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IBM
IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
MW
1101
Marcum Wealth
Ohio
$2.23M +$11.6K +52 +0.5%
CAGAS
1102
Capital Advisory Group Advisory Services
Minnesota
$2.22M +$174K +780 +8%
BIG
1103
Boothe Investment Group
Delaware
$2.22M -$132K -592 -6%
DSCM
1104
Del-Sette Capital Management
New York
$2.2M -$69K -310 -3%
SAG
1105
SageView Advisory Group
California
$2.2M +$710K +3,189 +47%
SW
1106
Simplicity Wealth
New Jersey
$2.2M +$113K +507 +5%
PH
1107
Pinnacle Holdings
Oklahoma
$2.2M -$140K -627 -6%
HAM
1108
Hedges Asset Management
Nevada
$2.2M – – –
WAM
1109
Westport Asset Management
Connecticut
$2.2M – – –
CWA
1110
Centennial Wealth Advisory
Michigan
$2.2M +$12.2K +55 +0.6%
SAM
1111
Smartleaf Asset Management
Massachusetts
$2.19M +$393K +1,765 +22%
FCCM
1112
First City Capital Management
Georgia
$2.19M – – –
JWA
1113
JFS Wealth Advisors
Pennsylvania
$2.19M +$27.2K +122 +1%
RBC
1114
Roble Belko & Company
Pennsylvania
$2.19M +$5.57K +25 +0.3%
BA
1115
Bridgewater Advisors
New York
$2.19M +$2.24M +10,041 New
JSW
1116
Journey Strategic Wealth
New Jersey
$2.17M +$661K +2,967 +43%
KCFA
1117
Key Client Fiduciary Advisors
New Jersey
$2.17M +$1.56K +7 +0.1%
PL
1118
Parthenon LLC
Kentucky
$2.16M – – –
DCM
1119
Dudley Capital Management
Virginia
$2.16M -$2.67K -12 -0.1%
KFP
1120
Keystone Financial Planning
Ohio
$2.16M -$29.4K -132 -1%
MFG
1121
MidWestOne Financial Group
Iowa
$2.15M – – –
GLA
1122
Good Life Advisors
Pennsylvania
$2.15M -$2.32M -10,419 -52%
CT
1123
Clearstead Trust
Maine
$2.15M -$2K -9 -0.1%
PG
1124
Patten Group
Tennessee
$2.15M -$15.1K -68 -0.7%
CT
1125
Chicago Trust
Illinois
$2.14M -$325K -1,461 -13%
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