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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
SFP
2976
Shepherd Financial Partners
Massachusetts
$301K +$2.52K +10 +0.9%
UHC
2977
Union Heritage Capital
Michigan
$301K – – –
LI
2978
LifeWealth Investments
Florida
$301K +$10.6K +42 +4%
MSWM
2979
Master's Wealth Management
Pennsylvania
$301K -$252 -1 -0.1%
LBC
2980
Lane Brothers & Co
Arizona
$300K +$756 +3 +0.3%
SWG
2981
Summit Wealth Group
Vermont
$299K – – –
AA
2982
Aufman Associates
Pennsylvania
$299K +$268K +1,062 New
PIP
2983
Peachtree Investment Partners
Florida
$298K -$90.5K -359 -25%
GA
2984
Gordian Advisors
Arizona
$298K +$756 +3 +0.3%
CAM
2985
Close Asset Management
United Kingdom
$296K -$37.8K -150 -12%
HWA
2986
HighRoad Wealth Advisors
Oregon
$295K – – –
MWM
2987
Mittelman Wealth Management
Massachusetts
$295K -$109K -431 -35%
RSWA
2988
Robinson Smith Wealth Advisors
Maine
$294K -$113K -447 -30%
ACC
2989
Acorn Creek Capital
Colorado
$293K -$6.05K -24 -2%
DA
2990
Doliver Advisors
Texas
$291K -$27.7K -110 -10%
SWA
2991
ShankerValleau Wealth Advisors
Illinois
$291K – – –
WWM
2992
WT Wealth Management
Arizona
$291K +$28K +111 +12%
EBSAM
2993
Eubel Brady & Suttman Asset Management
Ohio
$291K – – –
BRWM
2994
Blue Rock Wealth Management
North Carolina
$291K -$12.1K -48 -4%
TS
2995
TradeWell Securities
Indiana
$291K +$4.03K +16 +2%
MSA
2996
Marathon Strategic Advisors
Pennsylvania
$290K – – –
DF
2997
Dunhill Financial
United Kingdom
$290K +$7.81K +31 +3%
CTC
2998
Cetera Trust Company
Minnesota
$290K – – –
MIM
2999
Morningstar Investment Management
Illinois
$290K – – –
AAM
3000
Austin Asset Management
Texas
$290K – – –
118 119
120
121 122