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IBM
IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
FTDI
751
First Trust Direct Indexing
Massachusetts
$2.65M -$14.8K -104 -0.5%
PWM
752
Perigon Wealth Management
California
$2.62M +$124K +873 +5%
AW
753
Atlas Wealth
Ohio
$2.62M -$39.1K -275 -1%
LSA
754
Leonteq Securities AG
Switzerland
$2.62M -$772K -5,429 -23%
ECG
755
Edge Capital Group
Georgia
$2.62M -$590K -4,147 -18%
NEWAS
756
N.E.W. Advisory Services
Wisconsin
$2.62M +$42.3K +297 +2%
NAM
757
NTV Asset Management
West Virginia
$2.62M -$28.5K -200 -1%
MWM
758
Mission Wealth Management
California
$2.61M +$1.15M +8,061 +77%
WSCM
759
Wellington Shields Capital Management
New York
$2.6M +$640K +4,500 +32%
BCM
760
Brookstone Capital Management
Illinois
$2.6M -$14.3M -100,213 -84%
JWCA
761
J.W. Coons Advisors
Ohio
$2.58M -$255K -1,792 -9%
LNWWM
762
Laird Norton Wetherby Wealth Management
California
$2.57M +$77.8K +547 +3%
SVWAG
763
Sound View Wealth Advisors Group
Georgia
$2.57M +$116K +812 +5%
SIA
764
SeaBridge Investment Advisors
New Jersey
$2.56M -$15.4K -108 -0.6%
CA
765
CoreCap Advisors
Michigan
$2.55M -$33.3K -234 -1%
NRS
766
Neville Rodie & Shaw
New York
$2.54M -$83.2K -585 -3%
MA
767
Montag & Associates
Georgia
$2.54M -$389K -2,736 -13%
CAM
768
Cacti Asset Management
Georgia
$2.54M – – –
HSA
769
HBK Sorce Advisory
Pennsylvania
$2.52M +$273K +1,918 +12%
CIA
770
Citadel Investment Advisory
Ohio
$2.51M -$7.11K -50 -0.3%
ECM
771
EagleClaw Capital Management
Massachusetts
$2.5M -$10.7K -75 -0.4%
ST
772
Spinnaker Trust
Maine
$2.5M +$384K +2,696 +18%
IFG
773
Independent Financial Group
California
$2.5M +$963K +6,769 +61%
JHCP
774
Jackson Hole Capital Partners
Oklahoma
$2.49M -$486K -3,418 -16%
CAC
775
Core Alternative Capital
Georgia
$2.49M – – –
29 30
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