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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1026
Cornerstone Wealth Management
Missouri
$1.23M -$36K -274 -3%
KPW
1027
Kore Private Wealth
New York
$1.23M -$66.5K -507 -5%
BHA
1028
Beech Hill Advisors
New York
$1.23M – – –
PWM
1029
Perigon Wealth Management
California
$1.23M +$35.6K +271 +3%
LF
1030
Lantz Financial
Illinois
$1.23M – – –
CWM
1031
Congress Wealth Management
Massachusetts
$1.22M +$19.7K +150 +1%
FFS
1032
Founders Financial Securities
Maryland
$1.22M +$101K +767 +8%
BCP
1033
Blue Chip Partners
Michigan
$1.22M +$4.86K +37 +0.4%
WI
1034
Wahed Invest
New York
$1.22M +$93.4K +712 +7%
OFG
1035
OmniStar Financial Group
North Carolina
$1.22M +$205K +1,564 +18%
NB
1036
Northwest Bancshares
Pennsylvania
$1.22M -$189K -1,440 -12%
MFG
1037
MidWestOne Financial Group
Iowa
$1.22M – – –
WC
1038
Westhampton Capital
North Carolina
$1.22M +$400K +3,050 +42%
TFM
1039
TFC Financial Management
Massachusetts
$1.22M – – –
AFG
1040
Alterity Financial Group
Maine
$1.21M -$210K -1,600 -14%
FWM
1041
Focused Wealth Management
New York
$1.21M +$2.1K +16 +0.2%
KLCM
1042
KG&L Capital Management
Louisiana
$1.21M +$376K +2,867 +39%
UFF
1043
USA Financial Formulas
Michigan
$1.21M +$1.34M +10,193 +101,930%
WAP
1044
Wealthcare Advisory Partners
Pennsylvania
$1.21M +$177K +1,346 +15%
MWM
1045
Mission Wealth Management
California
$1.21M -$265K -2,018 -17%
FMLI
1046
Fukoku Mutual Life Insurance
Japan
$1.21M – – –
RWM
1047
RKL Wealth Management
Pennsylvania
$1.2M +$46.5K +354 +4%
VRS
1048
Virginia Retirement Systems
Virginia
$1.2M +$1.33M +10,100 New
CCT
1049
Capital City Trust
Florida
$1.2M +$4.07K +31 +0.3%
PTC
1050
Private Trust Company
Ohio
$1.19M +$106K +804 +9%
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