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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
BTWM
2576
Baker Tilly Wealth Management
Wisconsin
$401K +$14.2K +55 +4%
OFO
2577
OneAscent Family Office
Alabama
$400K -$396K -1,538 -53%
FFA
2578
Florida Financial Advisors
Florida
$400K -$63.1K -245 -15%
SC
2579
Schiavi & Co
Delaware
$398K – – –
HA
2580
HC Advisors
Georgia
$398K +$348K +1,350 New
HAS
2581
Holland Advisory Services
Florida
$398K -$24.7K -96 -7%
SCM
2582
Sollinda Capital Management
Florida
$397K – – –
CW
2583
Curio Wealth
Maryland
$397K +$346K +1,342 +33,550%
VPWA
2584
Vestia Personal Wealth Advisors
Indiana
$396K +$10.3K +40 +3%
BFAG
2585
Blackston Financial Advisory Group
Florida
$396K -$19.1K -74 -5%
PSP
2586
Pacific Sage Partners
Washington
$396K -$41K -159 -11%
GA
2587
Goldstein Advisors
Wisconsin
$395K -$1.03K -4 -0.3%
CW
2588
Channel Wealth
California
$394K – – –
CP
2589
Castleview Partners
Texas
$394K +$16.7K +65 +5%
SNB
2590
Security National Bank
Nebraska
$394K +$4.12K +16 +1%
BWM
2591
Boyd Wealth Management
California
$393K – – –
IPW
2592
Impact Partnership Wealth
Georgia
$393K -$20.4K -79 -6%
EW
2593
Enzi Wealth
Texas
$391K +$515 +2 +0.1%
WHC
2594
Wulff, Hansen & Co
California
$391K – – –
IIA
2595
Integral Investment Advisors
California
$390K -$15.7K -61 -4%
CPW
2596
Cove Private Wealth
New York
$390K +$341K +1,324 New
GKIM
2597
GW&K Investment Management
Massachusetts
$390K +$12.4K +48 +4%
PWM
2598
Partners Wealth Management
California
$390K – – –
CBT
2599
Crews Bank & Trust
Florida
$389K +$6.18K +24 +2%
TWM
2600
Triton Wealth Management
Arizona
$389K +$385K +1,494 New
102 103
104
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