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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
4WM
926
44 Wealth Management
Oregon
$1.56M +$525K +3,840 +52%
TFM
927
TFC Financial Management
Massachusetts
$1.56M -$5.47K -40 -0.4%
DWM
928
Doyle Wealth Management
Florida
$1.56M +$105K +767 +7%
DSC
929
Duncker Streett & Co
Missouri
$1.56M -$88.3K -646 -5%
M
930
Mirova
France
$1.55M -$793K -5,802 -34%
CC
931
Cypress Capital
Tennessee
$1.55M +$199K +1,452 +15%
EF
932
Empirical Finance
Pennsylvania
$1.55M +$220K +1,610 +17%
LIM
933
Longfellow Investment Management
Massachusetts
$1.55M -$924K -6,754 -38%
AIA
934
Affinity Investment Advisors
California
$1.55M -$131K -960 -8%
DMBA
935
Deseret Mutual Benefit Administrators
Utah
$1.54M +$1.51M +11,026 New
MMA
936
Miracle Mile Advisors
California
$1.54M -$541K -3,959 -26%
RBC
937
Roble Belko & Company
Pennsylvania
$1.54M -$5.2K -38 -0.3%
BFA
938
Beaumont Financial Advisors
Massachusetts
$1.54M +$535K +3,911 +55%
CFA
939
Cahill Financial Advisors
Minnesota
$1.53M -$6.84K -50 -0.5%
VFPI
940
Vantage Financial Partners (Illinois)
Illinois
$1.52M – – –
HIIFS
941
Harel Insurance Investments & Financial Services
Israel
$1.52M +$32.5K +238 +8%
HFM
942
Hartford Financial Management
Connecticut
$1.52M +$273 +2 +0%
GWM
943
Gitterman Wealth Management
New Jersey
$1.52M -$51.8K -379 -3%
GIM
944
Guardian Investment Management
California
$1.52M +$53.3K +390 +4%
FWM
945
Focused Wealth Management
New York
$1.52M +$241K +1,763 +19%
RHBC
946
R.H. Bluestein & Co
Michigan
$1.52M -$48.1K -352 -3%
CCP
947
Clarkston Capital Partners
Michigan
$1.52M +$2.87K +21 +0.2%
BCP
948
Blue Chip Partners
Michigan
$1.51M +$684 +5 +0%
CCP
949
Corient Capital Partners
California
$1.5M +$206K +1,504 +16%
LAM
950
L2 Asset Management
Massachusetts
$1.5M +$101K +738 +7%
36 37
38
39 40