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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
DWMS
2751
Dominguez Wealth Management Solutions
Virginia
$335K +$1.31K +5 +0.4%
EFMH
2752
E Fund Management (HK)
Hong Kong
$334K +$310K +1,185 New
CPP
2753
Capasso Planning Partners
South Carolina
$334K -$3.14K -12 -1%
JTWM
2754
Jackson Thornton Wealth Management
Alabama
$333K +$117K +446 +63%
BMCM
2755
Burns Matteson Capital Management
New York
$333K -$2.62K -10 -0.8%
WAM
2756
Walker Asset Management
Missouri
$333K +$524 +2 +0.2%
WCM
2757
WealthBridge Capital Management
Ohio
$332K -$25.4K -97 -8%
HVP
2758
Hudson Value Partners
Florida
$332K -$2.62K -10 -0.8%
FCC
2759
Flower City Capital
New York
$331K – – –
PWP
2760
Parkwoods Wealth Partners
New York
$330K -$6.54K -25 -2%
WCM
2761
Warburton Capital Management
Oklahoma
$330K -$13.1K -50 -4%
PRP
2762
Peak Retirement Planning
Ohio
$330K +$52.6K +201 +21%
TFA
2763
Tranquilli Financial Advisor
New Jersey
$330K +$1.83K +7 +0.6%
SFPG
2764
Stonebridge Financial Planning Group
Florida
$330K +$2.62K +10 +0.9%
JBA
2765
Johnson Bixby & Associates
Washington
$330K -$10.5K -40 -3%
RFG
2766
RFP Financial Group
Georgia
$330K -$16.2K -62 -5%
CFGW
2767
Chancellor Financial Group WB
Pennsylvania
$329K +$36.6K +140 +14%
MWPCG
2768
Measured Wealth Private Client Group
New Hampshire
$329K -$239K -912 -44%
WA
2769
WESPAC Advisors
California
$329K – – –
CWA
2770
Consilio Wealth Advisors
Washington
$328K +$262 +1 +0.1%
NCMW
2771
Northern Capital Management (Washington)
Washington
$328K +$524 +2 +0.2%
UW
2772
Unique Wealth
Florida
$327K +$304K +1,160 New
MAS
2773
MPWM Advisory Solutions
Georgia
$327K +$262 +1 +0.1%
NL
2774
Navalign LLC
California
$326K – – –
CFCI
2775
Comprehensive Financial Consultants Institutional
Indiana
$326K – – –
109 110
111
112 113