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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
OFP
2976
OFC Financial Planning
New Jersey
$213K +$210K +857 New
SC
2977
Stephenson & Company
California
$213K +$210K +857 New
ST
2978
Somerset Trust
Pennsylvania
$213K +$209K +855 New
FWM
2979
ForthRight Wealth Management
Georgia
$212K +$208K +851 New
MCM
2980
Monarch Capital Management
Indiana
$212K +$208K +851 New
OWA
2981
Outlook Wealth Advisors
Texas
$212K +$208K +851 New
PFM
2982
Peak Financial Management
Massachusetts
$212K +$208K +851 New
PWM
2983
Penobscot Wealth Management
Maine
$211K +$208K +850 New
BC
2984
Brio Consultants
California
$211K +$208K +850 New
CCM
2985
Chickasaw Capital Management
Tennessee
$211K +$208K +850 New
CWM
2986
Castle Wealth Management
Florida
$211K +$207K +847 New
WF
2987
Williams Financial
Vermont
$211K +$207K +847 New
FFA
2988
Fi3 Financial Advisors
Indiana
$210K +$207K +845 New
RCWM
2989
Royal Capital Wealth Management
Indiana
$210K +$207K +845 New
WCM
2990
Wealthcare Capital Management
Virginia
$210K +$207K +845 New
CTWM
2991
Cherry Tree Wealth Management
Minnesota
$209K -$3.18K -13 -2%
SDH
2992
Sloy Dahl & Holst
Washington
$209K +$206K +841 New
MWM
2993
Mittelman Wealth Management
Massachusetts
$209K -$64.8K -265 -24%
AWA
2994
AGH Wealth Advisors
Kansas
$209K +$205K +839 New
RFG
2995
RFP Financial Group
Georgia
$208K +$205K +838 New
TIAAOA
2996
Teachers Insurance & Annuity Association of America
New York
$208K – – –
GCM
2997
Gallacher Capital Management
Colorado
$208K -$32.3K -132 -14%
GWM
2998
GoalFusion Wealth Management
Texas
$208K -$171K -700 -46%
CWM
2999
Compass Wealth Management
Connecticut
$208K +$1.22K +5 +0.6%
EPW
3000
Evergreen Private Wealth
Colorado
$208K – – –
118 119
120
121 122