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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
CST
1676
Charles Schwab Trust
Nevada
$1.12M +$85.2K +315 +7%
ET
1677
Equitable Trust
Tennessee
$1.12M -$49.8K -184 -4%
WA
1678
Wealth Architects
California
$1.12M +$95.8K +354 +8%
CWP
1679
Clark Wealth Partners
Illinois
$1.11M +$5.95K +22 +0.5%
MTIC
1680
Missouri Trust & Investment Company
Missouri
$1.11M +$37.9K +140 +3%
PIA
1681
Powell Investment Advisors
Florida
$1.11M +$541 +2 +0%
VIP
1682
Vista Investment Partners
Oklahoma
$1.11M -$620K -2,293 -33%
RIA
1683
Retirement Investment Advisors
Oklahoma
$1.11M – – –
OW
1684
Olistico Wealth
Oklahoma
$1.11M +$114K +420 +10%
OFS
1685
OneAscent Financial Services
Alabama
$1.11M +$182K +672 +17%
RMSCM
1686
R.M. Sincerbeaux Capital Management
New York
$1.11M – – –
LCM
1687
Leisure Capital Management
California
$1.11M -$69.3K -256 -5%
KMWM
1688
Keudell/Morrison Wealth Management
Oregon
$1.11M +$5.14K +19 +0.4%
PFA
1689
Plotkin Financial Advisors
Maryland
$1.1M – – –
IPW
1690
Impact Partnership Wealth
Georgia
$1.1M +$844K +3,119 +219%
FWM
1691
Forteris Wealth Management
New York
$1.1M +$566K +2,090 +85%
HA
1692
Huntleigh Advisors
Missouri
$1.1M +$78.5K +290 +7%
IPW
1693
Inlet Private Wealth
Florida
$1.1M -$974K -3,600 -44%
WBWA
1694
William B. Walkup & Associates
South Carolina
$1.1M – – –
CAM
1695
Chesapeake Asset Management
New York
$1.09M -$1.24M -4,571 -50%
PL
1696
PeakShares LLC
Florida
$1.09M +$339K +1,252 +38%
GWM
1697
GDS Wealth Management
Texas
$1.09M +$6.49K +24 +0.5%
TCM
1698
Thoma Capital Management
Maryland
$1.09M +$83.1K +307 +7%
PWS
1699
Pursuit Wealth Strategies
North Carolina
$1.09M +$541 +2 +0%
TT
1700
TI-Trust
Illinois
$1.09M – – –
66 67
68
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