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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
MM
1026
Meridian Management
Arkansas
$1.27M +$7.11K +52 +0.6%
B
1027
Bailard
California
$1.27M +$42.5K +311 +4%
CC
1028
Chicago Capital
Illinois
$1.27M +$86.6K +633 +8%
BHBT
1029
Burke & Herbert Bank & Trust
Virginia
$1.26M +$9.57K +70 +0.8%
TA
1030
TruWealth Advisors
Louisiana
$1.26M +$98.7K +722 +9%
FHA
1031
Flagship Harbor Advisors
Massachusetts
$1.26M -$77.3K -565 -6%
PBC
1032
Pavion Blue Capital
California
$1.26M -$3.15K -23 -0.3%
NPA
1033
Nichols & Pratt Advisers
Massachusetts
$1.25M – – –
SB
1034
Sunflower Bank
Texas
$1.25M -$24.5K -179 -2%
LGA
1035
Lebenthal Global Advisors
New York
$1.25M +$730K +5,339 +150%
KLCM
1036
KG&L Capital Management
Louisiana
$1.25M -$36.1K -264 -3%
WAP
1037
Wealthcare Advisory Partners
Pennsylvania
$1.25M +$89.8K +657 +8%
SEEDPG
1038
S.E.E.D. Planning Group
New York
$1.24M +$204K +1,492 +20%
LWAM
1039
Legacy Wealth Asset Management
Minnesota
$1.24M -$287K -2,101 -19%
ECM
1040
Evergreen Capital Management
Washington
$1.24M +$49K +358 +4%
GA
1041
Greytown Advisors
Florida
$1.24M +$170K +1,245 +16%
RWM
1042
RKL Wealth Management
Pennsylvania
$1.24M +$1.21M +8,819 New
FBT
1043
First Bank & Trust
South Dakota
$1.24M +$33.6K +246 +3%
ACM
1044
Ategra Capital Management
Virginia
$1.23M +$4.1K +30 +0.3%
TCOT
1045
Trust Company of Toledo
Ohio
$1.23M +$20.9K +153 +2%
IWC
1046
Integrated Wealth Concepts
Massachusetts
$1.23M +$100K +731 +9%
BAM
1047
Brave Asset Management
New Jersey
$1.23M +$81.5K +596 +7%
MKC
1048
M. Kraus & Co
Vermont
$1.23M -$31.9K -233 -3%
SCP
1049
Syntal Capital Partners
Texas
$1.22M -$79.7K -583 -6%
FCCM
1050
First City Capital Management
Georgia
$1.22M +$21.9K +160 +2%
40 41
42
43 44