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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
LWAM
926
Legacy Wealth Asset Management
Minnesota
$1.4M +$19.9K +166 +2%
DWT
927
Dorsey & Whitney Trust
South Dakota
$1.39M +$121K +1,009 +10%
CICI
928
Capital Investment Counsel Inc
North Carolina
$1.39M +$413K +3,449 +46%
VFPI
929
Vantage Financial Partners (Illinois)
Illinois
$1.39M – – –
HI
930
HBK Investments
Texas
$1.39M -$2.17M -18,153 -63%
GAM
931
Grandview Asset Management
Pennsylvania
$1.38M -$70.3K -587 -5%
HFM
932
Hartford Financial Management
Connecticut
$1.38M -$11K -92 -0.8%
LWCFA
933
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.38M -$82.7K -691 -6%
AWE
934
Avidian Wealth Enterprises
Texas
$1.38M +$19K +159 +1%
CCP
935
Clarkston Capital Partners
Michigan
$1.38M +$163K +1,364 +14%
GAA
936
Green Alpha Advisors
Colorado
$1.38M -$137K -1,148 -10%
BCP
937
Blue Chip Partners
Michigan
$1.37M +$1.29M +10,787 New
DPIM
938
Duff & Phelps Investment Management
Illinois
$1.37M – – –
BCM
939
Breiter Capital Management
Florida
$1.37M +$69.8K +583 +6%
AT
940
Arden Trust
Delaware
$1.37M -$164K -1,372 -11%
CCC
941
Crescent Capital Consulting
Louisiana
$1.37M +$795K +6,645 +162%
MIM
942
Marco Investment Management
Georgia
$1.37M -$463K -3,870 -27%
VAS
943
Valicenti Advisory Services
New York
$1.36M +$961K +8,030 +303%
MWM
944
Mission Wealth Management
California
$1.36M +$121K +1,012 +11%
BHA
945
Beech Hill Advisors
New York
$1.36M +$228K +1,909 +22%
DE
946
Day & Ennis
Georgia
$1.35M -$3.11K -26 -0.2%
PIM
947
Penobscot Investment Management
Massachusetts
$1.35M -$12.6K -105 -1%
BAM
948
Belpointe Asset Management
Nevada
$1.35M +$310K +2,587 +32%
IEFM
949
IQ EQ Fund Management
Ireland
$1.34M -$1.18M -9,888 -48%
WAM
950
Weatherly Asset Management
California
$1.34M -$111K -925 -8%
36 37
38
39 40