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IBM
IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
WCF
2601
West Coast Financial
California
$326K +$6.85K +28 +2%
MKA
2602
M. Kulyk & Associates
Georgia
$326K -$3.91K -16 -1%
VPWA
2603
Vestia Personal Wealth Advisors
Indiana
$325K +$2.69K +11 +0.9%
MPM
2604
MBB Public Markets
Illinois
$325K +$319K +1,305 New
BTWM
2605
Baker Tilly Wealth Management
Wisconsin
$324K -$81.5K -333 -20%
PWMG
2606
Private Wealth Management Group
New Jersey
$324K -$21.5K -88 -6%
MPPW
2607
Mitchell & Pahl Private Wealth
Oklahoma
$324K +$38.9K +159 +14%
MCC
2608
Malaga Cove Capital
California
$323K +$318K +1,300 New
CBT
2609
Crews Bank & Trust
Florida
$322K -$9.05K -37 -3%
HIW
2610
Holos Integrated Wealth
Pennsylvania
$321K – – –
WCM
2611
WealthBridge Capital Management
Ohio
$321K -$2.2K -9 -0.7%
FWM
2612
FSA Wealth Management
Massachusetts
$321K -$1.96K -8 -0.6%
LF
2613
LifeSteps Financial
California
$320K +$734 +3 +0.2%
RS
2614
Retirement Solution
Washington
$318K +$978 +4 +0.3%
HFS
2615
Hopwood Financial Services
Virginia
$318K – – –
MAP
2616
Moody Aldrich Partners
Massachusetts
$317K -$211K -862 -40%
SWA
2617
Serenus Wealth Advisors
California
$317K +$312K +1,275 New
PP
2618
Patron Partners
Texas
$317K +$312K +1,275 New
MWM
2619
Melfa Wealth Management
Massachusetts
$317K – – –
GKIM
2620
GW&K Investment Management
Massachusetts
$317K +$47.5K +194 +18%
FWM
2621
Fingerlakes Wealth Management
New York
$317K +$29.1K +119 +10%
ACM
2622
Ashford Capital Management
Delaware
$316K -$33.5K -137 -10%
CP
2623
Castleview Partners
Texas
$316K -$82.2K -336 -21%
LC
2624
Lincoln Capital
Nebraska
$316K – – –
PRI
2625
Prepared Retirement Institute
Pennsylvania
$316K -$75.6K -309 -20%
103 104
105
106 107