K -$59.9K -200 -33%
SI
3514
Sava Infond
Slovenia
$118K – – –
AF
3515
Abound Financial
California
$118K +$120K +400 New
HFS
3516
Horizon Financial Services
North Carolina
$117K +$2.1K +7 +2%
JFA
3517
JNBA Financial Advisors
Minnesota
$117K +$4.79K +16 +4%
CC
3518
Corsicana & Co
Texas
$117K – – –
SEP
3519
Signature Equity Partners
Ohio
$116K +$117K +390 New
CIAM
3520
Caitong International Asset Management
Hong Kong
$115K -$30.5K -102 -21%
KCM
3521
Key Capital Management
Tennessee
$114K +$115K +385 New
GLF
3522
Groupe la Francaise
France
$112K -$4.09M -13,661 -97%
CFS
3523
CGC Financial Services
Oregon
$112K – – –
SMFG
3524
Sumitomo Mitsui Financial Group
Japan
$111K +$109K +364 New
KAS
3525
Kemnay Advisory Services
New York
$110K +$111K +372 New
139 140
141
142 143