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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
AFG
2801
Altiora Financial Group
Ohio
$259K – – –
QFW
2802
QTR Family Wealth
Florida
$258K +$254K +1,039 New
LFP
2803
Lakeshore Financial Planning
Michigan
$258K +$245 +1 +0.1%
HA
2804
Helium Advisors
Washington
$258K +$245 +1 +0.1%
SWA
2805
ShankerValleau Wealth Advisors
Illinois
$257K – – –
VCM
2806
Versant Capital Management
Arizona
$257K +$95.4K +390 +61%
FBFS
2807
First Business Financial Services
Wisconsin
$256K – – –
NEPPG
2808
New England Professional Planning Group
Rhode Island
$256K -$24.5K -100 -9%
HKIMG
2809
Hutchens & Kramer Investment Management Group
Indiana
$256K – – –
MG
2810
McHugh Group
Ohio
$256K – – –
NPT
2811
Nixon Peabody Trust
Massachusetts
$256K +$252K +1,029 New
LEA
2812
Legacy Edge Advisors
New York
$255K +$13.2K +54 +6%
WFA
2813
Wade Financial Advisory
California
$255K -$39.1K -160 -13%
C
2814
Covestor
United Kingdom
$255K -$31.3K -128 -11%
SWG
2815
Summit Wealth Group
Vermont
$255K +$3.18K +13 +1%
IF
2816
IRON Financial
Illinois
$255K -$2.45K -10 -1%
TC
2817
TFR Capital
Texas
$255K +$250K +1,024 New
ICA
2818
Infrastructure Capital Advisors
New York
$254K +$249K +1,020 New
NG
2819
Northstar Group
New York
$253K – – –
BBW
2820
Blue Barn Wealth
Utah
$253K -$8.07K -33 -3%
SCM
2821
Sunbeam Capital Management
Georgia
$253K -$6.12K -25 -2%
CNWM
2822
Clay Northam Wealth Management
California
$252K -$6.12K -25 -2%
KL
2823
KilterHowling LLC
Colorado
$252K – – –
MTWM
2824
Masso Torrence Wealth Management
New Jersey
$252K +$489 +2 +0.2%
OWA
2825
Octavia Wealth Advisors
Ohio
$251K +$247K +1,011 New
111 112
113
114 115