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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
DRP
2326
Decker Retirement Planning
Utah
$397K +$402K +1,805 New
HSWM
2327
Hubbell Strickland Wealth Management
Louisiana
$397K – – –
WW
2328
Westshore Wealth
California
$396K – – –
VCAM
2329
Van Cleef Asset Management
Ohio
$394K – – –
CA
2330
Capital Advantage
California
$393K +$398K +1,787 New
TCWM
2331
Total Clarity Wealth Management
Illinois
$393K +$10.5K +47 +3%
ECAM
2332
East Coast Asset Management
Massachusetts
$392K +$668 +3 +0.2%
FW
2333
Fidato Wealth
Ohio
$392K +$397K +1,782 New
MF
2334
Meridian Financial
Massachusetts
$391K -$10K -45 -2%
MCG
2335
McCollum Christoferson Group
New York
$391K – – –
BFS
2336
Beacon Financial Strategies
North Carolina
$391K – – –
MC
2337
Middleton & Co
Massachusetts
$391K +$7.79K +35 +2%
MCCP
2338
Mission Creek Capital Partners
California
$390K +$3.64M +16,362 +962%
RG
2339
Renaissance Group
Kentucky
$390K -$14.9K -67 -4%
SL
2340
Sentinus LLC
Illinois
$389K +$1.34K +6 +0.3%
EFA
2341
Evernest Financial Advisors
Indiana
$389K +$53.9K +242 +16%
MWM
2342
Merriman Wealth Management
Washington
$388K +$15.8K +71 +4%
VCM
2343
Virtue Capital Management
Tennessee
$388K -$245K -1,102 -38%
MAM
2344
Montchanin Asset Management
Delaware
$388K – – –
MIFH
2345
Migdal Insurance & Financial Holdings
Israel
$388K +$62.6K +281 +19%
CVA
2346
Central Valley Advisors
California
$387K -$4.23K -19 -1%
MGWA
2347
Monument Group Wealth Advisors
Massachusetts
$387K – – –
T
2348
TOBAM
France
$386K -$834K -3,743 -68%
OFO
2349
OneAscent Family Office
Alabama
$386K +$391K +1,754 New
WWA
2350
Wingate Wealth Advisors
Massachusetts
$386K +$391K +1,755 New
92 93
94
95 96