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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
501
Axxcess Wealth Management
California
$12.6M +$5.54M +21,518 +102%
AF
502
Alerus Financial
North Dakota
$12.5M -$871K -3,380 -7%
JIC
503
Johnson Investment Counsel
Ohio
$12.4M +$564K +2,189 +5%
CWM
504
Cornerstone Wealth Management
Missouri
$12.4M +$260K +1,011 +2%
CA
505
Clearstead Advisors
Ohio
$12.4M +$105K +409 +1%
AWS
506
Atria Wealth Solutions
New York
$12.3M -$7.6M -29,496 -41%
DWT
507
Dorsey & Whitney Trust
South Dakota
$12.3M -$175K -681 -2%
HAI
508
Hennessy Advisors Inc
California
$12.3M – – –
BCI
509
Brinker Capital Investments
Pennsylvania
$12.2M -$161K -623 -1%
LIM
510
Lathrop Investment Management
Arkansas
$12M +$168K +652 +2%
VDBMI
511
Van Den Berg Management I
Texas
$12M -$445K -1,728 -4%
CWM
512
Congress Wealth Management
Massachusetts
$12M +$578K +2,245 +5%
AMBIA
513
Allen Mooney & Barnes Investment Advisors
Georgia
$11.9M -$19.3K -75 -0.2%
SFS
514
Sowell Financial Services
Arkansas
$11.8M -$108K -419 -1%
AWAG
515
ARS Wealth Advisors Group
Florida
$11.8M -$157K -608 -1%
FDDB
516
Fidelity D&D Bancorp
Pennsylvania
$11.8M – – –
AMG
517
Advisors Management Group
Wisconsin
$11.7M -$61.6K -239 -0.6%
IEFM
518
IQ EQ Fund Management
Ireland
$11.7M – – –
CFIA
519
Cantor Fitzgerald Investment Advisors
New York
$11.6M -$24.5K -95 -0.2%
LNWTC
520
Laird Norton Wetherby Trust Company
Washington
$11.6M – – –
SWP
521
Strategic Wealth Partners
Ohio
$11.5M +$10.1M +39,054 New
BRWA
522
B. Riley Wealth Advisors
Florida
$11.5M +$10M +38,998 New
GCA
523
Greenwood Capital Associates
South Carolina
$11.5M -$2.52M -9,768 -20%
IC
524
IEQ Capital
California
$11.4M +$217K +843 +2%
SMI
525
Shelter Mutual Insurance
Missouri
$11.3M – – –
19 20
21
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