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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
1126
Westport Asset Management
Connecticut
$2.82M – – –
ARAM
1127
Ardmore Road Asset Management
New York
$2.82M +$2.62M +10,000 New
SGDR
1128
SPX Gestao de Recursos
Brazil
$2.82M +$2.62M +10,000 New
PL
1129
Perpetual Ltd
Australia
$2.82M -$196K -750 -7%
MBT
1130
Montecito Bank & Trust
California
$2.82M +$2.61M +9,990 New
HCM
1131
Hodges Capital Management
Texas
$2.82M -$3.3M -12,619 -56%
FFM
1132
Forum Financial Management
Illinois
$2.81M +$40.6K +155 +2%
AA
1133
Altman Advisors
Illinois
$2.8M +$8.9K +34 +0.3%
LHC
1134
Little House Capital
Massachusetts
$2.8M +$26.2K +100 +1%
IAN
1135
Integrated Advisors Network
Texas
$2.79M +$208K +794 +9%
NW
1136
Naviter Wealth
Arkansas
$2.79M +$38K +145 +1%
RWP
1137
Ridgecrest Wealth Partners
California
$2.78M +$14.4K +55 +0.6%
ONST
1138
Old North State Trust
North Carolina
$2.77M +$693K +2,648 +37%
KCFA
1139
Key Client Fiduciary Advisors
New Jersey
$2.77M -$19.9K -76 -0.8%
MMPW
1140
Mitchell McLeod Pugh & Williams
Alabama
$2.76M +$216K +826 +10%
SFG
1141
Seamount Financial Group
Colorado
$2.76M -$49.7K -190 -2%
MFG
1142
MidWestOne Financial Group
Iowa
$2.76M – – –
PWM
1143
Peck Wealth Management
New York
$2.76M +$2.56M +9,765 New
SWM
1144
SeaCrest Wealth Management
New York
$2.75M -$521K -1,991 -17%
BAM
1145
Belpointe Asset Management
Nevada
$2.75M +$638K +2,437 +33%
PCA
1146
Prosperity Capital Advisors
Ohio
$2.75M +$38.7K +148 +2%
BIG
1147
Brooklyn Investment Group
New York
$2.74M -$91.6K -350 -4%
CPRC
1148
Consolidated Portfolio Review Corp
New York
$2.73M +$38K +145 +2%
MCM
1149
Mendel Capital Management
Arkansas
$2.73M +$31.1K +119 +1%
PCA
1150
Peddock Capital Advisors
Massachusetts
$2.73M -$45.8K -175 -2%
44 45
46
47 48