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IBM
IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
1101
Marco Investment Management
Georgia
$3.1M +$40.8K +162 +1%
SCM
1102
Sterneck Capital Management
Missouri
$3.1M -$568K -2,256 -17%
CCWA
1103
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.1M +$2.77M +11,009 New
FNBOO
1104
First National Bank of Omaha
Nebraska
$3.09M -$358K -1,420 -11%
MGWM
1105
Marks Group Wealth Management
Minnesota
$3.09M +$117K +463 +4%
TWM
1106
Tortuga Wealth Management
California
$3.07M +$297K +1,178 +12%
HAG
1107
HighPoint Advisor Group
Illinois
$3.07M +$370K +1,470 +16%
PAM
1108
Pegasus Asset Management
New York
$3.07M +$2.02M +8,001 +275%
PCA
1109
Pallas Capital Advisors
Massachusetts
$3.06M +$1.02M +4,064 +60%
OPTFSNA
1110
Old Point Trust & Financial Services N A
Virginia
$3.05M -$35.3K -140 -1%
BG
1111
Bahl & Gaynor
Ohio
$3.04M -$27.5K -109 -1%
JAG
1112
Journey Advisory Group
Kentucky
$3.04M +$477K +1,895 +21%
SCS
1113
Sound Capital Solutions
Florida
$3.03M +$2.72M +10,789 New
SSA
1114
Sierra Summit Advisors
Nevada
$3.03M +$98.8K +392 +4%
IIM
1115
Ipswich Investment Management
Massachusetts
$3.01M -$7.05K -28 -0.3%
RCM
1116
RNC Capital Management
California
$3.01M -$1.37M -5,431 -34%
QIM
1117
Quest Investment Management
Oregon
$3M – – –
GFPC
1118
Global Financial Private Client
Florida
$3M +$40.8K +162 +2%
I
1119
InvesTrust
Oklahoma
$2.99M -$96K -381 -3%
NW
1120
Naviter Wealth
Arkansas
$2.98M +$542K +2,151 +25%
RBC
1121
Roble Belko & Company
Pennsylvania
$2.98M +$504 +2 +0%
ONST
1122
Old North State Trust
North Carolina
$2.98M +$97.3K +386 +4%
EAN
1123
Excelsior Advisor Network
Colorado
$2.98M +$1.4M +5,566 +111%
CAM
1124
Cozad Asset Management
Illinois
$2.98M +$51.6K +205 +2%
AC
1125
AlpenGlobal Capital
California
$2.98M +$524K +2,081 +24%
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