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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
WI
2051
Wintrust Investments
Illinois
$247K -$39.1K -292 -13%
AWM
2052
Ameliora Wealth Management
Switzerland
$247K -$1.52M -11,361 -86%
BWM
2053
Birchcreek Wealth Management
Ohio
$247K -$84.8K -634 -25%
CAWM
2054
Capital Advisors Wealth Management
Washington
$247K -$10.4K -78 -4%
B
2055
Bridgeworth
Alabama
$247K -$30.8K -230 -11%
AWA
2056
Authentikos Wealth Advisory
California
$247K +$234K +1,751 New
CTA
2057
Colonial Trust Advisors
South Carolina
$246K +$13.5K +101 +6%
BWA
2058
BlueSky Wealth Advisors
North Carolina
$246K +$2.81K +21 +1%
AC
2059
ASB Consultores
Florida
$246K – – –
MRCM
2060
M&R Capital Management
New Jersey
$246K +$70.2K +525 +39%
GWAM
2061
Guardian Wealth Advisors (Minnesota)
Minnesota
$245K +$250K +1,867 New
WFA
2062
Wade Financial Advisory
California
$245K – – –
RRC
2063
Relaxing Retirement Coach
Massachusetts
$244K – – –
MC
2064
Middleton & Co
Massachusetts
$242K – – –
HWM
2065
Horizon Wealth Management
Illinois
$242K -$10.3K -77 -4%
MSE
2066
MUFG Securities EMEA
United Kingdom
$240K – – –
RWS
2067
Resolute Wealth Strategies
Mississippi
$240K +$245K +1,830 New
TSWM
2068
Triangle Securities Wealth Management
North Carolina
$240K -$28.5K -213 -10%
BFS
2069
Beacon Financial Strategies
North Carolina
$240K – – –
OPOWM
2070
One Plus One Wealth Management
Florida
$240K – – –
SFC
2071
Strategic Financial Concepts
Texas
$239K +$244K +1,826 New
WPP
2072
Whalerock Point Partners
Rhode Island
$239K +$244K +1,825 New
BOM
2073
Bank of Marin
California
$239K -$17.9K -134 -7%
AA
2074
AJ Advisors
Tennessee
$239K +$244K +1,823 New
BBNA
2075
Bremer Bank National Association
Minnesota
$239K -$183K -1,365 -43%
81 82
83
84 85