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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
GCM
426
Genus Capital Management
British Columbia, Canada
$18.1M +$12.9M +43,165 +239%
MT
427
Midwest Trust
Kansas
$18.1M -$52.4K -175 -0.3%
EH
428
Equitable Holdings
New York
$17.9M +$658K +2,198 +4%
RCM
429
Radnor Capital Management
Pennsylvania
$17.8M -$845K -2,823 -4%
PWP
430
Principle Wealth Partners
Connecticut
$17.5M +$712K +2,379 +4%
NRS
431
Neville Rodie & Shaw
New York
$17.4M +$366K +1,223 +2%
SF
432
Summit Financial
New Jersey
$17.4M +$92.2K +308 +0.5%
TCA
433
Transcend Capital Advisors
New Jersey
$17.4M -$655K -2,187 -4%
KRS
434
Kentucky Retirement Systems
Kentucky
$17.3M – – –
GWM
435
Greenwich Wealth Management
Connecticut
$17.1M -$103K -344 -0.6%
EWM
436
Evercore Wealth Management
New York
$17.1M -$355K -1,186 -2%
FVWA
437
Foster Victor Wealth Advisors
South Carolina
$17M +$408K +1,362 +3%
BIA
438
Biondo Investment Advisors
Pennsylvania
$16.9M -$249K -830 -1%
DWM
439
Dakota Wealth Management
Florida
$16.8M +$5.88M +19,631 +53%
BMCM
440
Bryn Mawr Capital Management
Pennsylvania
$16.6M -$440K -1,469 -3%
CFG
441
Citizens Financial Group
Rhode Island
$16.6M +$361K +1,206 +2%
SCM
442
SKBA Capital Management
California
$16.3M -$4.35M -14,525 -21%
AAIM
443
American Assets Investment Management
California
$16.3M – – –
SIG
444
Sargent Investment Group
Maryland
$16.2M -$779K -2,601 -5%
UCFA
445
United Capital Financial Advisors
Texas
$16.1M +$2.47M +8,232 +18%
HIMCH
446
Hartford Investment Management Co (HIMCO)
Connecticut
$16M -$171K -572 -1%
TA
447
Tectonic Advisors
Texas
$16M +$208K +694 +1%
WF
448
Welch & Forbes
Massachusetts
$16M -$150K -502 -0.9%
EWM
449
Empirical Wealth Management
Washington
$15.9M -$45.5K -152 -0.3%
EWA
450
EP Wealth Advisors
California
$15.9M +$16.1M +53,750 New
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