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IBM
IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
KF
651
KKM Financial
Illinois
$6.93M – – –
BFA
652
Bridgelight Financial Advisors
Connecticut
$6.93M +$67.6K +250 +0.9%
CAIM
653
Catherine Avery Investment Management
Florida
$6.91M +$2.76M +10,187 +56%
CICC
654
Capital Investment Counsel (Colorado)
Colorado
$6.9M +$346K +1,279 +5%
NIA
655
NIA Impact Advisors
California
$6.86M -$565K -2,089 -7%
HEIP
656
Hudson Edge Investment Partners
New Jersey
$6.86M +$1.56M +5,782 +26%
LCS
657
Levin Capital Strategies
New York
$6.85M -$2.3M -8,484 -23%
GH
658
GAM Holding
Switzerland
$6.84M -$6.17M -22,811 -45%
LIA
659
LS Investment Advisors
Michigan
$6.82M +$5.99M +22,139 +369%
TFA
660
Toth Financial Advisory
Virginia
$6.82M -$101K -374 -1%
CSP
661
Cary Street Partners
Virginia
$6.8M -$89.8K -332 -1%
SW
662
SVB Wealth
Massachusetts
$6.79M -$2.5M -9,232 -25%
LFIA
663
Legacy Financial Independent Advisors
Kentucky
$6.78M +$7.57M +27,961 New
MGIA
664
Moneta Group Investment Advisors
Missouri
$6.77M +$21.4K +79 +0.3%
FCA
665
FLC Capital Advisors
California
$6.75M -$54.1K -200 -0.7%
MP
666
McDonald Partners
Ohio
$6.74M +$3.89M +14,373 +107%
CPCPP
667
Canada Post Corporation Pension Plan
Canada
$6.72M -$1.17M -4,336 -14%
GSEP
668
Golden State Equity Partners
California
$6.7M +$3.56M +13,150 +91%
DAS
669
Dynamic Advisor Solutions
Arizona
$6.6M +$202K +745 +3%
HKIM
670
Hayek Kallen Investment Management
Alabama
$6.6M +$7.36M +27,219 New
SYBT
671
Stock Yards Bank & Trust
Kentucky
$6.57M +$160K +590 +2%
IWA
672
IBEX Wealth Advisors
New Jersey
$6.55M -$4.15M -15,347 -36%
VFM
673
Viking Fund Management
North Dakota
$6.54M +$812K +3,000 +13%
PS
674
Principal Securities
Iowa
$6.54M +$409K +1,511 +6%
NDSIB
675
North Dakota State Investment Board
North Dakota
$6.53M -$1.34M -4,949 -16%
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