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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
BA
3576
Bard Associates
Illinois
$59.2K +$59.9K +200 New
FDW
3577
Fourth Dimension Wealth
Ohio
$59.2K – – –
CWA
3578
Carolina Wealth Advisors
South Carolina
$58.4K -$43.7K -146 -43%
IA
3579
IFS Advisors
Kansas
$58.4K – – –
JEST
3580
JTC Employer Solutions Trustee
Jersey
$58K – – –
FIM
3581
FWL Investment Management
Texas
$57.5K +$26.7K +89 +85%
AAG
3582
Accordant Advisory Group
Maryland
$56.9K +$29.9K +100 +109%
DCM
3583
Davis Capital Management
Florida
$56.6K – – –
RIP
3584
RAM Investment Partners
Washington
$53K +$53.6K +179 New
MPW
3585
MASECO Private Wealth
$53K +$53.6K +179 New
RWM
3586
Raffa Wealth Management
District of Columbia
$52.4K +$9.88K +33 +23%
JWM
3587
Jessup Wealth Management
Ohio
$52.4K +$53K +177 New
WA
3588
Whipplewood Advisors
Colorado
$51.8K – – –
VWA
3589
Valued Wealth Advisors
Utah
$49.8K +$2.4K +8 +5%
ACA
3590
American Capital Advisory
Idaho
$49.8K +$5.69K +19 +13%
HB
3591
Horizon Bancorp
Indiana
$48K +$29.9K +100 +161%
FP
3592
Financial Perspectives
Minnesota
$47.4K – – –
SRCM
3593
Signature Resources Capital Management
California
$47.1K +$2.69K +9 +6%
FPB
3594
First PREMIER Bank
South Dakota
$47K – – –
SVWA
3595
Sarver Vrooman Wealth Advisors
Missouri
$45K -$1.5K -5 -3%
AWA
3596
Acumen Wealth Advisors
Tennessee
$44.4K +$44.9K +150 New
TIM
3597
Thompson Investment Management
Wisconsin
$44.4K – – –
CWM
3598
Copia Wealth Management
Oregon
$42.7K – – –
AWA
3599
American Wealth Advisors
Georgia
$42.2K – – –
HWP
3600
Highline Wealth Partners
California
$42.1K +$898 +3 +2%
142 143
144
145 146