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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
VFA
751
Valeo Financial Advisors
Indiana
$2.22M +$454K +3,480 +26%
BAM
752
Belpointe Asset Management
Nevada
$2.22M +$288K +2,211 +15%
SCM
753
Sterneck Capital Management
Missouri
$2.22M +$18.3K +140 +0.8%
ABC
754
Associated Banc-Corp
Wisconsin
$2.21M -$20.9K -160 -0.9%
SFA
755
Sequoia Financial Advisors
Ohio
$2.21M +$180K +1,382 +9%
MCM
756
McMillion Capital Management
North Carolina
$2.21M -$184K -1,413 -8%
OA
757
Oxbow Advisors
Texas
$2.2M – – –
RIA
758
Regal Investment Advisors
Michigan
$2.2M +$255K +1,952 +13%
LOAME
759
Lombard Odier Asset Management (Europe)
United Kingdom
$2.2M +$307K +2,357 +16%
SCI
760
S&CO Inc
Massachusetts
$2.19M +$132K +1,009 +6%
TC
761
Truvestments Capital
Florida
$2.19M +$144K +1,104 +7%
CBN
762
Cadence Bank NA
Texas
$2.19M +$49.2K +377 +2%
CIA
763
Cladis Investment Advisory
Montana
$2.19M +$633K +4,850 +40%
CAM
764
Cacti Asset Management
Georgia
$2.19M – – –
GIA
765
Gladstone Institutional Advisory
Florida
$2.19M -$2.74K -21 -0.1%
EF
766
Exeter Financial
Arizona
$2.18M +$433K +3,324 +25%
PG
767
Pendal Group
Australia
$2.16M -$290K -2,221 -12%
CW
768
Connectus Wealth
Ohio
$2.16M -$462K -3,541 -18%
CT
769
Caldwell Trust
Florida
$2.16M -$141K -1,078 -6%
CCG
770
Cypress Capital Group
Florida
$2.16M -$171K -1,310 -7%
NLP
771
Next Level Private
New York
$2.15M +$458K +3,515 +27%
EP
772
Eudaimonia Partners
Tennessee
$2.15M +$2.16M +16,542 New
IA
773
IndexIQ Advisors
New York
$2.15M -$2.75M -21,091 -56%
CAM
774
Claret Asset Management
Quebec, Canada
$2.14M -$15.3K -117 -0.7%
CAMG
775
CWA Asset Management Group
Florida
$2.14M +$176K +1,346 +9%
29 30
31
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