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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
ISWM
1126
Independent Solutions Wealth Management
New York
$2.82M -$219K -836 -8%
WAM
1127
Westport Asset Management
Connecticut
$2.82M – – –
ARAM
1128
Ardmore Road Asset Management
New York
$2.82M +$2.62M +10,000 New
SGDR
1129
SPX Gestao de Recursos
Brazil
$2.82M +$2.62M +10,000 New
PL
1130
Perpetual Ltd
Australia
$2.82M -$196K -750 -7%
MBT
1131
Montecito Bank & Trust
California
$2.82M +$2.61M +9,990 New
HCM
1132
Hodges Capital Management
Texas
$2.82M -$3.3M -12,619 -56%
FFM
1133
Forum Financial Management
Illinois
$2.81M +$40.6K +155 +2%
AA
1134
Altman Advisors
Illinois
$2.8M +$8.9K +34 +0.3%
LHC
1135
Little House Capital
Massachusetts
$2.8M +$26.2K +100 +1%
IAN
1136
Integrated Advisors Network
Texas
$2.79M +$208K +794 +9%
NW
1137
Naviter Wealth
Arkansas
$2.79M +$38K +145 +1%
RWP
1138
Ridgecrest Wealth Partners
California
$2.78M +$14.4K +55 +0.6%
ONST
1139
Old North State Trust
North Carolina
$2.77M +$693K +2,648 +37%
KCFA
1140
Key Client Fiduciary Advisors
New Jersey
$2.77M -$19.9K -76 -0.8%
MMPW
1141
Mitchell McLeod Pugh & Williams
Alabama
$2.76M +$216K +826 +10%
SFG
1142
Seamount Financial Group
Colorado
$2.76M -$49.7K -190 -2%
MFG
1143
MidWestOne Financial Group
Iowa
$2.76M – – –
PWM
1144
Peck Wealth Management
New York
$2.76M +$2.56M +9,765 New
SWM
1145
SeaCrest Wealth Management
New York
$2.75M -$521K -1,991 -17%
BAM
1146
Belpointe Asset Management
Nevada
$2.75M +$638K +2,437 +33%
PCA
1147
Prosperity Capital Advisors
Ohio
$2.75M +$38.7K +148 +2%
BIG
1148
Brooklyn Investment Group
New York
$2.74M -$91.6K -350 -4%
CPRC
1149
Consolidated Portfolio Review Corp
New York
$2.73M +$38K +145 +2%
MCM
1150
Mendel Capital Management
Arkansas
$2.73M +$31.1K +119 +1%
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