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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
TTIC
3301
Tower Trust & Investment Company
Iowa
$73.6K – – –
APW
3302
Atlantic Private Wealth
North Carolina
$73.1K – – –
TWD
3303
True Wealth Design
Ohio
$69.2K +$44.2K +169 +222%
EPIMS
3304
Evelyn Partners Investment Management Services
$69.1K +$39.3K +150 +158%
GFWA
3305
Grey Fox Wealth Advisors
Delaware
$68.8K +$63.9K +244 New
GK
3306
Graney & King
New York
$68.6K – – –
RWM
3307
RMG Wealth Management
Wisconsin
$66.4K – – –
MAFA
3308
MJT & Associates Financial Advisory
Minnesota
$65.5K – – –
CAM
3309
Creekmur Asset Management
Illinois
$64.3K +$11.8K +45 +25%
CB
3310
Centennial Bank
Arkansas
$64K – – –
RTL
3311
Red Tortoise LLC
Georgia
$63.7K -$1.05K -4 -2%
GG
3312
Gleason Group
Kentucky
$62.5K +$524 +2 +0.9%
PC
3313
Promus Capital
Illinois
$62.1K – – –
T
3314
TOBAM
France
$62K – – –
TC
3315
Tacita Capital
Ontario, Canada
$61.8K -$3.4K -13 -6%
BGC
3316
Beutel, Goodman & Co
Ontario, Canada
$59K +$15.7K +60 +40%
MCI
3317
MRP Capital Investments
Georgia
$59K – – –
SC
3318
Steph & Co
Wisconsin
$58.4K – – –
VWM
3319
Vermillion Wealth Management
Minnesota
$58.3K +$262 +1 +0.5%
Q1WB
3320
Quest 10 Wealth Builders
Virginia
$57.7K +$3.67K +14 +7%
FDW
3321
Fourth Dimension Wealth
Ohio
$56.4K – – –
GCM
3322
Gables Capital Management
Florida
$56.4K – – –
HHMI
3323
Howard Hughes Medical Institute
Maryland
$56.4K +$262 +1 +0.5%
JEST
3324
JTC Employer Solutions Trustee
Jersey
$56K – – –
IA
3325
IFS Advisors
Kansas
$55.6K – – –
131 132
133
134 135