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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
GIP
1126
Granite Investment Partners
California
$836K +$50.8K +387 +6%
TC
1127
Trilogy Capital
California
$835K +$162K +1,233 +25%
SP
1128
SWS Partners
Ohio
$832K +$764K +5,815 New
TPWA
1129
TRUE Private Wealth Advisors
Oregon
$830K -$11.7K -89 -1%
CA
1130
Cambridge Advisors
Nebraska
$828K -$11.7K -89 -1%
CPR
1131
CSU Producer Resources
Ohio
$827K – – –
RCA
1132
Rowland Carmichael Advisors
Arizona
$823K -$27.1K -206 -3%
FI
1133
Fosun International
China
$819K – – –
CBA
1134
Coastal Bridge Advisors
Connecticut
$817K +$16.6K +126 +2%
SAM
1135
Summit Asset Management
Tennessee
$816K +$394 +3 +0%
IA
1136
Icon Advisers
Colorado
$814K -$1.65M -12,552 -67%
GA
1137
Greytown Advisors
Florida
$807K -$74.5K -567 -8%
AL
1138
Aspiriant LLC
California
$807K -$11K -84 -1%
GLA
1139
Good Life Advisors
Pennsylvania
$805K +$30.2K +230 +4%
SLF
1140
Sun Life Financial
Ontario, Canada
$792K -$883K -6,719 -53%
BAM
1141
Barrett Asset Management
New York
$790K -$10.9K -83 -1%
WA
1142
Wealth Architects
California
$787K -$75.1K -572 -9%
MFW
1143
Meristem Family Wealth
Minnesota
$784K +$38.8K +295 +5%
NAS
1144
Nicolet Advisory Services
Wisconsin
$783K -$1.05K -8 -0.1%
CFA
1145
Capstone Financial Advisors
Illinois
$783K +$61.4K +467 +9%
BAM
1146
Belpointe Asset Management
Nevada
$782K -$65.2K -496 -8%
RMA
1147
Roffman Miller Associates
Pennsylvania
$781K -$101K -772 -12%
SMC
1148
Smith, Moore & Co
Missouri
$780K +$657 +5 +0.1%
BHA
1149
Beech Hill Advisors
New York
$779K -$3.42K -26 -0.4%
PSG
1150
Planning Solutions Group
Maryland
$778K – – –
44 45
46
47 48