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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
QP
3001
Quilter Plc
United Kingdom
$253K – – –
FS
3002
Ferguson Shapiro
Georgia
$252K – – –
FA
3003
Fermata Advisors
California
$252K – – –
TPWA
3004
Twin Peaks Wealth Advisors
California
$251K -$27.7K -106 -11%
ACA
3005
Aspire Capital Advisors
Washington
$251K +$1.31K +5 +0.6%
MWM
3006
MinichMacGregor Wealth Management
New York
$251K -$170K -648 -42%
WHCFA
3007
William Howard & Co Financial Advisors
Tennessee
$250K – – –
CAM
3008
CPA Asset Management
Florida
$250K +$1.83K +7 +0.8%
BZWA
3009
Blue Zone Wealth Advisors
California
$248K – – –
TWM
3010
Topsail Wealth Management
North Carolina
$248K – – –
MLRA
3011
Main Line Retirement Advisors
Montana
$247K +$1.57K +6 +0.7%
PA
3012
PFW Advisors
Georgia
$247K +$31.7K +121 +16%
KWM
3013
KFG Wealth Management
Indiana
$247K -$26.4K -101 -10%
LWM
3014
LongView Wealth Management
Georgia
$247K – – –
FH
3015
Financial Harvest
Florida
$246K +$1.83K +7 +0.8%
EPW
3016
Evergreen Private Wealth
Colorado
$246K +$3.67K +14 +2%
NCTC
3017
New Covenant Trust Company
Indiana
$246K +$13.1K +50 +6%
NEPPG
3018
New England Professional Planning Group
Rhode Island
$246K -$41.4K -158 -15%
IWM
3019
Iams Wealth Management
Nebraska
$246K +$228K +870 New
MYLI
3020
Meiji Yasuda Life Insurance
Japan
$245K +$227K +869 New
HWM
3021
Hobbs Wealth Management
Indiana
$245K +$27K +103 +13%
MAG
3022
M3 Advisory Group
Massachusetts
$245K -$3.4K -13 -1%
MWAM
3023
Manhattan West Asset Management
California
$245K +$11K +42 +5%
FFC
3024
First Financial Corp
Indiana
$244K – – –
SM
3025
Sensible Money
Arizona
$244K – – –
119 120
121
122 123