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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
GFM
2726
GEN Financial Management
Minnesota
$249K +$252K +1,131 New
RGF
2727
Retirement Guys Formula
Ohio
$249K -$7.79K -35 -3%
NEPPG
2728
New England Professional Planning Group
Rhode Island
$248K – – –
GFM
2729
GF Fund Management
China
$248K +$251K +1,129 New
GAM
2730
Gould Asset Management
California
$248K +$37.6K +169 +18%
NC
2731
NBW Capital
Massachusetts
$248K -$92K -413 -27%
TWPM
2732
Total Wealth Planning & Management
Florida
$248K +$251K +1,127 New
MAA
2733
Matrix Asset Advisors
New York
$247K +$445 +2 +0.2%
BWM
2734
BCS Wealth Management
Tennessee
$247K +$250K +1,124 New
CWM
2735
Centurion Wealth Management
Virginia
$247K – – –
TI
2736
Truepoint Inc
Ohio
$247K -$44.1K -198 -15%
SIC
2737
Shoker Investment Counsel
Ohio
$247K +$1.34K +6 +0.5%
TA
2738
TFB Advisors
Kansas
$247K +$45.4K +204 +22%
NL
2739
Navalign LLC
California
$246K – – –
RF
2740
Rossby Financial
Florida
$246K +$249K +1,119 New
MPI
2741
Mairs & Power Inc
Minnesota
$246K +$22.3K +100 +10%
RFP
2742
Root Financial Partners
California
$245K +$249K +1,116 New
BRWM
2743
Blue Rock Wealth Management
North Carolina
$245K +$251K +1,126 New
SWC
2744
Spectrum Wealth Counsel
Indiana
$244K -$53.5K -240 -18%
OKSA
2745
O'Keefe Stevens Advisory
New York
$244K -$5.57K -25 -2%
FFC
2746
First Financial Corp
Indiana
$243K +$44.8K +201 +22%
MWM
2747
Mittelman Wealth Management
Massachusetts
$243K -$40.5K -182 -14%
AG
2748
AmeriFlex Group
Nevada
$243K +$211K +948 New
CPG
2749
Cornerstone Planning Group
New Jersey
$242K +$133K +599 +124%
CWA
2750
Canvas Wealth Advisors
Kansas
$242K +$39.4K +177 +19%
108 109
110
111 112