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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
LODC
2576
Lanham O'Dell & Company
West Virginia
$303K +$445 +2 +0.1%
BWG
2577
Berry Wealth Group
Texas
$303K +$19.6K +88 +7%
CPA
2578
Court Place Advisors
Maryland
$303K -$207K -930 -40%
IWA
2579
Icon Wealth Advisors
Texas
$303K +$307K +1,378 New
CMBA
2580
C.M. Bidwell & Associates
Hawaii
$302K -$5.57K -25 -2%
PPA
2581
Pacific Point Advisors
California
$301K +$254K +1,140 New
CPBTD
2582
Central Pacific Bank - Trust Division
Hawaii
$301K -$62.1K -279 -17%
MIM
2583
Morningstar Investment Management
Illinois
$301K -$81.3K -365 -21%
IAP
2584
Indie Asset Partners
Indiana
$301K -$4.68K -21 -2%
VPP
2585
Vertex Planning Partners
Illinois
$300K +$3.79K +17 +1%
AWA
2586
Authentikos Wealth Advisory
California
$300K +$159K +714 +110%
SC
2587
Schiavi & Co
Delaware
$297K – – –
JCM
2588
Jag Capital Management
Missouri
$297K -$73.5K -330 -20%
BFPW
2589
BOK Financial Private Wealth
Colorado
$297K -$175K -784 -37%
JCM
2590
Jacobsen Capital Management
Utah
$296K +$445 +2 +0.1%
TTWM
2591
TCV Trust & Wealth Management
Virginia
$295K – – –
IWN
2592
Independent Wealth Network
Iowa
$294K +$54.3K +244 +22%
KA
2593
Kooman & Associates
Pennsylvania
$294K -$5.12K -23 -2%
CP
2594
Canopy Partners
Ohio
$293K +$2.23K +10 +0.8%
KCM
2595
KRS Capital Management
Michigan
$293K +$1.11K +5 +0.4%
AWP
2596
Abacus Wealth Partners
California
$293K +$223 +1 +0.1%
BWM
2597
Boyd Wealth Management
California
$293K – – –
CBT
2598
Crews Bank & Trust
Florida
$293K +$297K +1,333 New
FWM
2599
Foguth Wealth Management
Michigan
$293K -$28.3K -127 -9%
WHC
2600
Wulff, Hansen & Co
California
$292K – – –
102 103
104
105 106