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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
PVI
776
Pine Valley Investments
New Jersey
$5.72M +$176K +672 +3%
FPF
777
First Pacific Financial
Washington
$5.7M +$1.1M +4,211 +26%
MAM
778
Mystic Asset Management
Rhode Island
$5.68M +$50.5K +193 +1%
GC
779
Grimes & Company
Massachusetts
$5.67M +$1.05M +4,005 +25%
VA
780
VestGen Advisors
Illinois
$5.67M +$524K +2,003 +11%
CG
781
Caprock Group
Idaho
$5.66M +$6.04M +23,073 New
HA
782
Herold Advisors
New York
$5.66M -$229K -875 -4%
QCG
783
Quadrant Capital Group
Ohio
$5.66M +$74.6K +285 +1%
CC
784
Chicago Capital
Illinois
$5.66M +$1.58M +6,027 +43%
ZF
785
Zhang Financial
Michigan
$5.65M +$245K +935 +5%
KF
786
KKM Financial
Illinois
$5.64M +$798K +3,048 +18%
SFWA
787
Summit Financial Wealth Advisors
Louisiana
$5.64M -$1.31K -5 -0%
MWM
788
Moran Wealth Management
Florida
$5.63M -$165K -631 -3%
CIAS
789
Capital Investment Advisory Services
North Carolina
$5.63M +$105K +401 +2%
MPWT
790
MassMutual Private Wealth & Trust
Connecticut
$5.6M +$2.83M +10,807 +119%
GAA
791
Green Alpha Advisors
Colorado
$5.57M -$638K -2,437 -11%
LNWWM
792
Laird Norton Wetherby Wealth Management
California
$5.57M +$314K +1,199 +6%
AUB
793
Atlantic Union Bankshares
Virginia
$5.55M +$318K +1,213 +7%
AG
794
Ascent Group
Virginia
$5.55M +$1.12M +4,297 +28%
CAIM
795
Catherine Avery Investment Management
Florida
$5.52M +$897K +3,427 +21%
WP
796
Westmount Partners
California
$5.52M +$17.3K +66 +0.3%
SFCL
797
Strengthening Families & Communities LLC
Massachusetts
$5.5M +$4.79M +18,281 +1,191%
AAB
798
ABN AMRO Bank
Netherlands
$5.48M +$5.12M +19,578 New
CRIG
799
Charter Research & Investment Group
Connecticut
$5.47M -$52.4K -200 -1%
RWMG
800
Redwood Wealth Management Group
New Jersey
$5.47M +$99.7K +381 +2%
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