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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
TF
2451
Tudor Financial
Ohio
$346K +$351K +1,574 New
W
2452
Wealthquest
Ohio
$346K -$41.4K -186 -11%
EBWM
2453
Eagle Bluffs Wealth Management
Missouri
$345K +$891 +4 +0.3%
NI
2454
NDVR Inc
Massachusetts
$344K +$18K +81 +5%
SMA
2455
Seven Mile Advisory
New Jersey
$344K +$145K +649 +71%
TCM
2456
TruNorth Capital Management
Michigan
$344K – – –
CV
2457
Counterweight Ventures
North Carolina
$344K – – –
CWA
2458
Clarus Wealth Advisors
Arizona
$343K -$59.9K -269 -15%
MWM
2459
Mattern Wealth Management
Kansas
$343K -$66.8K -300 -16%
HC
2460
Hamilton Capital
Ohio
$343K +$1.11K +5 +0.3%
MAM
2461
Marotta Asset Management
Virginia
$342K -$22.9K -103 -6%
PWM
2462
Partners Wealth Management
California
$342K +$347K +1,556 New
FDW
2463
Fourth Dimension Wealth
Ohio
$342K +$346K +1,555 New
V
2464
VeraBank
Texas
$341K +$7.13K +32 +2%
WF
2465
Whelan Financial
California
$340K +$53K +238 +18%
HS
2466
Horan Securities
United States
$340K -$7.79K -35 -2%
TLCM
2467
Twin Lakes Capital Management
California
$340K +$891 +4 +0.3%
PFP
2468
Paragon Financial Partners
California
$340K -$22.3K -100 -6%
CG
2469
Clarus Group
Texas
$339K +$2.23K +10 +0.7%
APW
2470
Aurora Private Wealth
New Jersey
$339K -$1.56K -7 -0.5%
HDA
2471
Harold Davidson & Associates
California
$339K +$343K +1,540 New
AP
2472
Adero Partners
California
$338K +$51.7K +232 +18%
VWA
2473
VSM Wealth Advisory
Maryland
$338K +$343K +1,538 New
GWM
2474
GoalFusion Wealth Management
Texas
$338K +$29.8K +134 +10%
SA
2475
Sovran Advisors
California
$338K +$345K +1,551 New
97 98
99
100 101