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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
HC
3276
Hoese & Co
Minnesota
$101K – – –
AW
3277
Avion Wealth
Texas
$100K +$1.31K +5 +1%
NOI
3278
Newton One Investments
Delaware
$99.8K +$785 +3 +0.9%
PAG
3279
Paladin Advisory Group
Iowa
$98.2K – – –
GJIA
3280
Glass Jacobson Investment Advisors
Maryland
$97.9K – – –
GA
3281
GoalVest Advisory
New York
$96.8K – – –
CWA
3282
Carolina Wealth Advisors
South Carolina
$96.8K +$51K +195 +132%
PG
3283
Proffitt & Goodson
Tennessee
$91.4K – – –
CCM
3284
Cloud Capital Management
Washington
$91K +$85.3K +326 New
TC
3285
Trust Company
Kansas
$90K -$48.4K -185 -37%
BCPWM
3286
Bradley & Co Private Wealth Management
Florida
$90K +$3.67K +14 +5%
PCFFS
3287
Pacific Center for Financial Services
California
$88K – – –
T
3288
Tidemark
California
$87.7K +$10.5K +40 +15%
HFS
3289
Hughes Financial Services
Virginia
$87.5K +$785 +3 +1%
EWM
3290
Evolution Wealth Management
Florida
$85.5K +$785 +3 +1%
W
3291
WealthCollab
Washington
$84.6K – – –
FGAM
3292
Financial Gravity Asset Management
Texas
$84.6K +$78.5K +300 New
BTC
3293
Bank & Trust Company
Illinois
$83.5K – – –
BDPWM
3294
Barnes Dennig Private Wealth Management
Ohio
$83K – – –
MBFW
3295
Morton Brown Family Wealth
Pennsylvania
$82.4K – – –
SAS
3296
Spurstone Advisory Services
Connecticut
$82.1K -$67.8K -259 -47%
CIAS
3297
CBIZ Investment Advisory Services
Ohio
$80.9K -$18.3K -70 -20%
HIMS
3298
Hager Investment Management Services
New Hampshire
$80.4K -$53.9K -206 -42%
MIM
3299
Manitou Investment Management
Ontario, Canada
$79K – – –
MSWM
3300
Mowery & Schoenfeld Wealth Management
Illinois
$78K -$2.62K -10 -3%
130 131
132
133 134