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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
951
SevenBridge Financial Group
Pennsylvania
$3.94M -$550K -2,102 -14%
RCAG
952
Rehmann Capital Advisory Group
Michigan
$3.93M -$96.3K -368 -3%
IB
953
Intrust Bank
Kansas
$3.92M -$20.2K -77 -0.6%
JAG
954
Journey Advisory Group
Kentucky
$3.92M +$1.02M +3,898 +39%
MA
955
MONECO Advisors
Connecticut
$3.9M +$90.3K +345 +3%
LWM
956
Lakeridge Wealth Management
Ohio
$3.89M -$49.5K -189 -1%
WPC
957
Wedmont Private Capital
Pennsylvania
$3.89M +$45.3K +173 +1%
ECM
958
Evergreen Capital Management
Washington
$3.89M +$308K +1,177 +9%
CAC
959
Core Alternative Capital
Georgia
$3.89M -$177K -675 -5%
GLF
960
Groupe la Francaise
France
$3.89M +$1.47M +5,634 +67%
AC
961
Arjuna Capital
North Carolina
$3.88M +$861K +3,290 +31%
LWCFA
962
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3.87M – – –
CAM
963
Cacti Asset Management
Georgia
$3.87M -$209K -800 -6%
CWP
964
Cyndeo Wealth Partners
Florida
$3.86M -$73.8K -282 -2%
CIA
965
Choate Investment Advisors
Massachusetts
$3.86M +$418K +1,598 +13%
RWM
966
RKL Wealth Management
Pennsylvania
$3.85M -$99.7K -381 -3%
OC
967
Oarsman Capital
Wisconsin
$3.84M +$83.2K +318 +2%
EM
968
Excalibur Management
Massachusetts
$3.84M +$2.62K +10 +0.1%
SCM
969
Sterneck Capital Management
Missouri
$3.83M +$147K +560 +4%
WE
970
Wealth Effects
Massachusetts
$3.82M +$226K +865 +7%
LF
971
Lantz Financial
Illinois
$3.82M +$589K +2,250 +20%
FAM
972
Formidable Asset Management
Ohio
$3.81M -$5.5K -21 -0.2%
CAL
973
Capital Analysts LLC
Pennsylvania
$3.8M -$155K -591 -4%
4WM
974
44 Wealth Management
Oregon
$3.79M +$2.09M +8,001 +147%
B
975
Bailard
California
$3.78M +$360K +1,377 +11%
37 38
39
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