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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
MMHP
1126
Murphy Middleton Hinkle & Parker
Georgia
$972K -$718 -6 -0.1%
SW
1127
SkyOak Wealth
Michigan
$971K +$25K +209 +3%
CW
1128
CreativeOne Wealth
Kansas
$970K +$266K +2,223 +41%
LMAM
1129
Legg Mason Asset Management
Japan
$969K -$53.9K -450 -6%
BWP
1130
Baldwin Wealth Partners
Massachusetts
$967K -$26.7K -223 -3%
GA
1131
Greytown Advisors
Florida
$965K +$430K +3,591 +90%
SAM
1132
Steinberg Asset Management
New York
$964K +$905K +7,564 New
JIC
1133
Joel Isaacson & Co
New York
$962K -$245K -2,046 -21%
BCM
1134
Bluefin Capital Management
New York
$962K -$57.8K -483 -6%
IPW
1135
Inlet Private Wealth
Florida
$951K – – –
WPW
1136
Waldron Private Wealth
Pennsylvania
$951K +$105K +879 +13%
TAM
1137
Trust Asset Management
Texas
$951K +$159K +1,332 +22%
LRPA
1138
L. Roy Papp & Associates
Arizona
$944K -$495K -4,133 -36%
CFGS
1139
Concourse Financial Group Securities
Alabama
$944K -$9.81K -82 -1%
SEEDPG
1140
S.E.E.D. Planning Group
New York
$940K -$186K -1,553 -17%
CS
1141
Comerica Securities
Michigan
$939K +$184K +1,534 +26%
ADL
1142
Asset Dedication LLC
California
$938K -$363K -3,034 -29%
MA
1143
MONECO Advisors
Connecticut
$937K +$201K +1,680 +30%
FANJ
1144
Financial Architects (New Jersey)
New Jersey
$934K -$18.4K -154 -2%
4WM
1145
44 Wealth Management
Oregon
$933K +$294K +2,456 +50%
SM
1146
Sciencast Management
New Jersey
$933K +$661K +5,526 +321%
MPM
1147
Meritage Portfolio Management
Kansas
$932K +$46.4K +388 +6%
BWP
1148
BSW Wealth Partners
Colorado
$931K +$252K +2,106 +41%
BTW
1149
Boston Trust Walden
Massachusetts
$929K -$207K -1,732 -19%
MWM
1150
Minot Wealth Management
Massachusetts
$929K +$393K +3,284 +82%
44 45
46
47 48