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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
VWA
3551
Valued Wealth Advisors
Utah
$48.2K -$4.54K -18 -10%
RWM
3552
Raffa Wealth Management
District of Columbia
$46.7K -$15.4K -61 -27%
PPA
3553
Pilgrim Partners Asia
Singapore
$45K +$40.3K +160 New
BC
3554
Bayforest Capital
United Kingdom
$44.1K +$39.6K +157 New
SVWA
3555
Sarver Vrooman Wealth Advisors
Missouri
$44.1K – – –
FPB
3556
First PREMIER Bank
South Dakota
$44K – – –
JEST
3557
JTC Employer Solutions Trustee
Jersey
$44K – – –
UOTTAIMCU
3558
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$43.9K +$39.3K +156 New
AWA
3559
Acumen Wealth Advisors
Tennessee
$42.2K – – –
CWM
3560
Copia Wealth Management
Oregon
$40.5K – – –
MMCM
3561
Murphy & Mullick Capital Management
New York
$39.9K +$756 +3 +2%
HIA
3562
Highland Investment Advisors
Florida
$39.8K +$35.8K +142 New
CFM
3563
Cornerstone Financial Management
Massachusetts
$38.5K +$13.1K +52 +61%
OCM
3564
Osbon Capital Management
Massachusetts
$37.1K – – –
CCMI
3565
Creative Capital Management Investments
California
$36.8K +$8.06K +32 +32%
IWP
3566
IAG Wealth Partners
Wisconsin
$36.8K +$16.1K +64 +96%
CJ
3567
Caitlin John
Michigan
$35.4K -$5.54K -22 -15%
SWP
3568
SIMA Wealth Partners
Virginia
$35.2K – – –
AWM
3569
Activest Wealth Management
Florida
$34.6K -$75.3K -299 -71%
WCM
3570
Westend Capital Management
California
$32.9K +$16.6K +66 +129%
DF
3571
DecisionPoint Financial
Arizona
$32.1K +$1.51K +6 +6%
FIM
3572
FWL Investment Management
Texas
$31.5K -$15.4K -61 -35%
GCS
3573
Gordian Capital (Singapore)
Singapore
$31.2K +$28K +111 New
SC
3574
Swan Capital
Florida
$30.4K +$2.02K +8 +8%
WAS
3575
Winch Advisory Services
Wisconsin
$30.2K +$5.04K +20 +23%
141 142
143
144 145