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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
SAS
3301
Spurstone Advisory Services
Connecticut
$82.1K -$67.8K -259 -47%
CIAS
3302
CBIZ Investment Advisory Services
Ohio
$80.9K -$18.3K -70 -20%
HIMS
3303
Hager Investment Management Services
New Hampshire
$80.4K -$53.9K -206 -42%
MIM
3304
Manitou Investment Management
Ontario, Canada
$79K – – –
MSWM
3305
Mowery & Schoenfeld Wealth Management
Illinois
$78K -$2.62K -10 -3%
TTIC
3306
Tower Trust & Investment Company
Iowa
$73.6K – – –
APW
3307
Atlantic Private Wealth
North Carolina
$73.1K – – –
TWD
3308
True Wealth Design
Ohio
$69.2K +$44.2K +169 +222%
EPIMS
3309
Evelyn Partners Investment Management Services
$69.1K +$39.3K +150 +158%
GFWA
3310
Grey Fox Wealth Advisors
Delaware
$68.8K +$63.9K +244 New
GK
3311
Graney & King
New York
$68.6K – – –
RWM
3312
RMG Wealth Management
Wisconsin
$66.4K – – –
MAFA
3313
MJT & Associates Financial Advisory
Minnesota
$65.5K – – –
CAM
3314
Creekmur Asset Management
Illinois
$64.3K +$11.8K +45 +25%
CB
3315
Centennial Bank
Arkansas
$64K – – –
RTL
3316
Red Tortoise LLC
Georgia
$63.7K -$1.05K -4 -2%
GG
3317
Gleason Group
Kentucky
$62.5K +$524 +2 +0.9%
PC
3318
Promus Capital
Illinois
$62.1K – – –
T
3319
TOBAM
France
$62K – – –
TC
3320
Tacita Capital
Ontario, Canada
$61.8K -$3.4K -13 -6%
BGC
3321
Beutel, Goodman & Co
Ontario, Canada
$59K +$15.7K +60 +40%
MCI
3322
MRP Capital Investments
Georgia
$59K – – –
SC
3323
Steph & Co
Wisconsin
$58.4K – – –
VWM
3324
Vermillion Wealth Management
Minnesota
$58.3K +$262 +1 +0.5%
Q1WB
3325
Quest 10 Wealth Builders
Virginia
$57.7K +$3.67K +14 +7%
131 132
133
134 135