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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
601
Marathon Capital Management
Maryland
$8.94M -$44.5K -170 -0.5%
AIMCA
602
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$8.92M +$524K +2,000 +7%
AFG
603
Atomi Financial Group
New York
$8.89M +$567K +2,167 +7%
AAM
604
AR Asset Management
California
$8.87M – – –
CK
605
Cohen Klingenstein
New York
$8.79M – – –
FTA
606
Financial & Tax Architects
Missouri
$8.79M +$320K +1,223 +4%
VST
607
Van Strum & Towne
California
$8.76M -$48.2K -184 -0.6%
LA
608
Lifeworks Advisors
Michigan
$8.74M -$261K -998 -3%
TMAM
609
Tokio Marine Asset Management
Japan
$8.73M +$226K +863 +3%
KFP
610
KMG Fiduciary Partners
Ohio
$8.73M +$83K +317 +1%
IA
611
IFP Advisors
Florida
$8.73M +$1.02M +3,907 +14%
DAS
612
Dynamic Advisor Solutions
Arizona
$8.71M +$129K +493 +2%
VT
613
Vise Technologies
New York
$8.7M -$6.64M -25,350 -45%
CAG
614
Crestwood Advisors Group
Massachusetts
$8.7M +$1.35M +5,144 +20%
NIA
615
NIA Impact Advisors
California
$8.66M +$42.4K +162 +0.5%
GIA
616
Gladstone Institutional Advisory
Florida
$8.65M +$213K +813 +3%
TS
617
Triglav Skladi
Slovenia
$8.55M -$445K -1,700 -5%
AIP
618
Ameritas Investment Partners
Nebraska
$8.53M -$400K -1,529 -5%
HIC
619
Holderness Investments Company
North Carolina
$8.53M +$128K +488 +2%
SCM
620
SCS Capital Management
Massachusetts
$8.5M +$1.1M +4,220 +16%
AAP
621
Arax Advisory Partners
Colorado
$8.48M +$5.24M +20,035 +200%
CNBT
622
Canandaigua National Bank & Trust
New York
$8.48M -$89.3K -341 -1%
KL
623
KWMG LLC
Kansas
$8.42M +$84K +321 +1%
RIA
624
Regal Investment Advisors
Michigan
$8.42M +$1.76M +6,707 +29%
CIP
625
Convergence Investment Partners
Florida
$8.38M +$373K +1,424 +5%
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