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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
3676
Payne Capital Management
New York
– -$235K -795 Closed
SFS
3677
Summit Financial Strategies
Ohio
– -$235K -795 Closed
LWM
3678
Lifetime Wealth Management
Texas
– -$235K -794 Closed
FFG
3679
Fortem Financial Group
California
– -$235K -793 Closed
MCM
3680
McDonough Capital Management
Florida
– -$235K -793 Closed
PA
3681
PFW Advisors
Georgia
– -$235K -793 Closed
BWS
3682
BCR Wealth Strategies
Alabama
– -$234K -790 Closed
OFW
3683
Omnia Family Wealth
Florida
– -$233K -787 Closed
RWM
3684
Riverchase Wealth Management
Texas
– -$233K -786 Closed
BZWA
3685
Blue Zone Wealth Advisors
California
– -$233K -785 Closed
HWM
3686
HFR Wealth Management
New York
– -$232K -783 Closed
CPW
3687
Crestmont Private Wealth
Texas
– -$232K -782 Closed
LCP
3688
Larch Capital Partners
Florida
– -$232K -782 Closed
FWM
3689
FMA Wealth Management
Massachusetts
– -$231K -780 Closed
HIG
3690
Heritage Investment Group
Florida
– -$231K -780 Closed
SCA
3691
Stillwater Capital Advisors
Pennsylvania
– -$231K -780 Closed
TFO
3692
Tarbox Family Office
California
– -$231K -779 Closed
EW
3693
Expressive Wealth
Illinois
– -$230K -777 Closed
CWM
3694
CCG Wealth Management
California
– -$230K -776 Closed
CCAL
3695
City Center Advisors LLC
Michigan
– -$230K -775 Closed
AFA
3696
Arlington Financial Advisors
California
– -$229K -774 Closed
SNBOSD
3697
Security National Bank of So Dak
Iowa
– -$229K -774 Closed
BWM
3698
BNC Wealth Management
Oregon
– -$228K -771 Closed
BC
3699
Brio Consultants
California
– -$228K -771 Closed
KWA
3700
Kondo Wealth Advisors
California
– -$228K -771 Closed
146 147
148
149 150