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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
CTFG
901
Capstone Triton Financial Group
Oklahoma
$1.46M +$35.5K +297 +3%
KWM
902
Kanen Wealth Management
Florida
$1.46M +$1.37M +11,470 New
SNBOSD
903
Security National Bank of So Dak
Iowa
$1.45M +$155K +1,297 +13%
ED
904
Exane Derivatives
France
$1.45M -$127K -1,062 -9%
WDC
905
Woodward Diversified Capital
California
$1.45M -$179K -1,498 -12%
BFIM
906
Beese Fulmer Investment Management
Ohio
$1.44M -$59.2K -495 -4%
IF
907
Ironwood Financial
Arizona
$1.44M +$26.7K +223 +2%
HSA
908
Hussman Strategic Advisors
Maryland
$1.44M +$75.2K +628 +6%
CCG
909
Ceeto Capital Group
Florida
$1.44M +$13.8K +115 +1%
PCM
910
Penserra Capital Management
California
$1.44M +$355K +2,968 +36%
NERM
911
New England Research & Management
Illinois
$1.43M -$2.15K -18 -0.2%
HW
912
Hancock Whitney
Mississippi
$1.43M -$408K -3,406 -23%
GWM
913
Gitterman Wealth Management
New Jersey
$1.43M +$1.34M +11,233 New
SC
914
Schulhoff & Co
Ohio
$1.43M – – –
TFM
915
TFC Financial Management
Massachusetts
$1.43M -$163K -1,366 -11%
RHBC
916
R.H. Bluestein & Co
Michigan
$1.43M -$86.4K -722 -6%
QIM
917
Quest Investment Management
Oregon
$1.42M – – –
EH
918
Equitable Holdings
New York
$1.42M +$248K +2,075 +23%
MWPCG
919
Measured Wealth Private Client Group
New Hampshire
$1.42M +$198K +1,658 +17%
CCT
920
Capital City Trust
Florida
$1.42M +$105K +881 +9%
IFG
921
Independent Financial Group
California
$1.42M -$53.3K -445 -4%
RBC
922
Roble Belko & Company
Pennsylvania
$1.4M +$15.8K +132 +1%
CFA
923
Cahill Financial Advisors
Minnesota
$1.4M +$115K +961 +10%
MWM
924
Modera Wealth Management
New Jersey
$1.4M -$160K -1,334 -11%
LWAM
925
Legacy Wealth Asset Management
Minnesota
$1.4M +$19.9K +166 +2%
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