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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
MF
2401
Montis Financial
Massachusetts
– -$326K -2,437 Closed
SC
2402
Slow Capital
California
– -$324K -2,426 Closed
TA
2403
TruWealth Advisors
Louisiana
– -$313K -2,343 Closed
LAM
2404
LifePro Asset Management
California
– -$302K -2,257 Closed
MCWS
2405
McKinley Carter Wealth Services
West Virginia
– -$295K -2,204 Closed
WI
2406
Wintrust Investments
Illinois
– -$292K -2,182 Closed
OFG
2407
Oxford Financial Group
Indiana
– -$289K -2,162 Closed
RWM
2408
Rockwood Wealth Management
Pennsylvania
– -$280K -2,092 Closed
TFA
2409
Teamwork Financial Advisors
Texas
– -$278K -2,078 Closed
OWM
2410
Opes Wealth Management
California
– -$276K -2,068 Closed
BOTOTLSJU
2411
Board of Trustees of The Leland Stanford Junior University
California
– -$261K -2,002 Closed
EAM
2412
Evanson Asset Management
California
– -$266K -1,990 Closed
PWA
2413
Phoenix Wealth Advisors
North Carolina
– -$266K -1,990 Closed
MAM
2414
MMA Asset Management
Pennsylvania
– -$265K -1,982 Closed
SL
2415
Stevard LLC
Illinois
– -$260K -1,943 Closed
DFG
2416
Demars Financial Group
Washington
– -$254K -1,898 Closed
GCM
2417
G2 Capital Management
Ohio
– -$251K -1,881 Closed
RWA
2418
River Wealth Advisors
Pennsylvania
– -$248K -1,855 Closed
DG
2419
DMC Group
Alabama
– -$243K -1,834 Closed
SIC
2420
Shoker Investment Counsel
Ohio
– -$237K -1,773 Closed
VBFG
2421
Vishria Bird Financial Group
Tennessee
– -$236K -1,769 Closed
QP
2422
Quilter Plc
United Kingdom
– -$239K -1,756 Closed
TDC
2423
Thompson Davis & Co
Virginia
– -$232K -1,737 Closed
HIM
2424
Hanlon Investment Management
New Jersey
– -$231K -1,730 Closed
CG
2425
Corundum Group
Colorado
– -$227K -1,701 Closed
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97
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