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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
GIM
376
Grassi Investment Management
California
$8.47M – – –
SCM
377
Shelton Capital Management
Colorado
$8.47M -$1.13M -8,227 -12%
HIMC
378
Heritage Investors Management Corp
Maryland
$8.37M -$39.3K -285 -0.5%
GCA
379
Greenwood Capital Associates
South Carolina
$8.37M +$1.48M +10,737 +22%
FDCDDQ
380
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.36M -$1.24M -9,005 -13%
FT
381
Fiduciary Trust
Massachusetts
$8.32M -$32.4K -235 -0.4%
BHWM
382
Bar Harbor Wealth Management
New Hampshire
$8.32M -$23.4K -170 -0.3%
NC
383
Nicholas Company
Wisconsin
$8.3M – – –
LSERS
384
Louisiana State Employees Retirement System
Louisiana
$8.23M +$82.8K +600 +1%
HWM
385
HB Wealth Management
Georgia
$8.22M +$565K +4,097 +8%
RMCM
386
Reynders McVeigh Capital Management
Massachusetts
$8.21M +$3.39M +24,565 +73%
WIC
387
Wilkins Investment Counsel
Massachusetts
$8.2M +$134K +975 +2%
MAM
388
Mastrapasqua Asset Management
Tennessee
$8.17M +$6.67M +48,335 +499%
AWS
389
Atria Wealth Solutions
New York
$8.12M -$536K -3,884 -6%
MIM
390
Montgomery Investment Management
Maryland
$8.1M -$8.28K -60 -0.1%
WS
391
Wedbush Securities
California
$8.06M -$425K -3,082 -5%
SCA
392
Snowden Capital Advisors
New York
$7.97M +$375K +2,716 +5%
SW
393
SteelPeak Wealth
California
$7.97M -$4.17M -30,258 -35%
NAM
394
NorthCrest Asset Manangement
Minnesota
$7.95M -$253K -1,833 -3%
AOWM
395
Alpha Omega Wealth Management
Virginia
$7.94M -$158K -1,144 -2%
GIA
396
Guyasuta Investment Advisors
Pennsylvania
$7.92M +$452K +3,280 +6%
KFP
397
Keystone Financial Planning
Ohio
$7.92M -$163K -1,180 -2%
LCS
398
Levin Capital Strategies
New York
$7.92M -$6.87M -49,799 -47%
CB
399
Cadence Bank
Mississippi
$7.92M +$33.2K +241 +0.4%
NIA
400
NIA Impact Advisors
California
$7.87M +$317K +2,296 +4%
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