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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
LTM
3576
Lotus Technology Management
Florida
– -$531K -1,794 Closed
HCA
3577
Heck Capital Advisors
Wisconsin
– -$531K -1,793 Closed
WWMP
3578
Wagner Wealth Management (Pennsylvania)
Pennsylvania
– -$531K -1,793 Closed
PCP
3579
Proficio Capital Partners
Massachusetts
– -$516K -1,741 Closed
KW
3580
KWB Wealth
California
– -$506K -1,710 Closed
OCBCO
3581
Oversea-Chinese Banking Corp (OCBC)
Singapore
– -$480K -1,620 Closed
WWC
3582
Waypoint Wealth Counsel
Georgia
– -$450K -1,520 Closed
MCM
3583
Massar Capital Management
Connecticut
– -$399K -1,474 Closed
SGI
3584
Swan Global Investments
Colorado
– -$430K -1,453 Closed
OFS
3585
OMC Financial Services
New York
– -$430K -1,450 Closed
HNWA
3586
Henrickson Nauta Wealth Advisors
Michigan
– -$436K -1,443 Closed
M1FG
3587
Mach-1 Financial Group
Arkansas
– -$410K -1,383 Closed
CWA
3588
Clarus Wealth Advisors
Arizona
– -$409K -1,349 Closed
DAM
3589
DLD Asset Management
New York
– -$398K -1,342 Closed
FWP
3590
Fiduciary Wealth Partners
Massachusetts
– -$388K -1,311 Closed
SFWC
3591
Strategic Family Wealth Counselors
New Jersey
– -$380K -1,304 Closed
TWM
3592
Troutman Wealth Management
Pennsylvania
– -$379K -1,280 Closed
ZAM
3593
Zevin Asset Management
Massachusetts
– -$373K -1,259 Closed
UW
3594
Unique Wealth
Florida
– -$361K -1,219 Closed
BFM
3595
Boothbay Fund Management
New York
– -$327K -1,207 Closed
AFGAS
3596
Allegiance Financial Group Advisory Services
Virginia
– -$356K -1,201 Closed
GT
3597
GreatBanc Trust
Illinois
– -$354K -1,194 Closed
TFA
3598
Tranquilli Financial Advisor
New Jersey
– -$349K -1,177 Closed
ICA
3599
Infrastructure Capital Advisors
New York
– -$347K -1,173 Closed
WLG
3600
Williamson Legacy Group
Indiana
– -$340K -1,147 Closed
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144
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