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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
LAM
2501
Lountzis Asset Management
Pennsylvania
$330K – – –
NSCM
2502
New South Capital Management
Tennessee
$330K – – –
SLG
2503
Stanley-Laman Group
Pennsylvania
$330K – – –
SCM
2504
Sollinda Capital Management
Florida
$330K +$31K +139 +10%
SP
2505
Stonebrook Private
Michigan
$329K +$16K +72 +5%
DWM
2506
Dechtman Wealth Management
Colorado
$329K +$891 +4 +0.3%
HR
2507
Hardy Reed
Mississippi
$329K +$51.4K +231 +18%
IIA
2508
Integral Investment Advisors
California
$328K -$9.8K -44 -3%
AIM
2509
Advyzon Investment Management
Illinois
$328K +$333K +1,493 New
SFCL
2510
Strengthening Families & Communities LLC
Massachusetts
$328K -$4.19M -18,810 -93%
CWP
2511
Concord Wealth Partners
Virginia
$328K +$7.57K +34 +2%
TFIPS
2512
Towarzystwo Funduszy Inwestycyjnych PZU SA
$328K +$11.1K +50 +3%
GPA
2513
Guerra Pan Advisors
New Jersey
$327K – – –
CA
2514
Cambridge Advisors
Nebraska
$326K – – –
NCM
2515
Nelson Capital Management
California
$326K +$1.34K +6 +0.4%
SCP
2516
Sivia Capital Partners
California
$325K +$4.23K +19 +1%
TAM
2517
Townsend Asset Management
North Carolina
$324K +$13.6K +61 +4%
DA
2518
Detalus Advisors
Missouri
$324K -$743K -3,338 -69%
NA
2519
Nottingham Advisors
New York
$324K +$32.3K +145 +11%
FA
2520
FSA Advisors
Michigan
$324K +$328K +1,473 New
FA
2521
Fountainhead AM
New Jersey
$322K +$97.5K +438 +43%
FWA
2522
FSC Wealth Advisors
New York
$321K -$22.3K -100 -6%
MHC
2523
May Hill Capital
Massachusetts
$321K +$325K +1,460 New
BMO
2524
Beck Mack & Oliver
New York
$321K +$223 +1 +0.1%
CWS
2525
Cypress Wealth Services
California
$321K -$2K -9 -0.6%
99 100
101
102 103