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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
PFM
2976
Peak Financial Management
Massachusetts
$251K – – –
CFO
2977
Custos Family Office
Texas
$251K +$219K +851 New
MCC
2978
Malaga Cove Capital
California
$251K -$116K -450 -35%
CWM
2979
Castle Wealth Management
Florida
$250K +$258 +1 +0.1%
FWP
2980
Falcon Wealth Planning
California
$250K +$218K +847 New
MAM
2981
Morse Asset Management
Connecticut
$250K +$218K +845 +42,250%
RCWM
2982
Royal Capital Wealth Management
Indiana
$249K – – –
WCM
2983
Weaver Capital Management
Georgia
$248K +$7.73K +30 +4%
SDH
2984
Sloy Dahl & Holst
Washington
$248K – – –
MAA
2985
Matrix Asset Advisors
New York
$248K -$74.5K -289 -26%
TIAAOA
2986
Teachers Insurance & Annuity Association of America
New York
$247K – – –
BFWA
2987
Benchmark Financial Wealth Advisors
Florida
$247K +$5.67K +22 +3%
GWM
2988
GoalFusion Wealth Management
Texas
$247K – – –
VAMG
2989
Voisard Asset Management Group
Michigan
$247K +$216K +837 New
HGA
2990
Hobbs Group Advisors
South Carolina
$246K +$215K +835 New
CWM
2991
Compass Wealth Management
Connecticut
$246K – – –
ST
2992
Somerset Trust
Pennsylvania
$246K -$5.15K -20 -2%
IPA
2993
Investment Planning Advisors
Georgia
$246K – – –
AWM
2994
Able Wealth Management
New Jersey
$245K -$14.9K -58 -7%
MWM
2995
Mascoma Wealth Management
New Hampshire
$245K – – –
LFP
2996
Leeward Financial Partners
Washington
$245K +$214K +831 New
AWA
2997
Aletheian Wealth Advisors
Washington
$245K +$214K +830 New
OCFG
2998
O'Connor Financial Group
Illinois
$244K +$3.87K +15 +2%
APC
2999
Aspire Private Capital
North Carolina
$243K – – –
MCM
3000
McRae Capital Management
New Jersey
$243K – – –
118 119
120
121 122