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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
1001
Anchor Investment Management
South Carolina
$1.2M -$75.8K -544 -6%
SC
1002
SouthState Corp
Florida
$1.2M -$372K -2,670 -24%
PV
1003
Private Vista
Illinois
$1.19M +$230K +1,653 +24%
BC
1004
Brinker Capital
Pennsylvania
$1.19M +$1.2M +8,589 New
ATC
1005
Adirondack Trust Company
New York
$1.19M +$11.7K +84 +1%
GRQ
1006
Gardner Russo & Quinn
Pennsylvania
$1.19M -$109K -785 -8%
CT
1007
Chicago Trust
Illinois
$1.18M +$44.9K +322 +4%
CCA
1008
Cobblestone Capital Advisors
New York
$1.18M +$107K +765 +10%
FCMC
1009
Founders Capital Management (Connecticut)
Connecticut
$1.18M -$4.29M -30,829 -78%
NWP
1010
Northstar Wealth Partners
Connecticut
$1.18M -$269K -1,931 -19%
SL
1011
Summitry LLC
California
$1.18M +$148K +1,061 +14%
FIM
1012
Frontier Investment Management
Texas
$1.18M +$374K +2,685 +46%
PWM
1013
Perigon Wealth Management
California
$1.17M -$1.17M -8,434 -50%
SFG
1014
SNS Financial Group
Minnesota
$1.17M -$10.7K -77 -0.9%
ED
1015
Exane Derivatives
France
$1.17M -$101K -726 -8%
WP
1016
WealthSource Partners
California
$1.17M -$66.3K -476 -5%
TMAM
1017
Tokio Marine Asset Management
Japan
$1.17M -$373K -2,679 -24%
CCM
1018
Crossvault Capital Management
Texas
$1.17M -$3.28M -23,551 -74%
CG
1019
Colony Group
Massachusetts
$1.16M -$23.8K -171 -2%
AAIM
1020
American Assets Investment Management
California
$1.16M – – –
CSUI
1021
Cincinnati Specialty Underwriters Insurance
Ohio
$1.16M – – –
HWP
1022
Hefty Wealth Partners
Indiana
$1.16M +$453K +3,252 +64%
GSBTD
1023
Glenview State Bank Trust Department
Illinois
$1.15M – – –
CCM
1024
Compton Capital Management
Rhode Island
$1.14M -$58.4K -419 -5%
SCM
1025
SOL Capital Management
Maryland
$1.14M +$36.5K +262 +3%
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