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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
FPW
826
Fairvoy Private Wealth
Alabama
$3.86M +$3.91M +17,560 New
MAS
827
Meeder Advisory Services
Ohio
$3.85M +$371K +1,665 +11%
LNWWM
828
Laird Norton Wetherby Wealth Management
California
$3.82M -$156K -702 -4%
WIA
829
World Investment Advisors
California
$3.81M +$1.06M +4,740 +38%
NEWAS
830
N.E.W. Advisory Services
Wisconsin
$3.81M -$26.9K -121 -0.7%
HSA
831
HBK Sorce Advisory
Pennsylvania
$3.8M -$20.7K -93 -0.5%
KWA
832
Kingswood Wealth Advisors
California
$3.79M +$387K +1,739 +11%
MCM
833
Mengis Capital Management
Oregon
$3.78M -$813K -3,650 -18%
WFMPM
834
Woodley Farra Manion Portfolio Management
Indiana
$3.76M +$136K +611 +4%
IC
835
IEQ Capital
California
$3.76M -$5.47M -24,561 -59%
ITC
836
Inspire Trust Company
Nevada
$3.74M +$106K +475 +3%
IFG
837
Independent Financial Group
California
$3.74M +$24.1K +108 +0.6%
JIC
838
Joel Isaacson & Co
New York
$3.73M +$86.9K +390 +2%
ADL
839
Asset Dedication LLC
California
$3.73M -$1.84M -8,255 -33%
SC
840
Stolper & Co
Oklahoma
$3.73M -$4.01K -18 -0.1%
FDS
841
First Dallas Securities
Texas
$3.71M -$514K -2,309 -12%
JIP
842
Jaffetilchin Investment Partners
Florida
$3.71M +$61.5K +276 +2%
SCI
843
S&CO Inc
Massachusetts
$3.71M – – –
LWL
844
Leo Wealth LLC
Texas
$3.71M -$596K -2,674 -14%
ACA
845
Atlas Capital Advisors
Wyoming
$3.7M -$34.7K -156 -0.9%
VNIM
846
Vaughan Nelson Investment Management
Texas
$3.69M – – –
SAM
847
Shell Asset Management
Netherlands
$3.68M -$602K -2,701 -14%
BHA
848
Beech Hill Advisors
New York
$3.68M -$39K -175 -1%
SIG
849
Sky Investment Group
Connecticut
$3.67M -$5.57K -25 -0.1%
PWMAG
850
Pinnacle Wealth Management Advisory Group
New Jersey
$3.67M -$255K -1,146 -6%
32 33
34
35 36