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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
2301
Townsend Asset Management
North Carolina
$543K -$10.3K -38 -2%
TWM
2302
TriaGen Wealth Management
California
$543K – – –
SB
2303
SIG Brokerage
New York
$543K +$606K +2,239 New
MCWS
2304
McKinley Carter Wealth Services
West Virginia
$543K -$50.6K -187 -8%
HHAA
2305
Henry H. Armstrong Associates
Pennsylvania
$542K – – –
NAS
2306
NWF Advisory Services
California
$542K -$95.8K -354 -14%
TWP
2307
Tower Wealth Partners
Pennsylvania
$541K -$72.8K -269 -11%
JRPIM
2308
Journey Retirement Planning & Investment Management
Idaho
$540K -$2.32M -8,564 -79%
PWA
2309
Phoenix Wealth Advisors
North Carolina
$540K – – –
MCWA
2310
Meadow Creek Wealth Advisors
Georgia
$539K -$34.4K -127 -5%
FSA
2311
Financial Security Advisor
Virginia
$539K +$3.52K +13 +0.6%
OF
2312
Outfitter Financial
Maine
$538K -$8.66K -32 -1%
WPP
2313
Whalerock Point Partners
Rhode Island
$538K – – –
GXJ
2314
Global X Japan
Japan
$536K -$24.6K -91 -4%
CRI
2315
Commonwealth Retirement Investments
Virginia
$536K -$23.5K -87 -4%
FNBSF
2316
First National Bank Sioux Falls
South Dakota
$534K -$10.3K -38 -2%
RFA
2317
Reyes Financial Architecture
California
$534K -$151K -558 -20%
BWP
2318
Burling Wealth Partners
Illinois
$533K -$248K -916 -29%
CWA
2319
CM Wealth Advisors
Ohio
$533K -$23K -85 -4%
CC
2320
Capital Counsel
New York
$533K +$8.12K +30 +1%
LA
2321
LVW Advisors
New York
$532K +$21.9K +81 +4%
UAML
2322
US Asset Management LLC
Pennsylvania
$531K -$2.44K -9 -0.4%
V
2323
VeraBank
Texas
$531K – – –
TCM
2324
Towercrest Capital Management
Pennsylvania
$530K +$13.5K +50 +2%
IP
2325
Isthmus Partners
Wisconsin
$529K – – –
91 92
93
94 95