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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
PVI
801
Pine Valley Investments
New Jersey
$5.96M -$46.7K -156 -0.8%
VSQM
802
V-Square Quantitative Management
Illinois
$5.94M -$650K -2,170 -10%
MWM
803
Mission Wealth Management
California
$5.91M +$327K +1,092 +6%
MAM
804
Mystic Asset Management
Rhode Island
$5.9M -$55.1K -184 -0.9%
BBA
805
BLB&B Advisors
Pennsylvania
$5.9M -$112K -375 -2%
GAA
806
Green Alpha Advisors
Colorado
$5.87M +$27.3K +91 +0.5%
CT
807
Caldwell Trust
Florida
$5.86M +$410K +1,368 +7%
HSA
808
HBK Sorce Advisory
Pennsylvania
$5.85M +$168K +560 +3%
CE
809
Cornerstone Enterprises
Wisconsin
$5.85M +$198K +660 +3%
GT
810
Greenleaf Trust
Michigan
$5.83M +$143K +478 +2%
MCM
811
Mengis Capital Management
Oregon
$5.83M +$1.5M +5,000 +34%
CAM
812
Carret Asset Management
New York
$5.83M +$140K +466 +2%
JIC
813
Joel Isaacson & Co
New York
$5.82M +$139K +465 +2%
MWM
814
Modern Wealth Management
Kansas
$5.81M +$176K +586 +3%
CIA
815
Choate Investment Advisors
Massachusetts
$5.8M +$1.76M +5,890 +43%
MWM
816
Moran Wealth Management
Florida
$5.79M -$123K -412 -2%
CCG
817
Cypress Capital Group
Florida
$5.76M +$622K +2,077 +12%
ACM
818
Alpha Capital Management
Texas
$5.73M +$111K +372 +2%
WP
819
Westmount Partners
California
$5.71M +$9.58K +32 +0.2%
HA
820
Herold Advisors
New York
$5.71M -$233K -777 -4%
ST
821
Smithfield Trust
Pennsylvania
$5.71M +$198K +661 +4%
OCA
822
OpenArc Corporate Advisory
Georgia
$5.69M +$5.76M +19,224 New
JSW
823
Journey Strategic Wealth
New Jersey
$5.68M +$200K +668 +4%
CRIG
824
Charter Research & Investment Group
Connecticut
$5.68M -$67.4K -225 -1%
ECM
825
EagleClaw Capital Management
Massachusetts
$5.67M -$70.4K -235 -1%
31 32
33
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