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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
SMF
2951
Scott Marsh Financial
Utah
$259K +$226K +878 New
DA
2952
Dash Acquisitions
California
$258K – – –
LWM
2953
LongView Wealth Management
Georgia
$258K -$6.44K -25 -3%
TSS
2954
Two Sigma Securities
New York
$257K +$225K +873 New
MLRA
2955
Main Line Retirement Advisors
Montana
$257K +$1.29K +5 +0.6%
AWC
2956
Adamsbrown Wealth Consultants
Kansas
$256K +$224K +870 New
BP
2957
Broadleaf Partners
Ohio
$256K – – –
CIS
2958
Connors Investor Services
Pennsylvania
$256K -$37.6K -146 -14%
OWA
2959
Outlook Wealth Advisors
Texas
$256K +$4.12K +16 +2%
FH
2960
Financial Harvest
Florida
$255K +$223K +866 New
FFC
2961
First Financial Corp
Indiana
$255K -$62.1K -241 -22%
CIG
2962
CHB Investment Group
Pennsylvania
$255K -$77.3K -300 -26%
SM
2963
Sensible Money
Arizona
$255K – – –
TAM
2964
TCP Asset Management
Ohio
$255K +$773 +3 +0.3%
ECML
2965
Eagle Capital Management (Louisiana)
Louisiana
$254K +$222K +861 New
FC
2966
Financial Council
Maryland
$254K – – –
CNTOF
2967
Canandaigua National Trust of Florida
New York
$254K +$222K +861 New
TI
2968
Truepoint Inc
Ohio
$253K -$22.4K -87 -9%
EPW
2969
Evergreen Private Wealth
Colorado
$253K +$5.93K +23 +3%
OFP
2970
OFC Financial Planning
New Jersey
$253K – – –
SC
2971
Stephenson & Company
California
$253K – – –
AWA
2972
AGH Wealth Advisors
Kansas
$252K +$4.38K +17 +2%
SB
2973
Sunflower Bank
Texas
$252K -$26.3K -102 -11%
OWA
2974
Octavia Wealth Advisors
Ohio
$252K -$40.7K -158 -16%
CCM
2975
Chickasaw Capital Management
Tennessee
$251K – – –
117 118
119
120 121