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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1051
Catalyst Wealth Management
Georgia
$1.33M +$75.3K +563 +6%
HTC
1052
Haverford Trust Company
Pennsylvania
$1.33M -$9.9K -74 -0.7%
QPBE
1053
Quintet Private Bank (Europe)
Luxembourg
$1.33M +$1.37M +10,260 New
WC
1054
Westhampton Capital
North Carolina
$1.32M -$21.4K -160 -2%
AFG
1055
Alterity Financial Group
Maine
$1.31M -$26.8K -200 -2%
WAM
1056
Westport Asset Management
Connecticut
$1.31M – – –
FNBT
1057
FineMark National Bank & Trust
Florida
$1.31M +$44.4K +332 +3%
CFA
1058
Cahill Financial Advisors
Minnesota
$1.31M -$180K -1,342 -12%
CWM
1059
Cornerstone Wealth Management
Missouri
$1.31M +$1.33M +9,966 New
TPA
1060
Trivium Point Advisory
Connecticut
$1.31M +$37.9K +283 +3%
HFM
1061
Hartford Financial Management
Connecticut
$1.3M -$6.69K -50 -0.5%
CCT
1062
Capital City Trust
Florida
$1.3M +$57.7K +431 +5%
SSB
1063
Sandy Spring Bank
Maryland
$1.3M -$50.2K -375 -4%
ZIG
1064
Zullo Investment Group
Pennsylvania
$1.29M +$23.5K +176 +2%
RWM
1065
Ritholtz Wealth Management
New York
$1.29M +$122K +909 +10%
DCM
1066
Dudley Capital Management
Virginia
$1.29M +$20.7K +155 +2%
SAG
1067
SageView Advisory Group
California
$1.29M +$920K +6,876 +232%
FCCM
1068
First City Capital Management
Georgia
$1.29M +$36.7K +274 +3%
FBC
1069
Fairfield, Bush & Co
Connecticut
$1.28M +$656K +4,900 +100%
CWM
1070
Congress Wealth Management
Massachusetts
$1.28M +$14.3K +107 +1%
EFM
1071
E Fund Management
China
$1.28M +$96.9K +724 +8%
RWM
1072
RKL Wealth Management
Pennsylvania
$1.28M -$31.3K -234 -2%
BTWM
1073
Baker Tilly Wealth Management
Wisconsin
$1.28M +$51.2K +383 +4%
CT
1074
Clearstead Trust
Maine
$1.28M +$2.81K +21 +0.2%
MCM
1075
Mendel Capital Management
Arkansas
$1.27M +$61.4K +459 +5%
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