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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
951
Hilltop Wealth Advisors
North Carolina
$2.47M +$2.36M +12,913 New
CFG
952
Citizens Financial Group
Rhode Island
$2.46M -$775K -4,248 -25%
GAM
953
Griffin Asset Management
New York
$2.46M +$302K +1,654 +15%
KF
954
KKM Financial
Illinois
$2.45M +$130K +711 +6%
VT
955
Vise Technologies
New York
$2.44M -$211K -1,157 -8%
CW
956
CIC Wealth
Maryland
$2.44M +$281K +1,539 +14%
BMWM
957
Brown Miller Wealth Management
Virginia
$2.44M +$86.7K +475 +4%
EL
958
Essex LLC
Illinois
$2.42M -$33.8K -185 -1%
VFA
959
Valeo Financial Advisors
Indiana
$2.42M -$269K -1,475 -10%
LIM
960
Leavell Investment Management
Alabama
$2.42M +$41.2K +226 +2%
FWM
961
Forza Wealth Management
Florida
$2.42M -$9.12K -50 -0.4%
LWAM
962
Legacy Wealth Asset Management
Minnesota
$2.41M -$67.1K -368 -3%
PCMF
963
Private Capital Management (Florida)
Florida
$2.4M -$39K -214 -2%
ORG
964
Optimist Retirement Group
Washington
$2.4M -$193K -1,060 -8%
BTI
965
Blue Trust Inc
Georgia
$2.4M -$295K -1,615 -11%
CCWM
966
Cassaday & Co Wealth Management
Virginia
$2.4M +$118K +646 +5%
HI
967
Hudock Inc
Pennsylvania
$2.4M -$56.6K -310 -2%
PTC
968
Private Trust Company
Ohio
$2.4M +$91.6K +502 +4%
AMIM
969
Aull & Monroe Investment Management
Alabama
$2.38M – – –
IB
970
Intrust Bank
Kansas
$2.38M -$8.57K -47 -0.4%
SNBOSCI
971
Security National Bank of Sioux City Iowa
Iowa
$2.38M -$109K -598 -5%
PWMAG
972
Pinnacle Wealth Management Advisory Group
New Jersey
$2.38M +$69.9K +383 +3%
PWG
973
Portside Wealth Group
Utah
$2.37M -$589K -3,226 -21%
CC
974
Cypress Capital
Tennessee
$2.36M -$514K -2,816 -19%
CAG
975
Csenge Advisory Group
Florida
$2.35M +$77.2K +423 +4%
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