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IBM
IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
IFWM
1076
Institute for Wealth Management
Colorado
$1.28M +$1.24M +8,508 New
NSAM
1077
North Star Asset Management
Wisconsin
$1.27M -$1.12M -7,714 -47%
CANY
1078
Caxton Associates (New York)
New York
$1.27M +$617K +4,244 +97%
OPTFSNA
1079
Old Point Trust & Financial Services N A
Virginia
$1.26M +$190K +1,307 +18%
TL
1080
Tirschwell & Loewy
New York
$1.26M -$60.8K -418 -5%
IAM
1081
Impax Asset Management
New Hampshire
$1.26M +$98.2K +675 +9%
CCM
1082
Compton Capital Management
Rhode Island
$1.24M +$38.1K +262 +3%
FWM
1083
Frontier Wealth Management
Missouri
$1.24M -$238K -1,640 -16%
BO
1084
BRR OpCo
Ohio
$1.23M -$45.7K -314 -4%
SC
1085
SouthState Corp
Florida
$1.23M -$34.9K -240 -3%
SNBOSCI
1086
Security National Bank of Sioux City Iowa
Iowa
$1.23M +$112K +767 +10%
AIM
1087
Anchor Investment Management
South Carolina
$1.23M -$41K -282 -3%
WI
1088
Wintrust Investments
Illinois
$1.23M +$141K +971 +13%
HHC
1089
Hutchin Hill Capital
New York
$1.23M -$93.5K -643 -7%
AAIM
1090
American Assets Investment Management
California
$1.23M – – –
CSUI
1091
Cincinnati Specialty Underwriters Insurance
Ohio
$1.23M – – –
FCMC
1092
Founders Capital Management (Connecticut)
Connecticut
$1.22M -$25.9K -178 -2%
GSBTD
1093
Glenview State Bank Trust Department
Illinois
$1.22M – – –
BIM
1094
Bridges Investment Management
Nebraska
$1.21M -$72.1K -496 -6%
BC
1095
Brinker Capital
Pennsylvania
$1.21M -$47.7K -328 -4%
SCM
1096
SOL Capital Management
Maryland
$1.21M +$9.02K +62 +0.8%
PTC
1097
Philadelphia Trust Company
Pennsylvania
$1.21M -$454K -3,121 -28%
LCM
1098
Lucas Capital Management
New Jersey
$1.2M -$82.7K -569 -7%
CLOS
1099
Compagnie Lombard Odier SCmA
Switzerland
$1.2M -$280K -1,923 -19%
VIA
1100
Virtus Investment Advisers
Connecticut
$1.19M -$133K -914 -10%
42 43
44
45 46