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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
PBC
1026
Pavion Blue Capital
California
$913K +$82.8K +655 +8%
IWA
1027
Intercontinental Wealth Advisors
Texas
$913K +$566K +4,474 +108%
CFGS
1028
Concourse Financial Group Securities
Alabama
$910K +$78.7K +622 +8%
ECM
1029
ETrade Capital Management
Virginia
$909K +$330K +2,607 +44%
FDCC
1030
Foster Dykema Cabot & Co
Massachusetts
$905K +$21.6K +171 +2%
LSPW
1031
Lake Street Private Wealth
Illinois
$904K +$880K +6,956 +444%
PCS
1032
Personal CFO Solutions
New Jersey
$901K -$195K -1,545 -15%
WC
1033
Woodstock Corp
Massachusetts
$898K +$185K +1,464 +21%
TCOT
1034
Trust Company of Toledo
Ohio
$897K +$373K +2,950 +54%
BO
1035
BRR OpCo
Ohio
$896K +$176K +1,389 +20%
BMC
1036
Beaton Management Company
Massachusetts
$889K +$39.6K +313 +4%
CSUI
1037
Cincinnati Specialty Underwriters Insurance
Ohio
$887K – – –
SACTSONJ
1038
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$887K – – –
FSA
1039
Franklin Street Advisors
North Carolina
$885K -$50.3K -398 -5%
GT
1040
Greenleaf Trust
Michigan
$883K -$24.4K -193 -2%
SCM
1041
Seascape Capital Management
New Hampshire
$882K +$1.05M +8,320 New
LOAME
1042
Lombard Odier Asset Management (Europe)
United Kingdom
$881K -$204K -1,612 -16%
FMWA
1043
Forvis Mazars Wealth Advisors
Missouri
$880K +$182K +1,438 +21%
FWP
1044
FAS Wealth Partners
Kansas
$879K +$662K +5,237 +172%
WLPWM
1045
Walled Lake Planning & Wealth Management
Illinois
$878K -$82.1K -649 -7%
DT
1046
Diversified Trust
Tennessee
$878K -$26.8K -212 -2%
BRC
1047
Bell Rock Capital
Delaware
$874K +$229K +1,814 +28%
MC
1048
Martin & Co
Tennessee
$872K +$3.54K +28 +0.3%
TA
1049
TCG Advisors
Texas
$872K +$761K +6,019 +273%
RMCM
1050
Reynders McVeigh Capital Management
Massachusetts
$868K -$31.4K -248 -3%
40 41
42
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