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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
BCA
1001
Bay Colony Advisors
Massachusetts
$2.21M +$27.2K +149 +1%
SG
1002
StoneX Group
New York
$2.21M +$126K +690 +6%
CSPAM
1003
Cary Street Partners Asset Management
Virginia
$2.21M -$192K -1,051 -8%
DJSG
1004
D.J. St. Germain
Massachusetts
$2.2M -$89K -488 -4%
TPI
1005
Trust Point Inc
Wisconsin
$2.2M -$480K -2,629 -19%
SEEDPG
1006
S.E.E.D. Planning Group
New York
$2.2M +$1.12M +6,127 +114%
MA
1007
MONECO Advisors
Connecticut
$2.2M +$639K +3,505 +44%
IAIM
1008
International Assets Investment Management
Florida
$2.19M -$851K -4,665 -29%
LWCFA
1009
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.19M -$5.29K -29 -0.2%
KFP
1010
Keystone Financial Planning
Ohio
$2.19M -$7.1M -38,905 -77%
CWAF
1011
Core Wealth Advisors (Florida)
Florida
$2.18M +$2.09M +11,434 New
CFSG
1012
Clark Financial Services Group
Missouri
$2.17M +$105K +574 +5%
LCM
1013
LVM Capital Management
Michigan
$2.16M +$24.6K +135 +1%
MAM
1014
Milestone Asset Management
Pennsylvania
$2.16M +$2.06M +11,314 New
FWM
1015
Focused Wealth Management
New York
$2.16M +$16.1K +88 +0.8%
MGWM
1016
Marks Group Wealth Management
Minnesota
$2.16M +$444K +2,432 +27%
QI
1017
Qtron Investments
Massachusetts
$2.15M – – –
EFM
1018
E Fund Management
China
$2.15M +$661K +3,625 +47%
MAS
1019
Meeder Advisory Services
Ohio
$2.14M +$159K +870 +8%
GC
1020
Gratus Capital
Georgia
$2.13M +$692K +3,795 +52%
DWT
1021
Dorsey & Whitney Trust
South Dakota
$2.13M +$23.2K +127 +1%
PCA
1022
Prosperity Capital Advisors
Ohio
$2.12M +$923K +5,059 +84%
AFG
1023
Allegheny Financial Group
Pennsylvania
$2.12M -$170K -934 -8%
ZIG
1024
Zurich Insurance Group
Switzerland
$2.12M +$2.02M +11,100 New
NHC
1025
Nicholas Hoffman & Company
Georgia
$2.12M -$195K -1,070 -9%
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