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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
MFG
526
Merit Financial Group
Georgia
$11.1M +$422K +1,613 +4%
AMG
527
Advisors Management Group
Wisconsin
$11.1M -$92.4K -353 -0.9%
SPC
528
Sigma Planning Corp
Michigan
$11.1M +$814K +3,111 +9%
CFIA
529
Cantor Fitzgerald Investment Advisors
New York
$11.1M -$52.9K -202 -0.5%
LCS
530
Levin Capital Strategies
New York
$10.9M -$2.5M -9,566 -20%
FMWA
531
Forvis Mazars Wealth Advisors
Missouri
$10.9M +$81.9K +313 +0.8%
SMI
532
Shelter Mutual Insurance
Missouri
$10.9M – – –
OGC
533
Oak Grove Capital
New Hampshire
$10.8M -$1.78M -6,800 -15%
LMIM
534
Lockheed Martin Investment Management
Maryland
$10.8M +$2.04M +7,800 +26%
PCIA
535
Prime Capital Investment Advisors
Kansas
$10.8M +$157K +600 +2%
BFG
536
Berger Financial Group
Minnesota
$10.8M +$1.48M +5,650 +17%
APP
537
Avantax Planning Partners
Iowa
$10.6M +$259K +988 +3%
PGA
538
Portland Global Advisors
Maine
$10.6M +$93.2K +356 +1%
AHC
539
Anderson Hoagland & Co
Missouri
$10.6M -$14.7K -56 -0.1%
MIM
540
Montgomery Investment Management
Maryland
$10.6M – – –
JFG
541
Jefferies Financial Group
New York
$10.6M -$3.98M -15,195 -29%
SCM
542
Schnieders Capital Management
California
$10.6M +$145K +553 +2%
RG
543
Rathbones Group
United Kingdom
$10.5M +$193K +737 +2%
VDBMI
544
Van Den Berg Management I
Texas
$10.5M -$928K -3,545 -9%
BRWA
545
B. Riley Wealth Advisors
Florida
$10.5M -$499K -1,906 -5%
DWM
546
Dakota Wealth Management
Florida
$10.5M -$11.5M -43,802 -54%
AOWM
547
Alpha Omega Wealth Management
Virginia
$10.5M -$60.2K -230 -0.6%
CCIA
548
Cherry Creek Investment Advisors
Colorado
$10.4M +$214K +817 +2%
CPCM
549
Cardinal Point Capital Management
Ontario, Canada
$10.3M +$290K +1,108 +3%
LOAMS
550
Lombard Odier Asset Management (Switzerland)
Switzerland
$10.3M +$701K +2,679 +8%
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