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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
KWA
926
Kingswood Wealth Advisors
California
$2.16M +$932K +6,166 +87%
RRA
927
Round Rock Advisors
Connecticut
$2.16M +$21.3K +141 +1%
LDB
928
Lee, Danner & Bass
Tennessee
$2.16M +$15.3K +101 +0.8%
FCMA
929
Foresight Capital Management Advisors
Michigan
$2.15M +$1.99M +13,160 New
RSWM
930
Robertson Stephens Wealth Management
California
$2.15M +$98.4K +651 +5%
TFM
931
TFC Financial Management
Massachusetts
$2.14M +$62K +410 +3%
SNBOSCI
932
Security National Bank of Sioux City Iowa
Iowa
$2.14M -$28.4K -188 -1%
DMBA
933
Deseret Mutual Benefit Administrators
Utah
$2.13M -$986K -6,523 -33%
BP
934
Ballentine Partners
Massachusetts
$2.12M +$24.2K +160 +1%
LWAM
935
Legacy Wealth Asset Management
Minnesota
$2.12M -$44.4K -294 -2%
CFG
936
Cooper Financial Group
California
$2.11M +$119K +787 +6%
EL
937
Essex LLC
Illinois
$2.11M +$194K +1,281 +11%
OTPPB
938
Ontario Teachers' Pension Plan Board
Ontario, Canada
$2.11M +$173K +1,147 +10%
HI
939
Hudock Inc
Pennsylvania
$2.1M -$22.7K -150 -1%
CA
940
Commerzbank Aktiengesellschaft
Germany
$2.1M +$767K +5,075 +65%
LHC
941
Little House Capital
Massachusetts
$2.1M -$40.3K -267 -2%
BL
942
Balentine LLC
Georgia
$2.09M -$368K -2,436 -16%
PCMF
943
Private Capital Management (Florida)
Florida
$2.09M +$31.1K +206 +2%
HCM
944
Hodges Capital Management
Texas
$2.09M +$985K +6,517 +104%
FWM
945
Forza Wealth Management
Florida
$2.08M -$29.5K -195 -2%
WT
946
Washington Trust
Rhode Island
$2.08M +$6.5K +43 +0.3%
CSPAM
947
Cary Street Partners Asset Management
Virginia
$2.06M -$104K -685 -5%
CA
948
Carson Advisory
Georgia
$2.06M -$93.7K -620 -5%
SCM
949
Silvant Capital Management
Georgia
$2.05M -$5.29K -35 -0.3%
IB
950
Intrust Bank
Kansas
$2.05M +$22.4K +148 +1%
36 37
38
39 40