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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
ST
2976
Somerset Trust
Pennsylvania
$213K +$209K +855 New
FWM
2977
ForthRight Wealth Management
Georgia
$212K +$208K +851 New
MCM
2978
Monarch Capital Management
Indiana
$212K +$208K +851 New
OWA
2979
Outlook Wealth Advisors
Texas
$212K +$208K +851 New
PFM
2980
Peak Financial Management
Massachusetts
$212K +$208K +851 New
PWM
2981
Penobscot Wealth Management
Maine
$211K +$208K +850 New
BC
2982
Brio Consultants
California
$211K +$208K +850 New
CCM
2983
Chickasaw Capital Management
Tennessee
$211K +$208K +850 New
CWM
2984
Castle Wealth Management
Florida
$211K +$207K +847 New
WF
2985
Williams Financial
Vermont
$211K +$207K +847 New
FFA
2986
Fi3 Financial Advisors
Indiana
$210K +$207K +845 New
RCWM
2987
Royal Capital Wealth Management
Indiana
$210K +$207K +845 New
WCM
2988
Wealthcare Capital Management
Virginia
$210K +$207K +845 New
CTWM
2989
Cherry Tree Wealth Management
Minnesota
$209K -$3.18K -13 -2%
SDH
2990
Sloy Dahl & Holst
Washington
$209K +$206K +841 New
MWM
2991
Mittelman Wealth Management
Massachusetts
$209K -$64.8K -265 -24%
AWA
2992
AGH Wealth Advisors
Kansas
$209K +$205K +839 New
RFG
2993
RFP Financial Group
Georgia
$208K +$205K +838 New
TIAAOA
2994
Teachers Insurance & Annuity Association of America
New York
$208K – – –
GCM
2995
Gallacher Capital Management
Colorado
$208K -$32.3K -132 -14%
GWM
2996
GoalFusion Wealth Management
Texas
$208K -$171K -700 -46%
CWM
2997
Compass Wealth Management
Connecticut
$208K +$1.22K +5 +0.6%
EPW
2998
Evergreen Private Wealth
Colorado
$208K – – –
IPA
2999
Investment Planning Advisors
Georgia
$207K +$204K +833 New
AWM
3000
AAF Wealth Management
Massachusetts
$207K +$203K +831 New
118 119
120
121 122