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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
2851
Sigma Investment Counselors
Michigan
$361K +$324K +1,284 New
PM
2852
Penbrook Management
New York
$361K – – –
PSP
2853
Pacific Sage Partners
Washington
$360K -$5.54K -22 -2%
CAM
2854
Campion Asset Management
Virginia
$360K +$3.02K +12 +0.9%
SF
2855
Succession Financial
Texas
$360K +$322K +1,280 New
FFO
2856
Fiduciary Family Office
Florida
$359K -$317K -1,259 -50%
AWMT
2857
AAFMAA Wealth Management & Trust
North Carolina
$359K -$3.53K -14 -1%
DAM
2858
Davis Asset Management
California
$358K – – –
SCFS
2859
Stewardship Concepts Financial Services
Washington
$358K +$4.28K +17 +1%
SWA
2860
Strata Wealth Advisors
Texas
$357K +$16.6K +66 +5%
QT
2861
Quantbot Technologies
New York
$356K +$319K +1,267 New
KWM
2862
Kingsman Wealth Management
Florida
$356K -$122K -484 -28%
NPPM
2863
North Point Portfolio Managers
Ohio
$356K – – –
TCMP
2864
Thrive Capital Management (Pennsylvania)
Pennsylvania
$356K -$3.27K -13 -1%
IF
2865
IRON Financial
Illinois
$354K +$77.6K +308 +32%
BWM
2866
BAM Wealth Management
Colorado
$353K +$92K +365 +41%
JCM
2867
Jag Capital Management
Missouri
$353K +$252 +1 +0.1%
CBT
2868
Crews Bank & Trust
Florida
$352K -$6.3K -25 -2%
CWM
2869
Carolina Wealth Management
North Carolina
$352K +$315K +1,250 New
NCM
2870
Nelson Capital Management
California
$351K – – –
NF
2871
NavPoint Financial
Minnesota
$351K – – –
WAM
2872
Walker Asset Management
Missouri
$350K +$1.76K +7 +0.6%
EA
2873
Emerald Advisors
Washington
$350K +$22.2K +88 +8%
WW
2874
Westshore Wealth
California
$350K +$11.1K +44 +4%
MFAM
2875
Motley Fool Asset Management
Virginia
$349K +$313K +1,242 New
113 114
115
116 117