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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
SFFS
2176
Stonehage Fleming Financial Services
Jersey
$74K – – –
ACM
2177
AUA Capital Management
Pennsylvania
$71K – – –
CAM
2178
Close Asset Management
United Kingdom
$71K +$4.59K +35 +6%
ARIS
2179
Advanced Research Investment Solutions
California
$70K – – –
EWA
2180
EverSource Wealth Advisors
Alabama
$70K +$6.96K +53 +10%
JIR
2181
James Investment Research
Ohio
$69K – – –
JFA
2182
JNBA Financial Advisors
Minnesota
$69K – – –
MWA
2183
Moser Wealth Advisors
Washington
$68K – – –
SAM
2184
S.A. Mason
Michigan
$67K – – –
PG
2185
Proffitt & Goodson
Tennessee
$66K +$53.1K +405 +270%
BCMIO
2186
Beacon Capital Management Inc (Ohio)
Ohio
$65K +$71.4K +544 New
WWP
2187
WR Wealth Planners
Missouri
$63.2K +$1.31K +10 +2%
HWA
2188
HHM Wealth Advisors
Tennessee
$63K -$91.9K -700 -57%
POIA
2189
Pin Oak Investment Advisors
Texas
$63K -$13.6K -104 -16%
MFT
2190
Moisand Fitzgerald Tamayo
Florida
$63K -$8.53K -65 -11%
WOC
2191
West Oak Capital
California
$63K – – –
FFA
2192
Fairfield Financial Advisors
Massachusetts
$62.3K -$4.07K -31 -6%
BHWM
2193
Beaird Harris Wealth Management
Texas
$60K +$9.32K +71 +16%
SL
2194
Savior LLC
Massachusetts
$59K – – –
SFO
2195
Standard Family Office
South Dakota
$59K +$65.6K +500 New
AW
2196
Avion Wealth
Texas
$55K – – –
TSWM
2197
Tyler-Stone Wealth Management
Ohio
$54K -$72.4K -552 -55%
AWM
2198
Abound Wealth Management
Tennessee
$53.1K +$58.7K +447 New
MCA
2199
Maryland Capital Advisors
Maryland
$53K – – –
CAC
2200
Core Alternative Capital
Georgia
$53K +$2.76K +21 +5%
86 87
88
89 90