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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
SOW
2126
State of Wyoming
Wyoming
$64K +$62.9K +460 New
AW
2127
Avion Wealth
Texas
$61K – – –
AFS
2128
Annapolis Financial Services
Maryland
$61K +$57.2K +418 +2,787%
BMD
2129
Better Money Decisions
New Mexico
$59K +$29K +212 +100%
MAM
2130
Marquette Asset Management
Minnesota
$58K +$9.57K +70 +21%
HIM
2131
Hillsdale Investment Management
Ontario, Canada
$57K – – –
TAIM
2132
TD Ameritrade Investment Management
Nebraska
$55K -$542K -3,965 -91%
CC
2133
Corsicana & Co
Texas
$55K +$53.5K +391 New
EBSAM
2134
Eubel Brady & Suttman Asset Management
Ohio
$55K +$59.1K +432 New
MA
2135
Modus Advisors
Minnesota
$54K +$52.5K +384 New
NL
2136
NVWM LLC
Pennsylvania
$52K -$137 -1 -0.3%
SIAP
2137
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$49K – – –
MIM
2138
Macroview Investment Management
Maryland
$47K – – –
NWM
2139
Navigation Wealth Management
Colorado
$47K +$3.97K +29 +9%
SMFG
2140
Sumitomo Mitsui Financial Group
Japan
$47K +$45.9K +336 New
WIM
2141
Westside Investment Management
California
$44.1K +$4.24K +31 +2%
IHWM
2142
Iron Horse Wealth Management
Iowa
$44K – – –
PSIWM
2143
Paradigm Strategies in Wealth Management
Minnesota
$44K – – –
BCPWM
2144
Bradley & Co Private Wealth Management
Florida
$43K -$14.4K -105 -26%
PCH
2145
PGIM Custom Harvest
New Jersey
$43K – – –
CCM
2146
Cribstone Capital Management
Maine
$42K +$2.87K +21 +8%
PCFFS
2147
Pacific Center for Financial Services
California
$40K – – –
JWM
2148
Janiczek Wealth Management
Colorado
$40K +$16.8K +123 +75%
EIP
2149
Ellis Investment Partners
Pennsylvania
$39K +$137 +1 +0.4%
AIL
2150
AGF Investments LLC
Ontario, Canada
$39K +$820 +6 +2%
84 85
86
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