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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
CCAM
2701
Cascades Capital Asset Management
North Carolina
$347K – – –
FCC
2702
Flower City Capital
New York
$346K – – –
FWM
2703
Foguth Wealth Management
Michigan
$345K +$21.4K +83 +8%
CD
2704
Chapin Davis
Maryland
$345K – – –
QFW
2705
QTR Family Wealth
Florida
$344K +$33K +128 +12%
WA
2706
WESPAC Advisors
California
$343K – – –
VCM
2707
Versant Capital Management
Arizona
$343K +$33.8K +131 +13%
TFA
2708
Tranquilli Financial Advisor
New Jersey
$343K -$12.6K -49 -4%
TWPM
2709
Total Wealth Planning & Management
Florida
$343K +$12.9K +50 +4%
NCMW
2710
Northern Capital Management (Washington)
Washington
$342K +$773 +3 +0.3%
BWA
2711
Bordeaux Wealth Advisors
California
$342K -$112K -433 -27%
DWG
2712
Darden Wealth Group
Michigan
$342K -$10.6K -41 -3%
SFPG
2713
Stonebridge Financial Planning Group
Florida
$342K – – –
NL
2714
Navalign LLC
California
$341K – – –
MAS
2715
MPWM Advisory Solutions
Georgia
$341K +$258 +1 +0.1%
CFCI
2716
Comprehensive Financial Consultants Institutional
Indiana
$340K -$258 -1 -0.1%
LODC
2717
Lanham O'Dell & Company
West Virginia
$340K -$12.6K -49 -4%
EMAM
2718
Encompass More Asset Management
California
$339K +$7.73K +30 +3%
CTA
2719
Colonial Trust Advisors
South Carolina
$339K -$10K -39 -3%
DWM
2720
DecisionMap Wealth Management
Virginia
$339K -$58.7K -228 -17%
FCMT
2721
Founders Capital Management (Texas)
Texas
$339K – – –
PSFG
2722
Prairie Sky Financial Group
Illinois
$339K – – –
SFS
2723
Searcy Financial Services
Kansas
$338K – – –
CWMGP
2724
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$338K +$296K +1,147 New
MWM
2725
MGB Wealth Management
Texas
$337K – – –
107 108
109
110 111