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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
3151
Meritas Wealth Management
California
$268K – – –
GA
3152
GSG Advisors
New Jersey
$268K +$271K +905 New
AAMC
3153
Asset Allocation & Management Company
Illinois
$268K – – –
HC
3154
Headland Capital
South Carolina
$267K -$2.4K -8 -0.9%
MCM
3155
Monument Capital Management
Virginia
$267K – – –
WWM
3156
WT Wealth Management
Arizona
$267K -$18.3K -61 -6%
SRC
3157
Sage Rhino Capital
California
$267K -$12.3K -41 -4%
WFM
3158
Wolff Financial Management
Michigan
$267K – – –
BSA
3159
Bull Street Advisors
Georgia
$267K – – –
VAMG
3160
Voisard Asset Management Group
Michigan
$267K +$16.5K +55 +7%
TCM
3161
Tradewinds Capital Management
Washington
$267K -$8.09K -27 -3%
FB
3162
Finward Bancorp
Indiana
$267K – – –
MWP
3163
Madison Wealth Partners
Wisconsin
$267K +$30.5K +102 +13%
WRPWM
3164
Werba Rubin Papier Wealth Management
California
$266K -$984K -3,284 -79%
SC
3165
Schubert & Co
Texas
$266K -$18.3K -61 -6%
PFA
3166
Perryman Financial Advisory
Texas
$266K +$269K +898 New
FS
3167
Ferguson Shapiro
Georgia
$265K – – –
FA
3168
Fermata Advisors
California
$264K -$299 -1 -0.1%
NCTC
3169
New Covenant Trust Company
Indiana
$264K +$9.88K +33 +4%
WHCFA
3170
William Howard & Co Financial Advisors
Tennessee
$263K – – –
CAM
3171
CPA Asset Management
Florida
$262K – – –
WA
3172
WPG Advisers
Maryland
$262K +$13.5K +45 +5%
CCA
3173
Corps Capital Advisors
Texas
$262K +$25.5K +85 +11%
SWM
3174
Stronghold Wealth Management
Florida
$261K +$264K +882 New
RK
3175
Rather & Kittrell
Tennessee
$261K +$20.7K +69 +8%
125 126
127
128 129