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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
3526
Sharp Financial Services
Pennsylvania
– -$204K -692 Closed
CWM
3527
Collaborative Wealth Management
Florida
– -$203K -690 Closed
IWP
3528
Insight Wealth Partners
Texas
– -$203K -690 Closed
CNWM
3529
Clay Northam Wealth Management
California
– -$203K -689 Closed
MI
3530
Moneywise Inc
Virginia
– -$203K -688 Closed
DPI
3531
Diversified Portfolios Inc
Michigan
– -$203K -687 Closed
SOAG
3532
Silver Oak Advisory Group
Oregon
– -$202K -687 Closed
T
3533
TrueFG
Texas
– -$203K -687 Closed
IIM
3534
InTrack Investment Management
Vermont
– -$202K -686 Closed
PCA
3535
Purkiss Capital Advisors
Connecticut
– -$202K -686 Closed
ONSWM
3536
Old North State Wealth Management
North Carolina
– -$203K -684 Closed
WG
3537
Watchman Group
Texas
– -$201K -683 Closed
WP
3538
Wealthspan Partners
Iowa
– -$201K -683 Closed
CM
3539
Cercano Management
Washington
– -$201K -682 Closed
LWP
3540
LeClair Wealth Partners
Ohio
– -$201K -682 Closed
MPW
3541
MASECO Private Wealth
– -$196K -665 Closed
TCM
3542
Traub Capital Management
Massachusetts
– -$169K -575 Closed
MWM
3543
MorganRosel Wealth Management
Colorado
– -$155K -525 Closed
LI
3544
Louisbourg Investments
New Brunswick, Canada
– -$153K -518 Closed
T
3545
Transce3nd
Texas
– -$151K -513 Closed
SO
3546
Sierra Ocean
California
– -$138K -469 Closed
PIM
3547
Pinnacle Investment Management
Hong Kong
– -$133K -450 Closed
WTFG
3548
Wood Tarver Financial Group
Idaho
– -$102K -347 Closed
BFP
3549
Briaud Financial Planning
Texas
– -$89K -303 Closed
EWA
3550
EQ Wealth Advisors
Texas
– -$59K -200 Closed
139 140 141
142
143