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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
ATS
2451
Ashton Thomas Securities
New York
$297K +$263K +1,341 New
TTWM
2452
TCV Trust & Wealth Management
Virginia
$296K – – –
NCMW
2453
Northern Capital Management (Washington)
Washington
$296K +$263K +1,341 New
GWP
2454
Gateway Wealth Partners
Wisconsin
$296K +$11.2K +57 +4%
AHL
2455
Abel Hall LLC
Louisiana
$296K +$8.23K +42 +3%
BWM
2456
Boyd Wealth Management
California
$295K – – –
AWP
2457
Abacus Wealth Partners
California
$295K -$4.31K -22 -2%
NA
2458
Nottingham Advisors
New York
$294K -$441K -2,250 -63%
KCM
2459
KRS Capital Management
Michigan
$294K -$52K -265 -17%
SCI
2460
Silver Coast Investments
United States
$293K -$52K -265 -17%
WHC
2461
Wulff, Hansen & Co
California
$293K -$69.6K -355 -21%
WA
2462
WESPAC Advisors
California
$293K – – –
CP
2463
Canopy Partners
Ohio
$293K -$4.12K -21 -2%
KWM
2464
KFG Wealth Management
Indiana
$292K -$237K -1,211 -48%
TI
2465
Truepoint Inc
Ohio
$292K +$259K +1,321 New
LC
2466
Landaas & Company
Wisconsin
$291K -$39.4K -201 -13%
NPPM
2467
North Point Portfolio Managers
Ohio
$291K – – –
MW
2468
Maia Wealth
Colorado
$291K +$19.8K +101 +8%
WCWM
2469
Willow Creek Wealth Management
California
$290K – – –
LC
2470
Lincoln Capital
Nebraska
$290K -$1.96K -10 -0.8%
WF
2471
Whelan Financial
California
$290K +$11K +56 +4%
AP
2472
Adero Partners
California
$289K +$256K +1,307 New
MPW
2473
MA Private Wealth
California
$288K – – –
SRA
2474
Secured Retirement Advisors
Minnesota
$288K +$8.04K +41 +3%
WCM
2475
WealthBridge Capital Management
Ohio
$287K -$6.47K -33 -2%
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99
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