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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
2976
AtlasMark Financial
Texas
$251K -$32.7K -127 -13%
MCM
2977
Monarch Capital Management
Indiana
$251K – – –
PFM
2978
Peak Financial Management
Massachusetts
$251K – – –
CFO
2979
Custos Family Office
Texas
$251K +$219K +851 New
MCC
2980
Malaga Cove Capital
California
$251K -$116K -450 -35%
CWM
2981
Castle Wealth Management
Florida
$250K +$258 +1 +0.1%
FWP
2982
Falcon Wealth Planning
California
$250K +$218K +847 New
MAM
2983
Morse Asset Management
Connecticut
$250K +$218K +845 +42,250%
RCWM
2984
Royal Capital Wealth Management
Indiana
$249K – – –
WCM
2985
Weaver Capital Management
Georgia
$248K +$7.73K +30 +4%
SDH
2986
Sloy Dahl & Holst
Washington
$248K – – –
MAA
2987
Matrix Asset Advisors
New York
$248K -$74.5K -289 -26%
TIAAOA
2988
Teachers Insurance & Annuity Association of America
New York
$247K – – –
BFWA
2989
Benchmark Financial Wealth Advisors
Florida
$247K +$5.67K +22 +3%
GWM
2990
GoalFusion Wealth Management
Texas
$247K – – –
VAMG
2991
Voisard Asset Management Group
Michigan
$247K +$216K +837 New
HGA
2992
Hobbs Group Advisors
South Carolina
$246K +$215K +835 New
CWM
2993
Compass Wealth Management
Connecticut
$246K – – –
ST
2994
Somerset Trust
Pennsylvania
$246K -$5.15K -20 -2%
IPA
2995
Investment Planning Advisors
Georgia
$246K – – –
AWM
2996
Able Wealth Management
New Jersey
$245K -$14.9K -58 -7%
MWM
2997
Mascoma Wealth Management
New Hampshire
$245K – – –
LFP
2998
Leeward Financial Partners
Washington
$245K +$214K +831 New
AWA
2999
Aletheian Wealth Advisors
Washington
$245K +$214K +830 New
OCFG
3000
O'Connor Financial Group
Illinois
$244K +$3.87K +15 +2%
118 119
120
121 122