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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
PFWA
2976
Paces Ferry Wealth Advisors
Georgia
$308K +$276K +1,094 New
AL
2977
ADE LLC
Maryland
$307K – – –
PFA
2978
Pettinga Financial Advisors
Indiana
$307K +$9.57K +38 +4%
GSWM
2979
Greenup Street Wealth Management
Michigan
$306K +$26.5K +105 +11%
FMC
2980
First Merchants Corp
Indiana
$306K +$3.27K +13 +1%
TW
2981
Traveka Wealth
California
$306K +$9.07K +36 +3%
VFG
2982
V2 Financial group
Illinois
$305K – – –
SWA
2983
Strategies Wealth Advisors
Michigan
$305K +$252 +1 +0.1%
ESC
2984
Eurizon SLJ Capital
$305K – – –
W
2985
WealthCollab
Washington
$305K +$197K +783 +261%
SIC
2986
Samalin Investment Counsel
New York
$304K -$91.2K -362 -25%
PCM
2987
Payne Capital Management
New York
$304K +$272K +1,080 New
MPIA
2988
Milestones Private Investment Advisors
New York
$303K – – –
SWAG
2989
Spectrum Wealth Advisory Group
California
$303K +$17.9K +71 +7%
PG
2990
Prostatis Group
Maryland
$302K -$366K -1,451 -57%
LWA
2991
Legacy Wealth Advisors
Florida
$302K +$3.27K +13 +1%
WCM
2992
Wealthcare Capital Management
Virginia
$302K +$1.01K +4 +0.4%
TPWA
2993
Twin Peaks Wealth Advisors
California
$302K +$11.8K +47 +5%
SFP
2994
Shepherd Financial Partners
Massachusetts
$301K +$2.52K +10 +0.9%
UHC
2995
Union Heritage Capital
Michigan
$301K – – –
LI
2996
LifeWealth Investments
Florida
$301K +$10.6K +42 +4%
MSWM
2997
Master's Wealth Management
Pennsylvania
$301K -$252 -1 -0.1%
LBC
2998
Lane Brothers & Co
Arizona
$300K +$756 +3 +0.3%
SWG
2999
Summit Wealth Group
Vermont
$299K – – –
AA
3000
Aufman Associates
Pennsylvania
$299K +$268K +1,062 New
118 119
120
121 122