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IBM
IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
DT
1026
Diversified Trust
Tennessee
$1.09M +$687K +5,287 +165%
BWP
1027
Baldwin Wealth Partners
Massachusetts
$1.08M +$6.11K +47 +0.6%
TC
1028
Truvestments Capital
Florida
$1.08M +$46.8K +360 +4%
FG
1029
Fiduciary Group
Georgia
$1.08M +$4.68K +36 +0.4%
PWSG
1030
Pacific Wealth Strategies Group
California
$1.08M +$256K +1,969 +30%
DTL
1031
Dynamic Technology Lab
Singapore
$1.08M +$1.1M +8,437 New
RMCM
1032
Reynders McVeigh Capital Management
Massachusetts
$1.08M -$272K -2,092 -20%
CSUI
1033
Cincinnati Specialty Underwriters Insurance
Ohio
$1.07M – – –
SACTSONJ
1034
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.07M – – –
FDCC
1035
Foster Dykema Cabot & Co
Massachusetts
$1.07M -$47.6K -366 -4%
1WA
1036
180 Wealth Advisors
Washington
$1.07M +$147K +1,132 +16%
YWP
1037
YorkBridge Wealth Partners
New York
$1.06M -$3.12K -24 -0.3%
SC
1038
SouthState Corp
Florida
$1.06M +$310K +2,389 +41%
BAM
1039
Belpointe Asset Management
Nevada
$1.06M +$244K +1,879 +30%
HB
1040
Horizon Bancorp
Indiana
$1.06M +$1.07M +8,252 New
WDA
1041
Wendell David Associates
New Hampshire
$1.06M -$184K -1,413 -15%
NFG
1042
Nations Financial Group
Iowa
$1.05M +$50K +385 +5%
PL
1043
Perpetual Ltd
Australia
$1.05M – – –
NSAM
1044
North Star Asset Management
Wisconsin
$1.05M -$3.38K -26 -0.3%
MC
1045
Martin & Co
Tennessee
$1.05M +$27.2K +209 +3%
RSC
1046
Red Spruce Capital
Pennsylvania
$1.05M +$1.06M +8,159 New
CIA
1047
Choate Investment Advisors
Massachusetts
$1.04M -$10.3K -79 -1%
MCM
1048
Manchester Capital Management
Vermont
$1.04M +$81.6K +628 +8%
HS
1049
Haafor (Singapore)
Singapore
$1.04M +$1.05M +8,094 New
BMC
1050
Beaton Management Company
Massachusetts
$1.03M – – –
40 41
42
43 44