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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
2726
BCS Wealth Management
Tennessee
$279K – – –
EMAM
2727
Encompass More Asset Management
California
$279K +$12.5K +51 +5%
FWM
2728
FMB Wealth Management
California
$279K +$274K +1,121 New
WWG
2729
West Wealth Group
California
$279K +$272K +1,112 New
RMC
2730
Ring Mountain Capital
California
$278K +$39.1K +160 +17%
CAS
2731
Coppell Advisory Solutions
Texas
$278K +$6.36K +26 +2%
CWA
2732
Consilio Wealth Advisors
Washington
$277K +$23.7K +97 +10%
TWPM
2733
Total Wealth Planning & Management
Florida
$277K -$3.67K -15 -1%
CCP
2734
Clarity Capital Partners
California
$276K +$272K +1,110 New
FFC
2735
First Financial Corp
Indiana
$275K – – –
WCM
2736
Warburton Capital Management
Oklahoma
$275K +$271K +1,108 New
CWA
2737
Cura Wealth Advisors
Illinois
$275K -$268K -1,096 -50%
NWM
2738
Northwest Wealth Management
Iowa
$274K +$1.47K +6 +0.5%
LWM
2739
LJI Wealth Management
Indiana
$274K -$49.4K -202 -15%
SPWM
2740
Schrum Private Wealth Management
Florida
$274K – – –
BF
2741
Blankinship & Foster
California
$273K -$48.9K -200 -15%
TA
2742
TFB Advisors
Kansas
$273K -$5.87K -24 -2%
CL
2743
CIM LLC
New York
$273K – – –
FNWA
2744
Financial Network Wealth Advisors
Utah
$272K +$219K +896 +448%
RCM
2745
RB Capital Management
Nevada
$272K +$734 +3 +0.3%
EA
2746
Ellsworth Advisors
Ohio
$272K +$1.71K +7 +0.6%
ICP
2747
Impact Capital Partners
Colorado
$272K -$33.8K -138 -11%
PIMG
2748
Patriot Investment Management Group
Tennessee
$272K – – –
MA
2749
MKT Advisors
California
$272K +$3.67K +15 +1%
PPWM
2750
PFG Private Wealth Management
Florida
$272K +$1.96K +8 +0.7%
108 109
110
111 112