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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
3576
Clarus Wealth Advisors
Arizona
– -$409K -1,349 Closed
DAM
3577
DLD Asset Management
New York
– -$398K -1,342 Closed
FWP
3578
Fiduciary Wealth Partners
Massachusetts
– -$388K -1,311 Closed
SFWC
3579
Strategic Family Wealth Counselors
New Jersey
– -$380K -1,304 Closed
TWM
3580
Troutman Wealth Management
Pennsylvania
– -$379K -1,280 Closed
ZAM
3581
Zevin Asset Management
Massachusetts
– -$373K -1,259 Closed
UW
3582
Unique Wealth
Florida
– -$361K -1,219 Closed
BFM
3583
Boothbay Fund Management
New York
– -$327K -1,207 Closed
AFGAS
3584
Allegiance Financial Group Advisory Services
Virginia
– -$356K -1,201 Closed
GT
3585
GreatBanc Trust
Illinois
– -$354K -1,194 Closed
TFA
3586
Tranquilli Financial Advisor
New Jersey
– -$349K -1,177 Closed
ICA
3587
Infrastructure Capital Advisors
New York
– -$347K -1,173 Closed
WLG
3588
Williamson Legacy Group
Indiana
– -$340K -1,147 Closed
PCM
3589
Prelude Capital Management
New York
– -$333K -1,123 Closed
FAT
3590
First American Trust
California
– -$332K -1,120 Closed
BBES
3591
Buffalo Business & Estate Services
New York
– -$331K -1,116 Closed
ALA
3592
Atlas Legacy Advisors
California
– -$323K -1,097 Closed
ELC
3593
Edgar Lomax Company
Virginia
– -$324K -1,095 Closed
RCP
3594
Rothschild Capital Partners
New York
– -$317K -1,070 Closed
PWM
3595
Pacific Wealth Management
California
– -$316K -1,068 Closed
RFG
3596
RFP Financial Group
Georgia
– -$311K -1,050 Closed
SEM
3597
Strategic Equity Management
Arizona
– -$309K -1,043 Closed
XC
3598
XY Capital
Hong Kong
– -$301K -1,017 Closed
PAG
3599
Private Advisory Group
Washington
– -$299K -1,010 Closed
TAM
3600
TCP Asset Management
Ohio
– -$299K -1,010 Closed
142 143
144
145 146