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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
1126
SkyOak Wealth
Michigan
$971K +$25K +209 +3%
CW
1127
CreativeOne Wealth
Kansas
$970K +$266K +2,223 +41%
LMAM
1128
Legg Mason Asset Management
Japan
$969K -$53.9K -450 -6%
BWP
1129
Baldwin Wealth Partners
Massachusetts
$967K -$26.7K -223 -3%
GA
1130
Greytown Advisors
Florida
$965K +$430K +3,591 +90%
SAM
1131
Steinberg Asset Management
New York
$964K +$905K +7,564 New
JIC
1132
Joel Isaacson & Co
New York
$962K -$245K -2,046 -21%
BCM
1133
Bluefin Capital Management
New York
$962K -$57.8K -483 -6%
IPW
1134
Inlet Private Wealth
Florida
$951K – – –
WPW
1135
Waldron Private Wealth
Pennsylvania
$951K +$105K +879 +13%
TAM
1136
Trust Asset Management
Texas
$951K +$159K +1,332 +22%
LRPA
1137
L. Roy Papp & Associates
Arizona
$944K -$495K -4,133 -36%
CFGS
1138
Concourse Financial Group Securities
Alabama
$944K -$9.81K -82 -1%
SEEDPG
1139
S.E.E.D. Planning Group
New York
$940K -$186K -1,553 -17%
CS
1140
Comerica Securities
Michigan
$939K +$184K +1,534 +26%
ADL
1141
Asset Dedication LLC
California
$938K -$363K -3,034 -29%
MA
1142
MONECO Advisors
Connecticut
$937K +$201K +1,680 +30%
FANJ
1143
Financial Architects (New Jersey)
New Jersey
$934K -$18.4K -154 -2%
4WM
1144
44 Wealth Management
Oregon
$933K +$294K +2,456 +50%
SM
1145
Sciencast Management
New Jersey
$933K +$661K +5,526 +321%
MPM
1146
Meritage Portfolio Management
Kansas
$932K +$46.4K +388 +6%
BWP
1147
BSW Wealth Partners
Colorado
$931K +$252K +2,106 +41%
BTW
1148
Boston Trust Walden
Massachusetts
$929K -$207K -1,732 -19%
MWM
1149
Minot Wealth Management
Massachusetts
$929K +$393K +3,284 +82%
CT
1150
Coastline Trust
Rhode Island
$925K -$222K -1,857 -20%
44 45
46
47 48