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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
3076
Consultiva Wealth Management
Puerto Rico
$132K +$113K +460 +657%
VWM
3077
Vermillion Wealth Management
Minnesota
$132K +$734 +3 +0.6%
MWM
3078
MorganRosel Wealth Management
Colorado
$131K +$128K +525 New
AP
3079
Aspect Partners
Virginia
$128K +$2.45K +10 +2%
MSWM
3080
Mowery & Schoenfeld Wealth Management
Illinois
$126K +$46.2K +189 +60%
T
3081
Transce3nd
Texas
$125K -$20.8K -85 -14%
FDP
3082
Financiere des Professionnels
Quebec, Canada
$124K -$97.8K -400 -44%
GC
3083
Gould Capital
Washington
$124K – – –
GWM
3084
Graybill Wealth Management
Illinois
$124K +$122K +500 New
PW
3085
Pandora Wealth
Illinois
$124K +$122K +500 New
BBPWM
3086
Blue Bell Private Wealth Management
Pennsylvania
$124K – – –
PWMG
3087
Prestige Wealth Management Group
New Jersey
$123K – – –
WOC
3088
West Oak Capital
California
$121K – – –
JFGIW
3089
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$118K -$43.3K -177 -27%
EPIME
3090
Evelyn Partners Investment Management (Europe)
$117K – – –
EWP
3091
Elevation Wealth Partners
California
$117K +$245 +1 +0.2%
KSB
3092
Kennebec Savings Bank
Maine
$114K – – –
WWM
3093
Wolff Wiese Magana
California
$113K -$2.45K -10 -2%
SO
3094
Sierra Ocean
California
$113K +$15.2K +62 +16%
MAM
3095
Meeder Asset Management
Ohio
$113K +$20.1K +82 +22%
AWM
3096
Atticus Wealth Management
Florida
$112K – – –
MCA
3097
Maryland Capital Advisors
Maryland
$112K – – –
MFT
3098
Moisand Fitzgerald Tamayo
Florida
$112K -$10.3K -42 -9%
GPI
3099
General Partner Inc
Pennsylvania
$112K – – –
AWM
3100
Activest Wealth Management
Florida
$110K +$46.2K +189 +74%
122 123
124
125 126