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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
MIFH
3326
Migdal Insurance & Financial Holdings
Israel
$79.3K +$10.8K +40 +14%
EWM
3327
Evolution Wealth Management
Florida
$78.5K – – –
CAM
3328
Clarity Asset Management
Iowa
$76.3K +$541 +2 +0.6%
W
3329
WealthCollab
Washington
$72.7K – – –
AW
3330
Ankerstar Wealth
Texas
$72K – – –
BTC
3331
Bank & Trust Company
Illinois
$71.7K – – –
MFP
3332
Meramec Financial Planners
Missouri
$71.5K +$5.68K +21 +8%
BDPWM
3333
Barnes Dennig Private Wealth Management
Ohio
$71.3K – – –
MBFW
3334
Morton Brown Family Wealth
Pennsylvania
$70.8K – – –
Q1WB
3335
Quest 10 Wealth Builders
Virginia
$70.7K +$1.62K +6 +2%
VWM
3336
Vermillion Wealth Management
Minnesota
$69.3K +$16.2K +60 +27%
QWM
3337
Quaker Wealth Management
New Jersey
$69.1K +$54.1K +200 +235%
MIM
3338
Manitou Investment Management
Ontario, Canada
$67.9K – – –
MSWM
3339
Mowery & Schoenfeld Wealth Management
Illinois
$66.3K -$8.39K -31 -10%
NECFA
3340
New England Capital Financial Advisors
Connecticut
$65.5K -$54.1K -200 -43%
IRC
3341
Investors Research Corp
Georgia
$65.4K +$4.06K +15 +6%
TTIC
3342
Tower Trust & Investment Company
Iowa
$63.3K – – –
APW
3343
Atlantic Private Wealth
North Carolina
$62.3K – – –
3FI
3344
3 Factor Indexing
California
$62.1K +$69.3K +256 New
HIMS
3345
Hager Investment Management Services
New Hampshire
$60.6K -$6.49K -24 -9%
RWM
3346
Rialto Wealth Management
New York
$59.3K -$13.3K -49 -17%
GK
3347
Graney & King
New York
$58.9K – – –
LHEI
3348
Leo H. Evart Inc
California
$58.1K +$64.9K +240 New
EP
3349
Essential Partners
California
$57.7K +$45.7K +169 +245%
FP
3350
Financial Perspectives
Minnesota
$57K +$20.3K +75 +47%
132 133
134
135 136