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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
VEA
2901
Virtus ETF Advisers
New York
$274K – – –
PFA
2902
Pathway Financial Advisors
Vermont
$273K -$5.93K -23 -2%
BC
2903
Brio Consultants
California
$272K +$18.8K +73 +9%
USWIA
2904
UP Strategic Wealth Investment Advisors
Pennsylvania
$272K +$238K +922 New
IFO
2905
Independent Family Office
New York
$271K +$237K +921 New
MCM
2906
Monument Capital Management
Virginia
$271K +$5.41K +21 +2%
PD
2907
Planning Directions
Pennsylvania
$271K -$14.9K -58 -6%
FI
2908
Financial Insights
Washington
$269K – – –
TA
2909
TFB Advisors
Kansas
$269K -$47.9K -186 -17%
JSL
2910
JT Stratford LLC
Georgia
$269K +$235K +912 New
CWM
2911
Cherrydale Wealth Management
New Jersey
$268K – – –
LCC
2912
Lincoln Capital Corp
Rhode Island
$268K +$21.9K +85 +10%
TCM
2913
Tradewinds Capital Management
Washington
$268K +$2.58K +10 +1%
HCWM
2914
Hidden Cove Wealth Management
Washington
$268K +$21.1K +82 +10%
SWGC
2915
Summit Wealth Group (Colorado)
Colorado
$268K +$234K +908 New
DWM
2916
Denver Wealth Management
Colorado
$268K +$773 +3 +0.3%
MCWS
2917
McKinley Carter Wealth Services
West Virginia
$268K -$14.9K -58 -6%
ACM
2918
Argent Capital Management
Missouri
$267K – – –
HC
2919
Headland Capital
South Carolina
$267K +$5.41K +21 +2%
AAMC
2920
Asset Allocation & Management Company
Illinois
$267K – – –
MCCP
2921
Mission Creek Capital Partners
California
$267K – – –
FAT
2922
First American Trust
California
$266K +$233K +903 New
WFM
2923
Wolff Financial Management
Michigan
$266K – – –
WH
2924
Whitcomb & Hess
Ohio
$266K – – –
PWM
2925
Parkshore Wealth Management
California
$266K +$1.03K +4 +0.4%
115 116
117
118 119