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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
ZIG
1101
Zullo Investment Group
Pennsylvania
$1.9M +$6.2K +34 +0.3%
HFM
1102
Hartford Financial Management
Connecticut
$1.9M -$3.28K -18 -0.2%
TPWM
1103
Twelve Points Wealth Management
Massachusetts
$1.9M +$52.9K +290 +3%
FNBT
1104
FineMark National Bank & Trust
Florida
$1.9M -$26.8K -147 -1%
DCM
1105
Dudley Capital Management
Virginia
$1.89M +$547 +3 +0%
ACS
1106
Archford Capital Strategies
Illinois
$1.89M -$97.6K -535 -5%
EL
1107
EMFO LLC
Florida
$1.88M +$1.82K +10 +0.1%
CT
1108
Clearstead Trust
Maine
$1.88M +$32.5K +178 +2%
MCM
1109
Mendel Capital Management
Arkansas
$1.88M +$2.92K +16 +0.2%
PL
1110
Parthenon LLC
Kentucky
$1.88M -$730K -4,000 -29%
WI
1111
WBI Investments
New Jersey
$1.87M -$1.49M -8,189 -46%
SSB
1112
Sandy Spring Bank
Maryland
$1.87M +$6.38K +35 +0.4%
DA
1113
Detalus Advisors
Missouri
$1.86M -$10.9K -60 -0.6%
MFG
1114
MidWestOne Financial Group
Iowa
$1.86M – – –
GL
1115
Graypoint LLC
New York
$1.86M +$128K +700 +8%
MSFS
1116
Main Street Financial Solutions
Pennsylvania
$1.85M +$347K +1,903 +24%
IAS
1117
Insigneo Advisory Services
Florida
$1.85M +$280K +1,535 +19%
AWM
1118
Avior Wealth Management
Nebraska
$1.85M +$469K +2,572 +36%
CI
1119
Cigna Investments
Connecticut
$1.84M -$16.2K -89 -0.9%
IPW
1120
Inlet Private Wealth
Florida
$1.84M +$7.3K +40 +0.4%
CCMT
1121
CMT Capital Markets Trading
Germany
$1.83M -$488K -2,675 -22%
NB
1122
Nicolet Bankshares
Wisconsin
$1.82M -$6.02K -33 -0.3%
CWM
1123
Connecticut Wealth Management
Connecticut
$1.82M +$562K +3,083 +48%
CFM
1124
Catalyst Funds Management
Australia
$1.81M +$1.73M +9,500 New
RWM
1125
RKL Wealth Management
Pennsylvania
$1.81M -$39.2K -215 -2%
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45
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