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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
EL
1101
EMFO LLC
Florida
$1.71M – – –
DWT
1102
Dorsey & Whitney Trust
South Dakota
$1.71M -$222K -1,275 -11%
PL
1103
Parthenon LLC
Kentucky
$1.7M +$869 +5 +0.1%
B
1104
Bailard
California
$1.7M -$110K -631 -6%
DCM
1105
Dudley Capital Management
Virginia
$1.7M -$25.4K -146 -1%
CWA
1106
Centennial Wealth Advisory
Michigan
$1.7M -$100K -577 -6%
MFG
1107
MidWestOne Financial Group
Iowa
$1.69M +$4.87K +28 +0.3%
MCM
1108
Mendel Capital Management
Arkansas
$1.69M -$13K -75 -0.8%
KCFA
1109
Key Client Fiduciary Advisors
New Jersey
$1.68M -$132K -762 -7%
RWM
1110
Ritholtz Wealth Management
New York
$1.68M -$127K -731 -7%
CAM
1111
Cidel Asset Management
Ontario, Canada
$1.67M -$67.8K -390 -4%
CSC
1112
Caldwell Sutter Capital
California
$1.67M -$109K -630 -6%
AI
1113
Arvest Investments
Arkansas
$1.67M -$77.3K -445 -4%
DA
1114
Detalus Advisors
Missouri
$1.66M -$27.6K -159 -2%
BAM
1115
Belpointe Asset Management
Nevada
$1.66M +$92.3K +531 +6%
ISWM
1116
Independent Solutions Wealth Management
New York
$1.65M -$197K -1,131 -11%
CI
1117
Cigna Investments
Connecticut
$1.65M -$11.3K -65 -0.7%
NB
1118
Nicolet Bankshares
Wisconsin
$1.65M +$4K +23 +0.2%
HFM
1119
Hartford Financial Management
Connecticut
$1.65M -$74.4K -428 -4%
BW
1120
Bison Wealth
Georgia
$1.64M – – –
JF
1121
Joule Financial
Kentucky
$1.64M +$43.4K +250 +3%
MCM
1122
Mainstay Capital Management
Michigan
$1.64M +$106K +611 +7%
PG
1123
Patten Group
Tennessee
$1.63M – – –
RWP
1124
Ridgecrest Wealth Partners
California
$1.63M – – –
CAM
1125
Cozad Asset Management
Illinois
$1.63M +$209K +1,203 +15%
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