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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
KPW
926
Kore Private Wealth
New York
$1.4M -$12.1K -90 -0.9%
RMDI
927
R.M. Davis Inc
Maine
$1.39M -$22K -163 -2%
BAM
928
Berkshire Asset Management
Pennsylvania
$1.39M -$105K -782 -7%
BFA
929
Beaumont Financial Advisors
Massachusetts
$1.38M -$27.8K -206 -2%
LOAME
930
Lombard Odier Asset Management (Europe)
United Kingdom
$1.38M – – –
NERM
931
New England Research & Management
Illinois
$1.37M -$7.15K -53 -0.5%
BBNA
932
Bremer Bank National Association
Minnesota
$1.37M -$61.1K -453 -4%
MWM
933
Modera Wealth Management
New Jersey
$1.37M +$22.7K +168 +2%
SFG
934
Summit Financial Group
West Virginia
$1.37M -$171K -1,270 -11%
BIA
935
Bigelow Investment Advisors
Maine
$1.37M -$49.6K -368 -4%
B
936
Bailard
California
$1.37M -$15.9K -118 -1%
BCP
937
Blackhawk Capital Partners
Wisconsin
$1.37M +$53.4K +396 +4%
PCS
938
Personal CFO Solutions
New Jersey
$1.36M +$1.31M +9,735 New
JWA
939
JFS Wealth Advisors
Pennsylvania
$1.35M +$148K +1,099 +13%
CIM
940
CIM Investment Management
Pennsylvania
$1.35M -$138K -1,024 -10%
HH
941
Hilltop Holdings
Texas
$1.34M +$205K +1,518 +19%
CNC
942
Citizens & Northern Corp
Pennsylvania
$1.34M -$12.5K -93 -1%
BRWM
943
B. Riley Wealth Management
Tennessee
$1.34M +$36.7K +272 +3%
WDA
944
Wendell David Associates
New Hampshire
$1.34M +$10.4K +77 +0.8%
PWMAG
945
Pinnacle Wealth Management Advisory Group
New Jersey
$1.34M +$59.4K +440 +5%
FAIM
946
Financial Advocates Investment Management
Washington
$1.34M -$140K -1,037 -10%
BHBT
947
Burke & Herbert Bank & Trust
Virginia
$1.33M -$2.83K -21 -0.2%
HCMNY
948
Howard Capital Management (New York)
New York
$1.33M – – –
EWA
949
EP Wealth Advisors
California
$1.33M +$91.3K +677 +8%
NFG
950
Next Financial Group
Texas
$1.33M +$24.3K +180 +2%
36 37
38
39 40