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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
GJIA
3076
Glass Jacobson Investment Advisors
Maryland
$132K – – –
PP
3077
PrairieView Partners
Minnesota
$132K -$9.54K -39 -7%
CWM
3078
Consultiva Wealth Management
Puerto Rico
$132K +$113K +460 +657%
VWM
3079
Vermillion Wealth Management
Minnesota
$132K +$734 +3 +0.6%
MWM
3080
MorganRosel Wealth Management
Colorado
$131K +$128K +525 New
AP
3081
Aspect Partners
Virginia
$128K +$2.45K +10 +2%
MSWM
3082
Mowery & Schoenfeld Wealth Management
Illinois
$126K +$46.2K +189 +60%
T
3083
Transce3nd
Texas
$125K -$20.8K -85 -14%
FDP
3084
Financiere des Professionnels
Quebec, Canada
$124K -$97.8K -400 -44%
GC
3085
Gould Capital
Washington
$124K – – –
GWM
3086
Graybill Wealth Management
Illinois
$124K +$122K +500 New
PW
3087
Pandora Wealth
Illinois
$124K +$122K +500 New
BBPWM
3088
Blue Bell Private Wealth Management
Pennsylvania
$124K – – –
PWMG
3089
Prestige Wealth Management Group
New Jersey
$123K – – –
WOC
3090
West Oak Capital
California
$121K – – –
JFGIW
3091
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$118K -$43.3K -177 -27%
EPIME
3092
Evelyn Partners Investment Management (Europe)
$117K – – –
EWP
3093
Elevation Wealth Partners
California
$117K +$245 +1 +0.2%
KSB
3094
Kennebec Savings Bank
Maine
$114K – – –
WWM
3095
Wolff Wiese Magana
California
$113K -$2.45K -10 -2%
SO
3096
Sierra Ocean
California
$113K +$15.2K +62 +16%
MAM
3097
Meeder Asset Management
Ohio
$113K +$20.1K +82 +22%
AWM
3098
Atticus Wealth Management
Florida
$112K – – –
MCA
3099
Maryland Capital Advisors
Maryland
$112K – – –
MFT
3100
Moisand Fitzgerald Tamayo
Florida
$112K -$10.3K -42 -9%
122 123
124
125 126