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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
VPP
2451
Vertex Planning Partners
Illinois
$298K +$9.22K +47 +4%
JCM
2452
Jacobsen Capital Management
Utah
$297K +$3.92K +20 +2%
ATS
2453
Ashton Thomas Securities
New York
$297K +$263K +1,341 New
TTWM
2454
TCV Trust & Wealth Management
Virginia
$296K – – –
NCMW
2455
Northern Capital Management (Washington)
Washington
$296K +$263K +1,341 New
GWP
2456
Gateway Wealth Partners
Wisconsin
$296K +$11.2K +57 +4%
AHL
2457
Abel Hall LLC
Louisiana
$296K +$8.23K +42 +3%
BWM
2458
Boyd Wealth Management
California
$295K – – –
AWP
2459
Abacus Wealth Partners
California
$295K -$4.31K -22 -2%
NA
2460
Nottingham Advisors
New York
$294K -$441K -2,250 -63%
KCM
2461
KRS Capital Management
Michigan
$294K -$52K -265 -17%
SCI
2462
Silver Coast Investments
United States
$293K -$52K -265 -17%
WHC
2463
Wulff, Hansen & Co
California
$293K -$69.6K -355 -21%
WA
2464
WESPAC Advisors
California
$293K – – –
CP
2465
Canopy Partners
Ohio
$293K -$4.12K -21 -2%
KWM
2466
KFG Wealth Management
Indiana
$292K -$237K -1,211 -48%
TI
2467
Truepoint Inc
Ohio
$292K +$259K +1,321 New
LC
2468
Landaas & Company
Wisconsin
$291K -$39.4K -201 -13%
NPPM
2469
North Point Portfolio Managers
Ohio
$291K – – –
MW
2470
Maia Wealth
Colorado
$291K +$19.8K +101 +8%
WCWM
2471
Willow Creek Wealth Management
California
$290K – – –
LC
2472
Lincoln Capital
Nebraska
$290K -$1.96K -10 -0.8%
WF
2473
Whelan Financial
California
$290K +$11K +56 +4%
AP
2474
Adero Partners
California
$289K +$256K +1,307 New
MPW
2475
MA Private Wealth
California
$288K – – –
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99
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